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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
KFSN
5951
Keystone Financial Services (Nebraska)
Nebraska
$332K
PFA
5952
Portland Financial Advisors
New York
$331K
EG
5953
Ellerson Group
Maryland
$329K
RVM
5954
Robinson Value Management
Texas
$329K
IIM
5955
IFC & Insurance Marketing
California
$327K
SWM
5956
Stapp Wealth Management
Washington
$327K
ACM
5957
Altrius Capital Management
North Carolina
$326K
EI
5958
eCIO Inc
Wisconsin
$326K
LRI
5959
Linden Rose Investment
Texas
$326K
DGI
5960
Disciplined Growth Investors
Minnesota
$325K
MCRM
5961
Midway Capital Research & Management
Illinois
$323K
YWM
5962
Yardley Wealth Management
Pennsylvania
$322K
LJCM
5963
Lee Johnson Capital Management
Texas
$321K
PFA
5964
Pinnacle Family Advisors
Missouri
$321K
BFS
5965
Bare Financial Services
Pennsylvania
$321K
PGWA
5966
Plus Group Wealth Advisors
Wisconsin
$320K
SW
5967
Schulz Wealth
Texas
$317K
LAMC
5968
Longview Asset Management (California)
California
$314K
RWA
5969
Redmont Wealth Advisors
Illinois
$314K
PMIM
5970
Prudent Man Investment Management
Colorado
$314K
SC
5971
Skylands Capital
Wisconsin
$312K
AAG
5972
Accordant Advisory Group
Maryland
$311K
1GI
5973
180 GPS Investments
$311K
HA
5974
HC Advisors
Georgia
$310K
EF
5975
Elite Financial
Idaho
$310K