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
I2I
5101
Insight 2811 Inc
Illinois
$1.15M
LFS
5102
Lutz Financial Services
Nebraska
$1.15M
HA
5103
Heartland Advisors
Wisconsin
$1.14M
PSA
5104
Plum Street Advisors
Louisiana
$1.14M
TWM
5105
Trinity Wealth Management
Pennsylvania
$1.14M
FFL
5106
Future Fund LLC
Illinois
$1.14M
DWM
5107
Dopkins Wealth Management
New York
$1.13M
CSI
5108
Clark & Stuart Inc
Maine
$1.13M
LGW
5109
Leslie Global Wealth
Illinois
$1.13M
RRA
5110
Red Reef Advisors
Florida
$1.13M
HPM
5111
Hudson Portfolio Management
New York
$1.13M
KRW
5112
Kaufman Rossin Wealth
Florida
$1.13M
KC
5113
Karras Company
Utah
$1.13M
MPIA
5114
Milestones Private Investment Advisors
New York
$1.12M
BAM
5115
Burkett Asset Management
$1.12M
O3W
5116
Omni 360 Wealth
New Jersey
$1.12M
PFM
5117
Peak Financial Management
Massachusetts
$1.11M
MWM
5118
MFG Wealth Management
Indiana
$1.11M
BOA
5119
Birnam Oak Advisors
New York
$1.11M
DLP
5120
De Lisle Partners
United Kingdom
$1.11M
PCM
5121
Ping Capital Management
New York
$1.11M
CM
5122
CM Management
Florida
$1.11M
GCM
5123
Gallacher Capital Management
Colorado
$1.11M
AIP
5124
Alexis Investment Partners
Texas
$1.1M
RFA
5125
Reyes Financial Architecture
California
$1.1M