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Microsoft

6,091 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 3,192 increasing their positions, 2,362 reducing their positions, and 219 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 ownership

Funds ownership:

3% less funds holding

Funds holding: 6,2556,091 (-164)

17% less funds holding in top 10

Funds holding in top 10: 3,0872,553 (-534)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$667B)

Holders
6,091
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,553
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
HWMT
5726
Heritage Wealth Management (Texas)
Texas
$432K
SC
5727
Steph & Co
Wisconsin
$431K
ADMI
5728
Albert D. Mason Inc
Massachusetts
$428K
WWWM
5729
White Wing Wealth Management
Texas
$426K
MGI
5730
Miller Global Investments
Texas
$424K
MFG
5731
Marmo Financial Group
Tennessee
$424K
PJC
5732
Phillip James Consulting
Minnesota
$423K
DIM
5733
DC Investments Management
Virginia
$423K
TIM
5734
Triad Investment Management
California
$422K
TWM
5735
Tanglewood Wealth Management
Texas
$420K
AWA
5736
Aquire Wealth Advisors
Utah
$418K
SF
5737
Steffes Financial
Kansas
$417K
LAS
5738
Legacy Advisory Services
Pennsylvania
$417K
OFG
5739
Omega Financial Group
California
$415K
P
5740
Palladiem
Pennsylvania
$414K
SA
5741
SoundView Advisors
Washington
$414K
CI
5742
Cordant Inc
Oregon
$412K
PA
5743
Powerhouse Assets
Massachusetts
$411K
NFA
5744
Northwest Financial Advisors
Virginia
$411K
WW
5745
Wright Wealth
Georgia
$411K
AFA
5746
Amicus Financial Advisors
Texas
$410K
RLWM
5747
RF&L Wealth Management
Massachusetts
$408K
HIW
5748
Holos Integrated Wealth
Pennsylvania
$408K
HAFS
5749
Hapanowicz & Associates Financial Services
Pennsylvania
$408K
EA
5750
Ergawealth Advisors
Illinois
$407K