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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
TA
5626
TKG Advisors
Indiana
$586K
AWMNY
5627
Arcadia Wealth Management (New York)
New York
$585K
SBF
5628
Sara-Bay Financial
Florida
$582K
CPC
5629
CFC Planning Company
Indiana
$581K
FCM
5630
Fieldview Capital Management
Michigan
$580K
NFG
5631
Northeast Financial Group
Pennsylvania
$580K
BBWP
5632
Beacon Bridge Wealth Partners
Pennsylvania
$580K
LWM
5633
Luminvest Wealth Management
Arizona
$578K
NLWP
5634
Next Level Wealth Planning
Idaho
$578K
FF
5635
Fortitude Financial
Washington
$578K
DTL
5636
Dynamic Technology Lab
Singapore
$578K
FPCG
5637
Forum Private Client Group
Indiana
$576K
OWA
5638
OakTrust Wealth Advisors
Connecticut
$576K
SSG
5639
Summit Securities Group
New York
$574K
FIA
5640
FNY Investment Advisers
New York
$573K
RCWM
5641
Red Crane Wealth Management
California
$571K
CWP
5642
Clark Wealth Partners
Illinois
$569K
FIA
5643
FPC Investment Advisory
California
$568K
EFP
5644
EnRich Financial Partners
Wisconsin
$568K
WIC
5645
Whitegate Investment Counselors
New Hampshire
$568K
BSWM
5646
Boston Standard Wealth Management
Massachusetts
$566K
BCG
5647
Bravias Capital Group
New Jersey
$566K
BA
5648
BCM Advisors
Louisiana
$565K
CWM
5649
Core Wealth Management
Florida
$565K
MS
5650
Monetary Solutions
Ohio
$564K