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Microsoft

6,157 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, 3,222 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
6,157
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
BDF
3651
Black Diamond Financial
Maryland
$3.94M
GRWP
3652
Green Ridge Wealth Planning
New Jersey
$3.93M
DF
3653
Dunhill Financial
United Kingdom
$3.93M
SL
3654
StoryOne LLC
Kansas
$3.93M
MWVC
3655
Morgens Waterfall Vintiadis & Co
New York
$3.92M
IFA
3656
Index Fund Advisors
California
$3.92M
CL
3657
CLG LLC
California
$3.92M
FSAG
3658
Financial Solutions Advisory Group
Illinois
$3.91M
PWP
3659
Precedent Wealth Partners
Texas
$3.91M
DS
3660
Dudley & Shanley
Florida
$3.91M
M
3661
MATAURO
New York
$3.91M
GIPW
3662
Granite Islands Private Wealth
Connecticut
$3.9M
LSA
3663
Lansing Street Advisors
Pennsylvania
$3.9M
KFS
3664
Keynote Financial Services
Connecticut
$3.89M
NWA
3665
New World Advisors
Massachusetts
$3.89M
RCG
3666
Ridge Creek Global
Ohio
$3.89M
JJBC
3667
James J. Burns & Company
New York
$3.89M
WG
3668
Wealth Group
North Carolina
$3.89M
ACM
3669
Alessandra Capital Management
California
$3.89M
BCMLT
3670
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.88M
BCM
3671
Boreal Capital Management
Florida
$3.88M
AWM
3672
Ariadne Wealth Management
California
$3.88M
GAFA
3673
Garton & Associates Financial Advisors
Kentucky
$3.88M
AWA
3674
AGH Wealth Advisors
Kansas
$3.87M
MFGM
3675
Marshall Financial Group (Maryland)
Maryland
$3.87M