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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
NWA
5026
Navis Wealth Advisors
New York
$1.22M
AA
5027
Aufman Associates
Pennsylvania
$1.22M
NRW
5028
Nova R Wealth
Kansas
$1.22M
SC
5029
Schubert & Co
Texas
$1.22M
BF
5030
Bonfire Financial
Colorado
$1.22M
PIC
5031
Portland Investment Counsel
Ontario, Canada
$1.21M
JRFS
5032
James Reed Financial Services
Ohio
$1.21M
SFP
5033
Sterling Financial Planning
New Jersey
$1.21M
BFA
5034
Brown Financial Advisory
Alabama
$1.21M
LWM
5035
Lionshead Wealth Management
New York
$1.21M
RCMU
5036
Rokos Capital Management (UK)
United Kingdom
$1.21M
DM
5037
Diker Management
New York
$1.21M
RSWA
5038
Robinson Smith Wealth Advisors
Maine
$1.21M
CWM
5039
Clearview Wealth Management
California
$1.21M
SWA
5040
Sightline Wealth Advisors
Connecticut
$1.21M
WSA
5041
Wealth Science Advisors
Georgia
$1.2M
WFL
5042
Wealth Forward LLC
North Dakota
$1.2M
MFA
5043
McClarren Financial Advisors
Pennsylvania
$1.2M
BI
5044
Beckerman Institutional
New Jersey
$1.2M
SIA
5045
Sage Investment Advisers
New York
$1.2M
CIR
5046
Clear Investment Research
Georgia
$1.2M
SA
5047
Stewardship Advisors
Pennsylvania
$1.2M
3FI
5048
3 Factor Indexing
California
$1.2M
KAM
5049
KEB Asset Management
Illinois
$1.2M
TLA
5050
Tanglewood Legacy Advisors
Texas
$1.2M