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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
GWM
5926
Grand Wealth Management
Michigan
$349K
PFGWM
5927
Price Financial Group Wealth Management
Oregon
$348K
GSCM
5928
Greenfield Seitz Capital Management
Texas
$345K
JCM
5929
J2 Capital Management
Michigan
$344K
VBA
5930
von Borstel & Associates
Oregon
$344K
IWM
5931
Inlight Wealth Management
Georgia
$344K
BWA
5932
BCU Wealth Advisors
Illinois
$343K
WCM
5933
Westend Capital Management
California
$342K
SWCM
5934
Sullivan Wood Capital Management
District of Columbia
$342K
SCP
5935
Sender Company & Partners
New York
$342K
FA
5936
Fullerton Advisors
California
$342K
MWP
5937
MYCIO Wealth Partners
Pennsylvania
$341K
FPW
5938
Flagship Private Wealth
Massachusetts
$341K
RWS
5939
Rochester Wealth Strategies
Michigan
$338K
FIS
5940
Fischer Investment Strategies
California
$337K
SWM
5941
Stark Wealth Management
Pennsylvania
$337K
S4W
5942
Solutions 4 Wealth
Texas
$337K
TWM
5943
Troutman Wealth Management
Pennsylvania
$336K
DB
5944
Dravo Bay
Delaware
$335K
DAM
5945
DLD Asset Management
New York
$335K
TF
5946
Theory Financial
Colorado
$335K
HF
5947
Holcombe Financial
Georgia
$335K
BWM
5948
Buska Wealth Management
Wisconsin
$334K
RCG
5949
Ruane, Cunniff & Goldfarb
New York
$333K
MWML
5950
M Wealth Management LLC
California
$333K