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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
RHJA
5901
Rice Hall James & Associates
California
$379K
LW
5902
Lauer Wealth
Indiana
$378K
PWMG
5903
Pioneer Wealth Management Group
Texas
$377K
KFGG
5904
Keystone Financial Group (Georgia)
Georgia
$377K
AFS
5905
AFG Fiduciary Services
Massachusetts
$374K
SFA
5906
Spectrum Financial Alliance
Kentucky
$374K
CAM
5907
Clarity Asset Management
Iowa
$373K
PWM
5908
Peak Wealth Management
New Hampshire
$370K
AWA
5909
Aquire Wealth Advisors
Utah
$369K
FPWM
5910
Five Pine Wealth Management
Idaho
$369K
NFP
5911
NorthLanding Financial Partners
New York
$368K
MFS
5912
McNamara Financial Services
Massachusetts
$367K
RIA
5913
Retirement Investment Advisors
Oklahoma
$366K
KCM
5914
Kennicott Capital Management
California
$365K
AIM
5915
Archer Investment Management
Texas
$364K
SPWM
5916
Straight Path Wealth Management
Michigan
$361K
RW
5917
Ridgeline Wealth
Arizona
$360K
GWMT
5918
Guardian Wealth Management (Tennessee)
Tennessee
$359K
CM
5919
Cornerstone Management
Georgia
$356K
JC
5920
JBGlobal.com
New York
$354K
HWA
5921
Hillcrest Wealth Advisors
New Jersey
$352K
PWAC
5922
Private Wealth Advisors (California)
California
$351K
EFP
5923
Envision Financial Planning
Tennessee
$351K
RIAS
5924
Rachor Investment Advisory Services
Michigan
$350K
ACAL
5925
AG Campbell Advisory, LLC
Maryland
$349K