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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
JHC
4476
J. Hagan Capital
Kentucky
$2.01M
GWM
4477
Greenline Wealth Management
Florida
$2.01M
CW
4478
Cedarwood Wealth
Colorado
$2.01M
BCG
4479
BayBridge Capital Group
California
$2.01M
IAG
4480
Investmark Advisory Group
Connecticut
$2M
IA
4481
Invested Advisors
Pennsylvania
$2M
FFL
4482
Financial Freedom LLC
Ohio
$2M
PF
4483
PlanVest Financial
Maryland
$2M
MCM
4484
Mainstream Capital Management
California
$2M
CAG
4485
Centerpoint Advisory Group
Kansas
$2M
AP
4486
Advisortrust Partners
North Carolina
$2M
PPA
4487
Painted Porch Advisors
California
$1.99M
PI
4488
Pachira Investments
California
$1.99M
BWM
4489
BNB Wealth Management
Maryland
$1.99M
KDA
4490
Kraft Davis & Associates
Missouri
$1.99M
RA
4491
Ruggaard & Associates
Ohio
$1.98M
TA
4492
TrueWealth Advisors
Alabama
$1.98M
SA
4493
SRH Advisors
Kansas
$1.98M
PS
4494
Planned Solutions
California
$1.98M
HSG
4495
Helen Stephens Group
Texas
$1.98M
MWS
4496
MFA Wealth Services
California
$1.98M
OWM
4497
Orgel Wealth Management
Wisconsin
$1.97M
PCA
4498
Private Capital Advisors
Connecticut
$1.97M
WG
4499
WMS Group
Louisiana
$1.97M
3F
4500
360 Financial
Minnesota
$1.97M