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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
DWS
5526
Dynamic Wealth Strategies
California
$674K
DFA
5527
DHJJ Financial Advisors
Illinois
$672K
PCMM
5528
Piedmont Capital Management (Montana)
Montana
$672K
IFPL
5529
Investments & Financial Planning LLC
Kentucky
$670K
TDC
5530
Thompson Davis & Co
Virginia
$670K
LSL
5531
Legacy Solutions LLC
Pennsylvania
$670K
WAM
5532
Weinberger Asset Management
California
$669K
LL
5533
LPWM LLC
Minnesota
$669K
BFA
5534
Bright Financial Advisors
Michigan
$668K
WFPG
5535
Waller Financial Planning Group
Ohio
$667K
CIAS
5536
CBIZ Investment Advisory Services
Ohio
$667K
WCL
5537
Wealth Care LLC
Florida
$667K
FF
5538
Foundry Financial
California
$667K
LWM
5539
Lifetime Wealth Management
Texas
$666K
SWM
5540
SpringVest Wealth Management
Texas
$666K
AI
5541
Auour Investments
Massachusetts
$666K
DW
5542
Dodds Wealth
Colorado
$665K
CCP
5543
Carmel Capital Partners
California
$665K
I
5544
InceptionR
California
$665K
DFC
5545
DBK Financial Counsel
Ohio
$664K
COFSG
5546
Carbahal Olsen Financial Services Group
California
$664K
EPP
5547
ETF Portfolio Partners
Kansas
$662K
CAG
5548
Compass Advisory Group
New York
$661K
BFS
5549
Boyer Financial Services
California
$660K
PPP
5550
Prism Planning Partners
Illinois
$659K