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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
WW
5476
Winnow Wealth
Texas
$723K
DC
5477
Dahring Cusmano
Michigan
$723K
PM
5478
Pembroke Management
Quebec, Canada
$723K
SFG
5479
Southern Financial Group
Alabama
$721K
TSS
5480
Thomas Story & Son
Indiana
$720K
UFPG
5481
United Financial Planning Group
New York
$720K
CFG
5482
Certior Financial Group
Pennsylvania
$718K
ETS
5483
ESL Trust Services
New York
$717K
GWM
5484
Global Wealth Management
New Jersey
$717K
BCI
5485
Blue Capital Inc
Nebraska
$715K
AWA
5486
Adapt Wealth Advisors
Georgia
$714K
JWM
5487
JDH Wealth Management
California
$714K
TWD
5488
True Wealth Design
Ohio
$713K
HAP
5489
Harbor Asset Planning
Massachusetts
$712K
SHIM
5490
Stone House Investment Management
Pennsylvania
$711K
SAP
5491
Strategic Advisory Partners
North Carolina
$709K
GC
5492
Giverny Capital
Quebec, Canada
$707K
GCIG
5493
Grand Central Investment Group
Florida
$706K
MF
5494
Manuka Financial
Virginia
$706K
LIM
5495
Letson Investment Management
Georgia
$704K
WAG
5496
Windsor Advisory Group
Ohio
$703K
HHGC
5497
Hunting Hill Global Capital
New York
$703K
MFG
5498
Mann Financial Group
Minnesota
$702K
UFA
5499
Uptown Financial Advisors
Texas
$700K
GWM
5500
Grand Wealth Management
Michigan
$699K