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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
PWA
3651
Provenance Wealth Advisors
Florida
$3.96M
1CP
3652
17 Capital Partners
Arizona
$3.95M
FDS
3653
First Dallas Securities
Texas
$3.95M
BWM
3654
Bosman Wealth Management
California
$3.95M
TCWM
3655
Total Clarity Wealth Management
Illinois
$3.95M
CWM
3656
Centurion Wealth Management
Virginia
$3.94M
BDF
3657
Black Diamond Financial
Maryland
$3.94M
GRWP
3658
Green Ridge Wealth Planning
New Jersey
$3.93M
DF
3659
Dunhill Financial
United Kingdom
$3.93M
SL
3660
StoryOne LLC
Kansas
$3.93M
MWVC
3661
Morgens Waterfall Vintiadis & Co
New York
$3.92M
IFA
3662
Index Fund Advisors
California
$3.92M
CL
3663
CLG LLC
California
$3.92M
FSAG
3664
Financial Solutions Advisory Group
Illinois
$3.91M
PWP
3665
Precedent Wealth Partners
Texas
$3.91M
DS
3666
Dudley & Shanley
Florida
$3.91M
M
3667
MATAURO
New York
$3.91M
GIPW
3668
Granite Islands Private Wealth
Connecticut
$3.9M
LSA
3669
Lansing Street Advisors
Pennsylvania
$3.9M
KFS
3670
Keynote Financial Services
Connecticut
$3.89M
NWA
3671
New World Advisors
Massachusetts
$3.89M
RCG
3672
Ridge Creek Global
Ohio
$3.89M
JJBC
3673
James J. Burns & Company
New York
$3.89M
WG
3674
Wealth Group
North Carolina
$3.89M
ACM
3675
Alessandra Capital Management
California
$3.89M