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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
MSA
5301
Marathon Strategic Advisors
Pennsylvania
$910K
VWM
5302
Verus Wealth Management
Wisconsin
$910K
FIT
5303
Financially in Tune
Massachusetts
$909K
VFS
5304
Valpey Financial Services
New Hampshire
$909K
MKW
5305
Mullaney, Keating & Wright
Connecticut
$905K
SIC
5306
Schwartz Investment Counsel
Michigan
$905K
SWP
5307
ShoreHaven Wealth Partners
New Jersey
$905K
OGF
5308
Orin Green Financial
California
$904K
FFS
5309
Fortress Financial Solutions
Arizona
$904K
HIGP
5310
Hill Investment Group Partners
Missouri
$903K
WT
5311
WHI Trust
Illinois
$902K
RMF
5312
Red Mountain Financial
Colorado
$899K
RFG
5313
REAP Financial Group
Texas
$898K
CPC
5314
Cadia Private Client
New Jersey
$898K
SG
5315
Sharper & Granite
California
$894K
FFWM
5316
Future Financial Wealth Management
Ohio
$893K
W
5317
WorthPointe
California
$892K
HFF
5318
Halter Ferguson Financial
Indiana
$891K
BP
5319
BWM Planning
Texas
$891K
VWM
5320
Vermillion Wealth Management
Minnesota
$889K
PCMH
5321
Polymer Capital Management (HK)
Hong Kong
$887K
ODA
5322
One Degree Advisors
California
$885K
TWM
5323
Tumwater Wealth Management
Idaho
$884K
MW
5324
Merited Wealth
Florida
$884K
GOCP
5325
Great Oak Capital Partners
Massachusetts
$883K