We are live on ! Find out more
MSFT icon

Microsoft

6,169 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 3,231 increasing their positions, 2,398 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

1.92% less ownership

Funds ownership: 73.62%71.7% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0962,577 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$665B)

Holders
6,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,577
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102B
Puts
$44.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
2526
Peregrine Asset Advisers
Oregon
$9.05M
CSPIA
2527
Cary Street Partners Investment Advisory
Virginia
$9.05M
BIM
2528
Barton Investment Management
Pennsylvania
$9.04M
RMC
2529
Ring Mountain Capital
California
$9.03M
IIC
2530
Integrated Investment Consultants
Michigan
$9.02M
PMIA
2531
Patrick Mauro Investment Advisor
Illinois
$9.02M
NIP
2532
Nicholas Investment Partners
California
$9.02M
BWM
2533
BKM Wealth Management
Wisconsin
$9.01M
DW30
2534
Drucker Wealth 3.0
New Jersey
$8.99M
HC
2535
Hourglass Capital
Texas
$8.98M
RP
2536
RIHO Partners
Arizona
$8.97M
BCM
2537
Blume Capital Management
California
$8.96M
PWMG
2538
Prestige Wealth Management Group
New Jersey
$8.95M
MWA
2539
Midland Wealth Advisors
Illinois
$8.94M
HA
2540
Helium Advisors
Washington
$8.93M
CIP
2541
Convergence Investment Partners
Florida
$8.93M
AM
2542
Atwater Malick
Pennsylvania
$8.92M
CWG
2543
Crown Wealth Group
North Carolina
$8.92M
SPW
2544
Sonoma Private Wealth
California
$8.91M
WWM
2545
Westwood Wealth Management
California
$8.91M
LCM
2546
Leisure Capital Management
California
$8.89M
ML
2547
McAdam LLC
Pennsylvania
$8.88M
PWAM
2548
Papamarkou Wellner Asset Management
New York
$8.88M
VSI
2549
Verde Servicos Internacionais
Brazil
$8.88M
RS
2550
Retirement Solution
Washington
$8.85M