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Microsoft

6,153 hedge funds and large institutions have $2.64T invested in Microsoft in 2025 Q4 according to their latest regulatory filings, with 598 funds opening new positions, 2,621 increasing their positions, 2,545 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 2,621 | Existing positions reduced: 2,545

1% less funds holding in top 10

Funds holding in top 10: 3,0763,046 (-30)

4% less capital invested

Capital invested by funds: $2.76T → $2.64T (-$120B)

Holders
6,153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,046
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51B
Puts
$43.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
5751
Pearl Planning
Michigan
$538K
HWMT
5752
Heritage Wealth Management (Texas)
Texas
$538K
PA
5753
Powerhouse Assets
Massachusetts
$537K
CCAL
5754
City Center Advisors LLC
Michigan
$536K
CPC
5755
CFC Planning Company
Indiana
$535K
SWM
5756
SpringVest Wealth Management
Texas
$534K
WWWM
5757
White Wing Wealth Management
Texas
$532K
RFP
5758
Roth Financial Partners
Texas
$529K
B
5759
BetterWealth
California
$527K
AFAL
5760
Amicus Financial Advisors, LLC
Texas
$527K
SA
5761
Sunesis Advisors
Kansas
$523K
PIA
5762
Polaris Investment Advisors
Massachusetts
$523K
TWM
5763
TopTier Wealth Management
Wisconsin
$523K
NFA
5764
Northwest Financial Advisors
Virginia
$521K
CCA
5765
Cottonwood Capital Advisors
Utah
$520K
AAG
5766
Avalon Advisory Group
Pennsylvania
$519K
WC
5767
Wexford Capital
Florida
$518K
SC
5768
Swan Capital
Florida
$517K
BWS
5769
BFI Wealth Solutions
Texas
$516K
FWMP
5770
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$515K
BRIA
5771
Balanced Rock Investment Advisors
Massachusetts
$511K
FWM
5772
FMA Wealth Management
Massachusetts
$509K
HP
5773
Highlander Partners
Texas
$508K
SWM
5774
Stonebridge Wealth Management
Illinois
$507K
JPT
5775
Jordan Park Trust
New Hampshire
$507K