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
UCMOK
5251
United Capital Management of KS
Kansas
$960K
KA
5252
Kure Advisory
Minnesota
$959K
MW
5253
Marrick Wealth
California
$959K
RA
5254
Rubicon Advisors
California
$957K
KFP
5255
Kerr Financial Planning
California
$957K
MWM
5256
McMill Wealth Management
Nebraska
$956K
OCFG
5257
O'Connor Financial Group
Illinois
$955K
DF
5258
Daviman Financial
Indiana
$953K
FWA
5259
FORM Wealth Advisors
Wisconsin
$953K
JWM
5260
Johnson Wealth Management
North Dakota
$951K
TWG
5261
The Wealth Group
Minnesota
$951K
CB
5262
Chris Bulman
California
$947K
BWA
5263
Boulder Wealth Advisors
Colorado
$945K
SM
5264
Sensible Money
Arizona
$945K
WAM
5265
Winslow Asset Management
Ohio
$944K
MWP
5266
Meredith Wealth Planning
Illinois
$944K
DC
5267
Dorval Corp
Minnesota
$943K
AWM
5268
Act Wealth Management
Texas
$942K
CCM
5269
Carmel Capital Management
California
$940K
CWMA
5270
Capstone Wealth Management (Alabama)
Alabama
$940K
CFS
5271
Cannon Financial Strategists
Georgia
$939K
WAM
5272
WealthCare Asset Management
Missouri
$939K
RIM
5273
Reliant Investment Management
Tennessee
$937K
AI
5274
Axecap Investments
Ohio
$936K
SHFC
5275
Safe Harbor Family Capital
North Carolina
$935K