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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
MAM
5776
McCarthy Asset Management
California
$505K
VFIC
5777
Valley Forge Investment Consultants
Pennsylvania
$505K
GG
5778
GenWealth Group
New Jersey
$503K
GKFF
5779
George Kaiser Family Foundation
Oklahoma
$502K
MWA
5780
Mills Wealth Advisors
Texas
$500K
CCA
5781
Clarity Capital Advisors
Florida
$500K
EMCIP
5782
Ewing Morris & Co Investment Partners
Ontario, Canada
$499K
FFW
5783
Fusion Family Wealth
New York
$499K
MRP
5784
Measured Risk Portfolios
California
$499K
LAS
5785
Lloyd Advisory Services
Georgia
$495K
VF
5786
Vista Finance
Missouri
$492K
AAM
5787
Ameraudi Asset Management
New York
$492K
DWM
5788
Daner Wealth Management
Georgia
$491K
SWM
5789
Sagace Wealth Management
Florida
$490K
NA
5790
Nestegg Advisors
New York
$489K
PS
5791
Pinney & Scofield
Massachusetts
$489K
AP
5792
Aspect Partners
Virginia
$489K
PWG
5793
Private Wealth Group
Florida
$489K
PJCC
5794
Phillip James Consulting Co.
Minnesota
$488K
EL
5795
EQ LLC
Washington
$487K
APW
5796
Atlantic Private Wealth
North Carolina
$487K
SWA
5797
Safir Wealth Advisors
New Hampshire
$487K
IAMH
5798
IvyRock Asset Management (HK)
Hong Kong
$484K
HFA
5799
Hershey Financial Advisers
Pennsylvania
$482K
GFG
5800
Grantvest Financial Group
New Jersey
$480K