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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
SPIA
5851
Strategic Point Investment Advisors
Rhode Island
$325K
WFC
5852
Western Financial Corp
California
$325K
AIS
5853
American Investment Services
Massachusetts
$324K
RWM
5854
Refined Wealth Management
Utah
$324K
WH
5855
Wallace Hart
Kentucky
$323K
TWM
5856
Thryve Wealth Management
Texas
$322K
VF
5857
Vawter Financial
Ohio
$322K
PFGWM
5858
Price Financial Group Wealth Management
Oregon
$322K
VBA
5859
von Borstel & Associates
Oregon
$321K
WF
5860
Williams Financial
Vermont
$320K
EFT
5861
Envision Financial Transparency
North Carolina
$319K
AA
5862
ArborFi Advisors
Michigan
$317K
AFW
5863
Atlantic Family Wealth
Florida
$317K
MUMSS
5864
Mitsubishi UFJ Morgan Stanley Securities
Japan
$316K
LFG
5865
Leverty Financial Group
Wisconsin
$316K
CEI
5866
Clark Estates Inc
New York
$316K
SIAS
5867
Summit Investment Advisory Services
Minnesota
$315K
AAA
5868
American Alpha Advisors
New York
$314K
CIM
5869
Corbyn Investment Management
Maryland
$313K
DK
5870
David Kennon
Florida
$313K
AWMG
5871
ADG Wealth Management Group
Louisiana
$312K
PMIM
5872
Prudent Man Investment Management
Colorado
$309K
SIMC
5873
Squire Investment Management Company
Utah
$309K
BLWM
5874
Bucket List Wealth Management
Florida
$308K
BP
5875
BCK Partners
New York
$305K