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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
OFS
5201
Opus Financial Solutions
Illinois
$1M
PLFS
5202
Provident Living Financial Services
Utah
$1M
TLFA
5203
True Link Financial Advisors
California
$1M
IPW
5204
Intergy Private Wealth
Colorado
$1M
SAM
5205
Smith Asset Management
Florida
$999K
DC
5206
Diametric Capital
Massachusetts
$996K
DF
5207
Dedeker Financial
Minnesota
$995K
AWA
5208
A4 Wealth Advisors
North Carolina
$995K
BH
5209
Burk Holdings
Oklahoma
$995K
PJWM
5210
Philip James Wealth Mangement
Georgia
$994K
TP
5211
Thayer Partners
Pennsylvania
$994K
BA
5212
Brightwater Advisory
Florida
$994K
EFA
5213
Englebert Financial Advisers
Pennsylvania
$994K
MSWA
5214
Marshall & Sterling Wealth Advisors
New York
$992K
C
5215
Covestor
United Kingdom
$991K
PPWM
5216
Premier Private Wealth Management
Florida
$991K
OAM
5217
Oberweis Asset Management
Illinois
$987K
BPW
5218
BLVD Private Wealth
Kentucky
$985K
WA
5219
Waterford Advisors
New York
$984K
MI
5220
Moneywise Inc
Virginia
$984K
HCC
5221
Hirtle Callaghan & Co
Pennsylvania
$984K
LFA
5222
Lauterbach Financial Advisors
Texas
$983K
HG
5223
Harbor Group
New Hampshire
$982K
HHWM
5224
Hiley Hunt Wealth Management
Nebraska
$980K
SWP
5225
Stone Wealth Partners
Louisiana
$980K