We are live on ! Find out more
MSFT icon

Microsoft

6,168 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, 3,230 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: 73.61%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0952,576 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$664B)

Holders
6,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,576
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
YWS
4276
Yarger Wealth Strategies
Ohio
$2.37M
SRWM
4277
Shira Ridge Wealth Management
California
$2.37M
MAM
4278
McLaughlin Asset Management
Illinois
$2.37M
DFP
4279
Donalies Financial Planning
District of Columbia
$2.37M
AIM
4280
ARK Investment Management
Florida
$2.37M
PB
4281
Prosperity Bancshares
Texas
$2.37M
OCPWS
4282
One Charles Private Wealth Services
Massachusetts
$2.37M
JEST
4283
JTC Employer Solutions Trustee
Jersey
$2.36M
WFA
4284
WestHill Financial Advisors
California
$2.36M
PSCM
4285
Per Stirling Capital Management
Texas
$2.36M
GSAM
4286
Grant Street Asset Management
Pennsylvania
$2.36M
WTFG
4287
Wood Tarver Financial Group
Idaho
$2.36M
RCS
4288
Retirement Capital Strategies
California
$2.36M
EWP
4289
Elevation Wealth Partners
California
$2.36M
KLWA
4290
Kelly Lawrence W & Associates
California
$2.36M
BWM
4291
Birchcreek Wealth Management
Ohio
$2.36M
W
4292
WealthCollab
Washington
$2.35M
PFM
4293
Potomac Fund Management
Florida
$2.35M
TA
4294
TFB Advisors
Kansas
$2.35M
RIS
4295
Retirement Income Solutions
Michigan
$2.35M
FFO
4296
Fortitude Family Office
Arizona
$2.34M
CA
4297
Corrado Advisors
New Jersey
$2.34M
RFW
4298
Redwood Family Wealth
Texas
$2.34M
CRIG
4299
Charter Research & Investment Group
Connecticut
$2.33M
CFO
4300
Collective Family Office
Pennsylvania
$2.33M