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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
SFP
4751
Strategic Financial Partners
Oregon
$1.58M
GL
4752
Gerber LLC
Ohio
$1.58M
SI
4753
Severin Investments
Missouri
$1.57M
SA
4754
Sonoma Allocations
California
$1.57M
BWG
4755
Beta Wealth Group
California
$1.57M
BHPW
4756
Box Hill Private Wealth
Arizona
$1.57M
IWAO
4757
Independence Wealth Advisors (Ohio)
Ohio
$1.57M
HGA
4758
Hobbs Group Advisors
South Carolina
$1.57M
VPF
4759
Vantage Point Financial
Illinois
$1.57M
OPWM
4760
Oregon Pacific Wealth Management
Oregon
$1.57M
CCA
4761
Coign Capital Advisors
Utah
$1.57M
KLI
4762
Kelman-Lazarov Inc
Tennessee
$1.57M
AFO
4763
Allie Family Office
Florida
$1.57M
PRTG
4764
Post Resch Tallon Group
New York
$1.57M
IWS
4765
Integrity Wealth Solutions
Colorado
$1.57M
CPL
4766
CAP Partners LLC
Tennessee
$1.56M
GPW
4767
Gray Private Wealth
Massachusetts
$1.56M
DWM
4768
Defined Wealth Management
Oregon
$1.56M
VNIM
4769
Vaughan Nelson Investment Management
Texas
$1.56M
NEAM
4770
New England Asset Management
Connecticut
$1.55M
YIM
4771
Yoffe Investment Management
Pennsylvania
$1.55M
OE
4772
OFS Enterprise
Nebraska
$1.55M
MWM
4773
Madrid Wealth Management
New Mexico
$1.55M
NWP
4774
NerdWallet Wealth Partners
New York
$1.55M
II
4775
Impact Investors
California
$1.55M