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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
FA
4601
Fedenia Advisers
Wisconsin
$1.82M
PWA
4602
Primoris Wealth Advisors
Florida
$1.81M
HWMC
4603
Heritage Wealth Management (California)
California
$1.81M
JCFM
4604
JBR Co Financial Management
Oklahoma
$1.81M
MCC
4605
Malaga Cove Capital
California
$1.81M
TC
4606
T3 Companies
New York
$1.8M
PFT
4607
Providence First Trust
Arizona
$1.8M
MCM
4608
M1 Capital Management
Michigan
$1.8M
CCP
4609
Cunning Capital Partners
North Carolina
$1.8M
DG
4610
Dala Group
Illinois
$1.8M
TFM
4611
Trademark Financial Management
Minnesota
$1.79M
YWM
4612
Yukon Wealth Management
Kansas
$1.79M
GFP
4613
Guardian Financial Partners
California
$1.79M
CTC
4614
Corundum Trust Company
South Dakota
$1.79M
VC
4615
Veery Capital
Delaware
$1.78M
TF
4616
Tudor Financial
Ohio
$1.78M
EA
4617
Echo45 Advisors
California
$1.78M
PCI
4618
Planning Center Inc
Illinois
$1.78M
NFP
4619
Narus Financial Partners
Utah
$1.78M
WCP
4620
Wealthcare Capital Partners
Pennsylvania
$1.78M
MAWCM
4621
Mine & Arao Wealth Creation & Management
California
$1.78M
S
4622
Sachetta
Massachusetts
$1.78M
HCA
4623
Hardworking Capital Advisors
California
$1.78M
PCFFS
4624
Pacific Center for Financial Services
California
$1.78M
CC
4625
Cypress Capital
Tennessee
$1.78M