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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
IF
3401
Ironwood Financial
Arizona
$4.73M
NFA
3402
Northern Financial Advisors
Michigan
$4.73M
FWP
3403
Forefront Wealth Partners
Texas
$4.73M
PFA
3404
Pathway Financial Advisers
Indiana
$4.73M
SSCA
3405
South Shore Capital Advisors
Massachusetts
$4.73M
CP
3406
Clarendon Private
Massachusetts
$4.72M
WIM
3407
Wiregrass Investment Management
Georgia
$4.72M
NF
3408
Nvest Financial
New Hampshire
$4.71M
OCM
3409
Orser Capital Management
Texas
$4.7M
SDWMA
3410
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.7M
WCM
3411
WealthBridge Capital Management
Ohio
$4.7M
PRP
3412
Peak Retirement Planning
Ohio
$4.7M
DCM
3413
Dimension Capital Management
Florida
$4.7M
PCA
3414
Peddock Capital Advisors
Massachusetts
$4.7M
MIM
3415
Montgomery Investment Management
Maryland
$4.69M
SFG
3416
Strive Financial Group
Indiana
$4.68M
PCMF
3417
Private Capital Management (Florida)
Florida
$4.68M
BM
3418
Berman McAleer
Maryland
$4.67M
AMG
3419
Asset Management Group
Connecticut
$4.67M
VWMG
3420
Virginia Wealth Management Group
Virginia
$4.67M
TCM
3421
Triumph Capital Management
Colorado
$4.67M
SFCL
3422
Strengthening Families & Communities LLC
Massachusetts
$4.66M
BCM
3423
Bienville Capital Management
New York
$4.66M
CGA
3424
Crescent Grove Advisors
Illinois
$4.66M
HNWAG
3425
High Net Worth Advisory Group
Florida
$4.65M