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Microsoft

6,158 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 3,224 increasing their positions, 2,393 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:

1.93% less ownership

Funds ownership: 73.6%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0922,570 (-522)

25% less capital invested

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

Holders
6,158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,570
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
FFA
3376
Fairfield Financial Advisors
Massachusetts
$4.82M
WFAG
3377
Wescott Financial Advisory Group
Pennsylvania
$4.82M
KCP
3378
Kera Capital Partners
California
$4.82M
IMT
3379
Investment Management Trust
Massachusetts
$4.81M
PWMG
3380
Pinnacle Wealth Management Group
Michigan
$4.8M
EGM
3381
Encore Global Management
Texas
$4.79M
RI
3382
Ruggiero Investments
Florida
$4.79M
RCM
3383
Raleigh Capital Management
North Carolina
$4.79M
DCM
3384
Davidson Capital Management
Texas
$4.78M
SH
3385
SLT Holdings
Arizona
$4.77M
AWAU
3386
Alliance Wealth Advisors (Utah)
Utah
$4.77M
GAA
3387
Guardian Asset Advisors
Pennsylvania
$4.77M
CWM
3388
Cabot Wealth Management
Massachusetts
$4.77M
WAM
3389
Wernau Asset Management
Massachusetts
$4.76M
DFCM
3390
Dark Forest Capital Management
Puerto Rico
$4.76M
WWM
3391
Whalen Wealth Management
Nevada
$4.76M
AW
3392
Alchemi Wealth
Connecticut
$4.75M
TBNY
3393
Trustco Bank (New York)
New York
$4.75M
AMG
3394
Advisors Management Group
Wisconsin
$4.74M
MAG
3395
MRA Advisory Group
New Jersey
$4.74M
PWM
3396
Platt Wealth Management
California
$4.74M
IPAM
3397
Investment Partners Asset Management
New Jersey
$4.73M
LFIA
3398
Legacy Financial Independent Advisors
Kentucky
$4.73M
CYG
3399
Clean Yield Group
Vermont
$4.73M
GAA
3400
Global Assets Advisory
Florida
$4.73M