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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
BF
5126
Blankinship & Foster
California
$1.1M
OC
5127
Optima Capital
Oregon
$1.1M
W
5128
WPWealth
Texas
$1.1M
PEWA
5129
Pacific Excel Wealth Advisors
California
$1.09M
DWM
5130
Dogwood Wealth Management
Kansas
$1.09M
FGG
5131
Financial Guidance Group
Florida
$1.09M
BWM
5132
Benson Wealth Management
Tennessee
$1.09M
NG
5133
Navigation Group
California
$1.09M
DG
5134
Diesslin Group
Texas
$1.09M
B
5135
Bedminster
South Carolina
$1.08M
IWB
5136
Innovative Wealth Building
Maryland
$1.08M
EP
5137
Ehrenkranz Partners
New York
$1.08M
GRA
5138
Golden Road Advisors
Florida
$1.08M
HA
5139
Hyposwiss Advisors
$1.08M
VCWA
5140
Vanguard Capital Wealth Advisors
Colorado
$1.08M
SL
5141
SWMG LLC
Texas
$1.08M
BSTWA
5142
Blake Schutter Theil Wealth Advisors
Ohio
$1.08M
RPGNY
5143
Retirement Planning Group (New York)
New York
$1.08M
CL
5144
CSS LLC
Illinois
$1.08M
BA
5145
Ballew Advisors
Mississippi
$1.07M
SCM
5146
Saber Capital Management
North Carolina
$1.07M
WHAM
5147
Windmill Hill Asset Management
United Kingdom
$1.07M
BFM
5148
Brooklands Fund Management
United Kingdom
$1.07M
BW
5149
BostonPremier Wealth
Massachusetts
$1.07M
DACS
5150
Dymon Asia Capital (Singapore)
Singapore
$1.07M