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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
MSF
5426
Mustard Seed Financial
Arkansas
$770K
DI
5427
DDFG Inc
California
$769K
VP
5428
Verisail Partners
Georgia
$768K
CCM
5429
Crabel Capital Management
California
$767K
FF
5430
Farnam Financial
Arizona
$765K
ACM
5431
Ardent Capital Management
Ohio
$765K
OWM
5432
Orca Wealth Management
Florida
$764K
OWA
5433
Oak Wealth Advisors
Illinois
$763K
SPW
5434
Stillwater Private Wealth
Pennsylvania
$762K
PA
5435
ProCore Advisors
California
$761K
CPA
5436
Clear Point Advisors
New York
$760K
AWM
5437
Allen Wealth Management
North Carolina
$758K
BFS
5438
Burrus Financial Services
Utah
$757K
CWA
5439
Centerline Wealth Advisors
Kentucky
$757K
HCRE
5440
Hoya Capital Real Estate
Connecticut
$757K
VEA
5441
Virtus ETF Advisers
New York
$756K
EWA
5442
Elevate Wealth Advisory
Georgia
$756K
MWA
5443
Martel Wealth Advisors
Washington
$753K
HOWA
5444
Heritage Oak Wealth Advisors
Florida
$753K
PP
5445
PFS Partners
New Jersey
$752K
CWR
5446
Chico Wealth RIA
California
$752K
WP
5447
Walleye Partners
Wisconsin
$752K
BWA
5448
Brave Warrior Advisors
New York
$750K
LKBC
5449
L.K. Benson & Company
Maryland
$748K
TVM
5450
True Vision MN
Minnesota
$747K