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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
VWM
5601
VanWeelden Wealth Management
Ohio
$609K
BFA
5602
Bluestem Financial Advisors
Illinois
$606K
ML
5603
MLP3 LLC
New Jersey
$605K
TWA
5604
Trace Wealth Advisors
California
$604K
SCM
5605
Sollinda Capital Management
Florida
$603K
NS
5606
Northland Securities
Minnesota
$602K
MIM
5607
Martin Investment Management
Florida
$599K
WA
5608
Wealthstar Advisors
Texas
$599K
MAP
5609
Moody Aldrich Partners
Massachusetts
$598K
SFAM
5610
Sawyer Falduto Asset Management
Illinois
$597K
RWM
5611
Rolek Wealth Management
Pennsylvania
$597K
CMMS
5612
Comprehensive Money Management Services
Florida
$596K
CFG
5613
Clayton Financial Group
Missouri
$596K
BFG
5614
Baron Financial Group
New Jersey
$595K
XFP
5615
Xena Financial Planning
Oregon
$595K
SR
5616
Swiss Re
Switzerland
$594K
PWM
5617
Praetorian Wealth Management
California
$593K
DMKJ
5618
David M. Knott Jr
$592K
TCM
5619
Tuttle Capital Management
Connecticut
$592K
BBP
5620
Banco BTG Pactual
Brazil
$591K
ACM
5621
Alamar Capital Management
California
$591K
PFG
5622
Pinnacle Financial Group
Illinois
$587K
MTI
5623
Merrithew & Thorsten Inc
California
$587K
CFG
5624
Cornerstone Financial Group
Nebraska
$587K
AWMNH
5625
Arcadia Wealth Management (New Hampshire)
New Hampshire
$587K