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6,290 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q4 according to their latest regulatory filings, with 685 funds opening new positions, 2,641 increasing their positions, 2,570 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more first-time investments, than exits

New positions opened: 685 | Existing positions closed: 121

15% more call options, than puts

Call options by funds: $51.4B | Put options by funds: $44.6B

8% more funds holding

Funds holding: 5,8486,290 (+442)

2.76% more ownership

Funds ownership: 71.68%74.44% (+2.8%)

3% more repeat investments, than reductions

Existing positions increased: 2,641 | Existing positions reduced: 2,570

0% more funds holding in top 10

Funds holding in top 10: 3,0963,098 (+2)

3% less capital invested

Capital invested by funds: $2.76T → $2.67T (-$91.3B)

Holders
6,290
Holders Change
+442
Holders Change %
+7.56%
% of All Funds
76.49%
Holding in Top 10
3,098
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.06%
% of All Funds
37.67%
New
685
Increased
2,641
Reduced
2,570
Closed
121
Calls
$51.4B
Puts
$44.6B
Net Calls
+$6.78B
Net Calls Change
-$3.33B
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3526
Catalyst Capital Advisors
New York
$5.75M -$600K -1,197 -9%
TCP
3527
TMB Capital Partners
Arkansas
$5.75M +$5.96M +11,889 New
EGA
3528
E&G Advisors
Texas
$5.74M -$6.51K -13 -0.1%
LC
3529
Landaas & Company
Wisconsin
$5.74M +$115K +230 +2%
MWA
3530
MFA Wealth Advisors
Pennsylvania
$5.74M +$200K +400 +3%
SWMG
3531
Signature Wealth Management Group
Georgia
$5.72M +$123K +246 +2%
TWM
3532
Tortuga Wealth Management
California
$5.71M +$5.91M +11,802 New
IRP
3533
Investment Research Partners
Pennsylvania
$5.71M -$176K -351 -3%
FWM
3534
Focused Wealth Management
New York
$5.7M +$176K +352 +3%
NRWA
3535
North Ridge Wealth Advisors
Oregon
$5.69M -$511K -1,019 -8%
MFG
3536
Menard Financial Group
Texas
$5.69M -$36.6K -73 -0.6%
SFWA
3537
Summit Financial Wealth Advisors
Louisiana
$5.67M -$120K -239 -2%
PBK
3538
Peoples Bank (Kansas)
Kansas
$5.67M -$143K -286 -2%
VR
3539
Vision Retirement
New Jersey
$5.66M +$5.87M +11,704 New
WIM
3540
Wittenberg Investment Management
Massachusetts
$5.66M
CFP
3541
Comprehensive Financial Planning
Pennsylvania
$5.65M +$239K +477 +4%
PWM
3542
Proathlete Wealth Management
Florida
$5.63M +$128K +256 +2%
NPFS
3543
Novak & Powell Financial Services
Florida
$5.63M -$1.33M -2,663 -19%
IAG
3544
Investment Advisory Group
Massachusetts
$5.63M -$110K -219 -2%
SC
3545
Schulhoff & Co
Ohio
$5.63M -$81.2K -162 -1%
T
3546
TrustBank
Illinois
$5.62M +$5.83M +11,630 New
GLLW
3547
Graves Light Lenhart Wealth
Virginia
$5.62M -$281K -560 -5%
GFG
3548
Goldstone Financial Group
Illinois
$5.61M +$432K +862 +8%
EB
3549
Emprise Bank
Kansas
$5.61M -$1.5K -3 -0%
RF
3550
Robinswood Financial
Washington
$5.6M -$419K -837 -7%

MSFT Hedge Fund Activity: Q4 2025 in Review

6,290 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2025, worth a combined $2.67T — down 3.3% from $2.76T a quarter earlier.

Buyers outnumbered sellers: 685 funds opened new MSFT positions and 121 closed out — a net gain of 564 holders — while 2,641 added to existing stakes and 2,570 trimmed.

The largest buyer was Invesco, adding an estimated $30.3B. The largest seller was JP Morgan Chase, cutting an estimated $5.54B.

  • 6,290 institutional investors held Microsoft (MSFT) as of Q4 2025, up from 5,848 in Q3 2025.
  • Funds reported $2.67T of Microsoft stock for Q4 2025, down 3.3% quarter-over-quarter.
  • 685 funds opened new Microsoft positions in Q4 2025 and 121 closed out, a net change of +564 holders.
  • The largest Microsoft buyer in Q4 2025 was Invesco, an estimated $30.3B added.
  • The largest Microsoft seller in Q4 2025 was JP Morgan Chase, an estimated $5.54B sold.

Based on aggregated 13F filings for Q4 2025.