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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
RPCONE
3751
Retirement Planning Company of New England
Rhode Island
$3.66M
EPG
3752
Estate Planners Group
Pennsylvania
$3.66M
DG
3753
DMC Group
Alabama
$3.65M
DA
3754
Detalus Advisors
Missouri
$3.65M
PFG
3755
PAX Financial Group
Texas
$3.65M
DBRC
3756
D.B. Root & Company
Pennsylvania
$3.64M
MF
3757
Montis Financial
Massachusetts
$3.64M
ITIM
3758
Indiana Trust & Investment Management
Indiana
$3.64M
ACM
3759
Advance Capital Management
Michigan
$3.63M
AF
3760
Atala Financial
California
$3.63M
HTI
3761
Hikari Tsushin Inc
Japan
$3.63M
CCA
3762
Catalyst Capital Advisors
New York
$3.62M
RA
3763
Riversedge Advisors
Delaware
$3.62M
GP
3764
GLR Partners
Maryland
$3.62M
RA
3765
Rockingstone Advisors
Massachusetts
$3.62M
RWM
3766
Riverbend Wealth Management
South Carolina
$3.62M
MAM
3767
Milestone Asset Management
Pennsylvania
$3.61M
SGCA
3768
Steel Grove Capital Advisors
Tennessee
$3.61M
PAM
3769
Paradigm Asset Management
New York
$3.61M
CSI
3770
Cross Staff Investments
New York
$3.61M
MWM
3771
Massachusetts Wealth Management
Massachusetts
$3.61M
FAM
3772
Flaharty Asset Management
Florida
$3.6M
RC
3773
RBO & Co
California
$3.6M
GWAG
3774
Garrett Wealth Advisory Group
Texas
$3.6M
HCM
3775
HMS Capital Management
Tennessee
$3.6M