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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
GT
5351
GreatBanc Trust
Illinois
$857K
SC
5352
Soundwatch Capital
Connecticut
$856K
FA
5353
Fortis Advisors
Pennsylvania
$856K
RRWA
5354
Rainey & Randall Wealth Advisors
Florida
$855K
HWM
5355
HRC Wealth Management
Idaho
$855K
HPA
5356
High Probability Advisors
New York
$853K
PCM
5357
PenderFund Capital Management
British Columbia, Canada
$851K
SG
5358
Stanich Group
New York
$850K
AWA
5359
AmeriServ Wealth Advisors
Pennsylvania
$850K
AA
5360
Auctus Advisors
North Carolina
$848K
IMC
5361
Investment Management Corporation
Virginia
$846K
AFIA
5362
America First Investment Advisors
Nebraska
$845K
IWMO
5363
Integrated Wealth Management (Ohio)
Ohio
$845K
WFA
5364
Websterrogers Financial Advisors
South Carolina
$844K
CW
5365
Curio Wealth
Maryland
$844K
RB
5366
Richmond Brothers
Michigan
$840K
SWM
5367
Shepherd Wealth Management
Ohio
$839K
WFP
5368
Wrenne Financial Planning
Kentucky
$838K
IWP
5369
IAG Wealth Partners
Wisconsin
$838K
FPFC
5370
Financial Planning Fort Collins
Colorado
$838K
DFG
5371
Dupree Financial Group
Kentucky
$837K
PA
5372
Prossimo Advisors
California
$837K
NMCM
5373
Nicholson Meyer Capital Management
Missouri
$836K
SGI
5374
Swan Global Investments
Colorado
$834K
CCA
5375
Clarity Capital Advisors
Florida
$834K