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
1IA
4776
1620 Investment Advisors
Massachusetts
$1.55M
CCM
4777
Cannon Capital Management
Utah
$1.55M
CCMI
4778
Creative Capital Management Investments
California
$1.55M
CFS
4779
Coordinated Financial Services
Colorado
$1.55M
DPI
4780
Diversified Portfolios Inc
Michigan
$1.54M
AFA
4781
American Financial Advisors
Georgia
$1.54M
SIM
4782
Sprucegrove Investment Management
Ontario, Canada
$1.54M
DWA
4783
Dougherty Wealth Advisers
Minnesota
$1.54M
BWP
4784
Bernardo Wealth Planning
Pennsylvania
$1.54M
MWM
4785
MorganRosel Wealth Management
Colorado
$1.53M
CWA
4786
CogentBlue Wealth Advisors
Tennessee
$1.53M
WOSD
4787
WFA of San Diego
California
$1.53M
TF
4788
Tenon Financial
New Jersey
$1.53M
PIM
4789
Platinum Investment Management
Australia
$1.53M
GIM
4790
Groesbeck Investment Management
New Jersey
$1.53M
NWM
4791
Nova Wealth Management
Florida
$1.53M
KSWWM
4792
Keyes Stange & Wooten Wealth Management
Florida
$1.53M
CA
4793
Cresta Advisors
Texas
$1.53M
LMFP
4794
Larry Mathis Financial Planning
Arizona
$1.53M
HWM
4795
Howard Wealth Management
Connecticut
$1.53M
FLFS
4796
Family Legacy Financial Solutions
North Carolina
$1.52M
LAM
4797
Lakewood Asset Management
Illinois
$1.52M
RCM
4798
RMR Capital Management
California
$1.52M
HCP
4799
Hardin Capital Partners
South Carolina
$1.52M
THL
4800
Tillman Hartley LLC
Colorado
$1.52M