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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
CFA
3776
Camarda Financial Advisors
Florida
$3.6M
SAM
3777
Satovsky Asset Management
New York
$3.6M
AAG
3778
Asset Advisory Group
New Jersey
$3.6M
WSFG
3779
Wall Street Financial Group
Illinois
$3.59M
MDSL
3780
M.D. Sass LLC
New York
$3.59M
PFW
3781
Petros Family Wealth
Minnesota
$3.59M
BA
3782
Bellwether Advisors
Nebraska
$3.59M
PA
3783
Planning Alternatives
Michigan
$3.59M
CAM
3784
CenterStar Asset Management
Illinois
$3.58M
FC
3785
Fairscale Capital
New Hampshire
$3.58M
PAM
3786
Pacific Asset Management
Washington
$3.58M
MWM
3787
Maridea Wealth Management
New York
$3.57M
CL
3788
CIM LLC
New York
$3.57M
RWPA
3789
Richard W. Paul & Associates
Michigan
$3.57M
GC
3790
Gilbert & Cook
Iowa
$3.57M
HWA
3791
Heartwood Wealth Advisors
Virginia
$3.57M
PWP
3792
Phillips Wealth Planners
Mississippi
$3.57M
FWP
3793
Firethorn Wealth Partners
Georgia
$3.56M
CCP
3794
Clarkston Capital Partners
Michigan
$3.56M
CB
3795
Centennial Bank
Arkansas
$3.56M
OL
3796
Owen LaRue
Kentucky
$3.56M
SPW
3797
Signet Private Wealth
Illinois
$3.54M
FF
3798
Farrell Financial
New York
$3.54M
WDL
3799
Well Done LLC
Michigan
$3.54M
ACA
3800
Ascension Capital Advisors
Texas
$3.53M