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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
FF
4326
Formulate Financial
Florida
$2.28M
HPBT
4327
Hickory Point Bank & Trust
Illinois
$2.28M
BFAG
4328
Blackston Financial Advisory Group
Florida
$2.27M
PWA
4329
PCG Wealth Advisors
Kansas
$2.27M
QA
4330
Quattro Advisors
Pennsylvania
$2.27M
AFO
4331
Arrowroot Family Office
California
$2.27M
CA
4332
Cortland Associates
Missouri
$2.26M
SHF
4333
Safe Harbor Fiduciary
Florida
$2.26M
KWM
4334
KFG Wealth Management
Indiana
$2.26M
IFPG
4335
Intrepid Financial Planning Group
Indiana
$2.25M
SMG
4336
Smart Money Group
Texas
$2.25M
LF
4337
LifePlan Financial
Minnesota
$2.25M
TVAMP
4338
Tennessee Valley Asset Management Partners
Tennessee
$2.25M
CCM
4339
Check Capital Management
California
$2.25M
SSA
4340
Shepherd Street Advisors
California
$2.25M
WA
4341
Westfuller Advisors
New York
$2.25M
CIG
4342
Cascade Investment Group
Colorado
$2.24M
E
4343
Evansbrook
Illinois
$2.24M
PWM
4344
Partnership Wealth Management
Maryland
$2.24M
TWM
4345
TriaGen Wealth Management
California
$2.24M
TPWM
4346
Twelve Points Wealth Management
Massachusetts
$2.24M
CWA
4347
Cura Wealth Advisors
Illinois
$2.24M
TFO
4348
Tarbox Family Office
California
$2.23M
PIA
4349
Powell Investment Advisors
Florida
$2.23M
LA
4350
Latitude Advisors
Florida
$2.23M