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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
ARA
5751
Approach Retirement Advisors
Alabama
$480K
RWA
5752
Resolute Wealth Advisor
Ohio
$478K
BHWM
5753
Bay Harbor Wealth Management
Maryland
$478K
IDBONY
5754
Israel Discount Bank of New York
New York
$475K
OAG
5755
Oakmont Advisory Group
New Mexico
$474K
OFP
5756
OLIO Financial Planning
Virginia
$473K
SHF
5757
Stage Harbor Financial
Massachusetts
$472K
SPIO
5758
Seven Post Investment Office
California
$472K
RFA
5759
RTD Financial Advisors
Pennsylvania
$472K
OFA
5760
Oak Family Advisors
Illinois
$471K
HCA
5761
Hyperion Capital Advisors
New York
$470K
IWA
5762
Independent Wealth Advisors
North Carolina
$470K
CWP
5763
Corepath Wealth Partners
Arizona
$469K
ICM
5764
Innovator Capital Management
Illinois
$468K
TFP
5765
Triune Financial Partners
Kansas
$468K
SWM
5766
Steelhead Wealth Management
Virginia
$467K
BS
5767
Brighton Securities
New York
$465K
CF
5768
Crosspoint Financial
California
$465K
LTL
5769
Lowery Thomas LLC
California
$463K
GFG
5770
GR Financial Group
Arizona
$461K
JE
5771
Jacobs Equity
Utah
$459K
NI
5772
NFC Investments
Tennessee
$457K
BRIA
5773
Balanced Rock Investment Advisors
Massachusetts
$455K
TWM
5774
TopTier Wealth Management
Wisconsin
$455K
MAWAG
5775
Mid-American Wealth Advisory Group
Missouri
$454K