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Microsoft

5,784 hedge funds and large institutions have $2.76T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 2,586 increasing their positions, 2,548 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,784
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,063
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3B
Puts
$50.2B
Net Calls
Net Calls Change

Top Buyers

1 +$25.7B
2 +$5.33B
3 +$4.06B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.93B

Top Sellers

1 -$8.81B
2 -$2.98B
3 -$2.49B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.43B
5
Axa
Axa
France
-$2.12B
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
2001
44 Wealth Management
Oregon
$20.1M
TPI
2002
Trust Point Inc
Wisconsin
$20.1M
PCR
2003
Potrero Capital Research
California
$20M
RGC
2004
Roberts, Glore & Co
Illinois
$20M
MA
2005
MSA Advisors
California
$20M
HCM
2006
Huber Capital Management
California
$20M
WKWM
2007
Walter & Keenan Wealth Management
Indiana
$20M
HIC
2008
Harbor Island Capital
Massachusetts
$20M
TP
2009
Tranquility Partners
Tennessee
$19.9M
WAG
2010
Winthrop Advisory Group
Massachusetts
$19.9M
IAS
2011
Investment Advisory Services
Texas
$19.9M
EWM
2012
Elevatus Welath Management
New York
$19.8M
CAM
2013
Costello Asset Management
Pennsylvania
$19.8M
BFA
2014
Bill Few Associates
Pennsylvania
$19.8M
JAM
2015
JCIC Asset Management
Ontario, Canada
$19.8M
AA
2016
Alta Advisers
United Kingdom
$19.8M
TF
2017
Trek Financial
Arizona
$19.8M
LA
2018
LVW Advisors
New York
$19.8M
OIS
2019
Okabena Investment Services
Minnesota
$19.7M
VNA
2020
Valley National Advisers
Pennsylvania
$19.7M
SFG
2021
Snider Financial Group
Washington
$19.7M
AA
2022
Apriem Advisors
California
$19.6M
TBT
2023
Texas Bank & Trust
Texas
$19.6M
BA
2024
Baugh & Associates
Georgia
$19.4M
ADL
2025
Asset Dedication LLC
California
$19.4M