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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
XPN
5051
XY Planning Network
Montana
$1.2M
GFL
5052
Granite FO LLC
New Hampshire
$1.2M
LHP
5053
Lexington Hill Partners
Texas
$1.2M
ACM
5054
Armbruster Capital Management
New York
$1.2M
FCC
5055
Flower City Capital
New York
$1.2M
SGC
5056
Slocum, Gordon & Co
Rhode Island
$1.19M
VFM
5057
Vision Financial Markets
Connecticut
$1.19M
RTL
5058
Red Tortoise LLC
Georgia
$1.19M
SA
5059
SPG Advisors
Washington
$1.19M
CFG
5060
Copley Financial Group
California
$1.19M
PA
5061
Persium Advisors
Georgia
$1.19M
QWM
5062
Quaker Wealth Management
New Jersey
$1.19M
PGF
5063
Plan Group Financial
Oklahoma
$1.19M
WF
5064
Warner Financial
Maryland
$1.19M
SC
5065
Sykon Capital
New York
$1.18M
ACA
5066
Ackerman Capital Advisors
Texas
$1.18M
KWM
5067
Kassira Wealth Management
Tennessee
$1.18M
RF
5068
RHS Financial
California
$1.18M
FFG
5069
Fortress Financial Group
Minnesota
$1.18M
SFA
5070
Seneca Financial Advisors
New York
$1.18M
BF
5071
Brogan Financial
Tennessee
$1.18M
AFP
5072
Alpha Financial Partners
Kentucky
$1.18M
BCA
5073
Bay Capital Advisors
Virginia
$1.18M
AWM
5074
Austin Wealth Management
Texas
$1.18M
SIC
5075
Sage Investment Counsel
Tennessee
$1.18M