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
MAG
3401
MRA Advisory Group
New Jersey
$4.74M
PWM
3402
Platt Wealth Management
California
$4.74M
IPAM
3403
Investment Partners Asset Management
New Jersey
$4.73M
LFIA
3404
Legacy Financial Independent Advisors
Kentucky
$4.73M
CYG
3405
Clean Yield Group
Vermont
$4.73M
GAA
3406
Global Assets Advisory
Florida
$4.73M
IF
3407
Ironwood Financial
Arizona
$4.73M
NFA
3408
Northern Financial Advisors
Michigan
$4.73M
FWP
3409
Forefront Wealth Partners
Texas
$4.73M
PFA
3410
Pathway Financial Advisers
Indiana
$4.73M
SSCA
3411
South Shore Capital Advisors
Massachusetts
$4.73M
CP
3412
Clarendon Private
Massachusetts
$4.72M
WIM
3413
Wiregrass Investment Management
Georgia
$4.72M
NF
3414
Nvest Financial
New Hampshire
$4.71M
OCM
3415
Orser Capital Management
Texas
$4.7M
SDWMA
3416
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.7M
WCM
3417
WealthBridge Capital Management
Ohio
$4.7M
PRP
3418
Peak Retirement Planning
Ohio
$4.7M
DCM
3419
Dimension Capital Management
Florida
$4.7M
PCA
3420
Peddock Capital Advisors
Massachusetts
$4.7M
MIM
3421
Montgomery Investment Management
Maryland
$4.69M
SFG
3422
Strive Financial Group
Indiana
$4.68M
PCMF
3423
Private Capital Management (Florida)
Florida
$4.68M
BM
3424
Berman McAleer
Maryland
$4.67M
AMG
3425
Asset Management Group
Connecticut
$4.67M