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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
GA
3676
Gordian Advisors
Arizona
$3.87M
OWM
3677
Opes Wealth Management
California
$3.87M
LK
3678
Lumbard & Kellner
New Hampshire
$3.87M
GPWA
3679
Great Point Wealth Advisors
Massachusetts
$3.87M
AGA
3680
Accuvest Global Advisors
Utah
$3.86M
OWA
3681
Outlook Wealth Advisors
Texas
$3.86M
NWMG
3682
National Wealth Management Group
Ohio
$3.85M
LFS
3683
Legacy Financial Strategies
Kansas
$3.85M
ABLA
3684
Alan B. Lancz & Associates
Ohio
$3.84M
AI
3685
AXS Investments
New York
$3.83M
SFC
3686
Swisher Financial Concepts
Ohio
$3.83M
PG
3687
Prostatis Group
Maryland
$3.83M
IFS
3688
Integrated Financial Solutions
Virginia
$3.83M
LGG
3689
Luts & Greenleigh Group
Maryland
$3.83M
BFG
3690
Birch Financial Group
New Hampshire
$3.82M
SFWC
3691
Strategic Family Wealth Counselors
New Jersey
$3.82M
BF
3692
Baring Financial
Washington
$3.82M
CMAI
3693
Capital Management Associates Inc
Minnesota
$3.82M
COCM
3694
Charter Oak Capital Management
New Hampshire
$3.82M
PC
3695
Port Capital
Illinois
$3.81M
PMSA
3696
Patrick M. Sweeney & Associates
Illinois
$3.81M
OGC
3697
Oak Grove Capital
New Hampshire
$3.81M
SFG
3698
Seamount Financial Group
Colorado
$3.81M
RL
3699
Rogco LP
Oklahoma
$3.8M
CCG
3700
Catalina Capital Group
California
$3.79M