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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
BOSSRA
3526
B.O.S.S. Retirement Advisors
Utah
$4.32M
I
3527
INVST
Indiana
$4.31M
ATWA
3528
Arbor Trust Wealth Advisors
Michigan
$4.31M
SWRP
3529
Summit Wealth & Retirement Planning
California
$4.3M
FC
3530
Fjell Capital
North Dakota
$4.29M
EC
3531
EdgeRock Capital
Colorado
$4.28M
AGA
3532
Arch Global Advisors
New York
$4.28M
HSWM
3533
Hubbell Strickland Wealth Management
Louisiana
$4.28M
AWA
3534
Alta Wealth Advisors
Massachusetts
$4.27M
CFD
3535
Creative Financial Designs
Indiana
$4.27M
FAP
3536
Financial Advisory Partners
Florida
$4.26M
BPW
3537
Bingham Private Wealth
California
$4.26M
BSCCG
3538
Blue Sky Capital Consultants Group
California
$4.26M
KM
3539
KP Management
Minnesota
$4.26M
JGC
3540
J. Goldman & Co
New York
$4.26M
SP
3541
Successful Portfolios
Florida
$4.25M
GLLW
3542
Graves Light Lenhart Wealth
Virginia
$4.24M
IIL
3543
Insight Inv LLC
California
$4.24M
VAM
3544
Virtue Asset Management
Illinois
$4.24M
HIC
3545
Hamrick Investment Counsel
Washington
$4.24M
CPW
3546
Cogent Private Wealth
Florida
$4.24M
SA
3547
Sicart Associates
New York
$4.24M
NPFS
3548
Novak & Powell Financial Services
Florida
$4.24M
VIP
3549
Vista Investment Partners
Oklahoma
$4.24M
NWA
3550
Northwest Wealth Advisors
Washington
$4.23M