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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
FF
5551
Foronjy Financial
California
$658K
OM
5552
OV Management
Minnesota
$657K
CC
5553
Citrine Capital
California
$657K
CFGF
5554
Compass Financial Group (Florida)
Florida
$657K
SI
5555
Stirlingshire Investments
New York
$657K
CWRP
5556
Cassady Wealth & Retirement Planning
Nevada
$655K
PAM
5557
PVG Asset Management
Colorado
$653K
HC
5558
Hurley Capital
New York
$651K
BF
5559
Brooklyn FI
New York
$651K
MFA
5560
Morling Financial Advisors
California
$650K
FWM
5561
Forteris Wealth Management
New York
$648K
OCM
5562
Objective Capital Management
Ohio
$647K
SIMG
5563
Stephens Investment Management Group
Texas
$645K
SWA
5564
ShankerValleau Wealth Advisors
Illinois
$644K
EW
5565
Enzi Wealth
Texas
$642K
AFG
5566
Arkansas Financial Group
Arkansas
$640K
OWA
5567
ORBA Wealth Advisors
Illinois
$638K
HFW
5568
Horizon Family Wealth
Illinois
$637K
RPC
5569
Royal Palms Capital
Montana
$636K
PWM
5570
Parkshore Wealth Management
California
$636K
SIA
5571
Spectrum Investment Advisors
Wisconsin
$634K
WA
5572
Winter & Associates
Minnesota
$632K
MPW
5573
MA Private Wealth
California
$630K
CEFA
5574
Closed-End Fund Advisors
Virginia
$630K
JRCM
5575
Jones Road Capital Management
New York
$629K