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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
LIM
5751
Lagoda Investment Management
New York
$407K
LFWA
5752
LBJ Family Wealth Advisors
Texas
$406K
GWM
5753
GK Wealth Management
Nevada
$405K
DWM
5754
DWR Wealth Management
California
$405K
RFP
5755
Roth Financial Partners
Texas
$405K
SC
5756
Swan Capital
Florida
$405K
STFP
5757
Signal Tree Financial Partners
Ohio
$404K
AAM
5758
Ackerman Asset Management
Maryland
$402K
PP
5759
Pearl Planning
Michigan
$402K
TR
5760
Tepp RIA
New Jersey
$401K
PIA
5761
Polaris Investment Advisors
Massachusetts
$401K
FJWM
5762
Ferguson Johnson Wealth Management
Maryland
$399K
CCA
5763
Cottonwood Capital Advisors
Utah
$398K
KCM
5764
Key Capital Management
Tennessee
$398K
LG
5765
LAM Group
Oregon
$398K
AAG
5766
Avalon Advisory Group
Pennsylvania
$398K
TFA
5767
TrustWell Financial Advisors
Florida
$397K
EL
5768
EQ LLC
Washington
$397K
BWS
5769
BFI Wealth Solutions
Texas
$396K
FWMP
5770
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$395K
FCU
5771
Financial Concepts Unlimited
Maine
$395K
SG
5772
Strid Group
Pennsylvania
$393K
BWMG
5773
Bannerman Wealth Management Group
Texas
$390K
SWM
5774
Stonebridge Wealth Management
Illinois
$390K
KP
5775
Kitching Partners
Pennsylvania
$390K