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Microsoft

6,099 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 222 funds opening new positions, 3,195 increasing their positions, 2,366 reducing their positions, and 218 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 ownership

Funds ownership:

3% less funds holding

Funds holding: 6,2566,099 (-157)

17% less funds holding in top 10

Funds holding in top 10: 3,0872,557 (-530)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$666B)

Holders
6,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,557
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
CP
5401
Covalent Partners
Massachusetts
$740K
FFP
5402
Freedom Financial Partners
Minnesota
$740K
CAM
5403
Cobblestone Asset Management
Virginia
$740K
RWM
5404
RMG Wealth Management
Wisconsin
$740K
KGP
5405
Keystone Global Partners
Colorado
$738K
AWM
5406
Aureum Wealth Management
Florida
$738K
LFWA
5407
LiftPoint Family Wealth Advisors
New Jersey
$738K
FS
5408
Financial Symmetry
North Carolina
$735K
MSRI
5409
Michael S. Ryan Inc
New York
$735K
JCA
5410
January Capital Advisors
California
$734K
CFS
5411
Compass Financial Services
Iowa
$734K
MSWM
5412
Master's Wealth Management
Pennsylvania
$732K
SS
5413
Sound Stewardship
Kansas
$732K
IPS
5414
Investors Portfolio Services
Washington
$732K
5W
5415
5T Wealth
California
$732K
BHWA
5416
Beacon Harbor Wealth Advisors
Virginia
$731K
SPP
5417
Single Point Partners
Massachusetts
$730K
AAG
5418
Accordant Advisory Group
Maryland
$727K
DWM
5419
DeLarme Wealth Management
California
$726K
FFP
5420
Forbes Financial Planning
Rhode Island
$726K
RWM
5421
Ruedi Wealth Management
Illinois
$724K
WW
5422
Winnow Wealth
Texas
$723K
DC
5423
Dahring Cusmano
Michigan
$723K
PM
5424
Pembroke Management
Quebec, Canada
$723K
TSS
5425
Thomas Story & Son
Indiana
$720K