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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
AFS
5801
Axiom Financial Strategies
Indiana
$479K
LODC
5802
Lanham O'Dell & Company
West Virginia
$477K
JWBC
5803
John W. Brooker & Co
California
$477K
AI
5804
AdvisorShares Investments
Maryland
$476K
M
5805
MYeCFO
California
$474K
DAM
5806
Directional Asset Management
Illinois
$474K
MFG
5807
Mendota Financial Group
Wisconsin
$473K
5SA
5808
5th Street Advisors
Connecticut
$472K
AFTS
5809
American Financial & Tax Strategies
New York
$470K
FWS
5810
FinDec Wealth Services
California
$469K
NHFG
5811
New Harbor Financial Group
Massachusetts
$469K
SJGA
5812
Stephen J. Garry & Associates
New York
$467K
CCM
5813
Causeway Capital Management
California
$467K
SPIA
5814
Strategic Point Investment Advisors
Rhode Island
$465K
RPA
5815
Redwood Park Advisors
California
$464K
WLG
5816
Williamson Legacy Group
Indiana
$463K
LIA
5817
Luken Investment Analytics
Tennessee
$461K
TCFP
5818
Treasure Coast Financial Planning
Florida
$461K
SPW
5819
Surience Private Wealth
Washington
$460K
PWM
5820
Pacific Wealth Management
California
$460K
WWP
5821
Wise Wealth Partners
Arizona
$456K
SFSG
5822
Sound Financial Strategies Group
Mississippi
$455K
MAWAG
5823
Mid-American Wealth Advisory Group
Missouri
$454K
BBL
5824
Beck Bode LLC
Massachusetts
$454K
CA
5825
Centennial Advisors
Texas
$453K