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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
DC
5326
Darrow Company
Massachusetts
$881K
AWP
5327
Axis Wealth Partners
Rhode Island
$879K
CFG
5328
CMC Financial Group
Georgia
$876K
CCA
5329
Conestoga Capital Advisors
Pennsylvania
$873K
Q1WB
5330
Quest 10 Wealth Builders
Virginia
$872K
SPA
5331
Sound Portfolio Advisors
Connecticut
$872K
BWM
5332
Brickley Wealth Management
California
$871K
SHFP
5333
Second Half Financial Partners
Florida
$871K
NBWM
5334
North Berkeley Wealth Management
California
$868K
NWMP
5335
Noble Wealth Management PBC
Colorado
$868K
SF
5336
Schaeffer Financial
Maryland
$868K
BAG
5337
Bauman Advisory Group
Nevada
$867K
FAM
5338
Frontier Asset Management
Wyoming
$867K
RFO
5339
RiverGlades Family Offices
Florida
$866K
FF
5340
Financial Futures
New Jersey
$866K
DI
5341
Decision Investments
California
$866K
CCMW
5342
Cypress Capital Management (Wyoming)
Wyoming
$866K
KNFPWM
5343
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$864K
WMWM
5344
Wilkins Miller Wealth Management
Alabama
$864K
CWM
5345
Copia Wealth Management
Oregon
$863K
PFA
5346
Presper Financial Architects
Ohio
$862K
IWP
5347
Insight Wealth Partners
Texas
$861K
HWA
5348
HMV Wealth Advisors
Louisiana
$860K
SSA
5349
Sierra Summit Advisors
Nevada
$858K
SFMG
5350
Sage Financial Management Group
Virginia
$858K