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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
RCM
5376
Ratan Capital Management
Florida
$833K
AL
5377
Arnhold LLC
New York
$833K
CPCP
5378
Cedar Point Capital Partners
Iowa
$832K
IFA
5379
Independence Financial Advisors
New Hampshire
$831K
LFA
5380
Level Financial Advisors
New York
$830K
AIA
5381
Aventus Investment Advisors
Florida
$829K
FWM
5382
ForthRight Wealth Management
Georgia
$829K
LIWM
5383
Long Island Wealth Management
New York
$829K
OFG
5384
Opulen Financial Group
Virginia
$827K
CI
5385
Corient IA
Florida
$825K
HWM
5386
HBE Wealth Management
Nebraska
$824K
HFS
5387
Hughes Financial Services
Virginia
$823K
QP
5388
Quartz Partners
New York
$822K
SEA
5389
Stegent Equity Advisors
Texas
$822K
JWS
5390
Juncture Wealth Strategies
Arizona
$821K
6SA
5391
6th Street Advisors
Alabama
$820K
SWM
5392
Shrier Wealth Management
California
$820K
LWM
5393
Lighthouse Wealth Management
Ohio
$820K
E
5394
EntreWealth
Texas
$819K
HWA
5395
Heritage Wealth Architects
Minnesota
$818K
WFP
5396
Welch Financial Planning
Colorado
$818K
PCM
5397
Passive Capital Management
Maryland
$815K
HWM
5398
Hemming & Wealth Management
Michigan
$814K
AWM
5399
Avaii Wealth Management
Wisconsin
$809K
SFC
5400
Summit Financial Consulting
Michigan
$808K