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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
AIS
5926
American Investment Services
Massachusetts
$324K
RWM
5927
Refined Wealth Management
Utah
$324K
WH
5928
Wallace Hart
Kentucky
$323K
TWM
5929
Thryve Wealth Management
Texas
$322K
VF
5930
Vawter Financial
Ohio
$322K
PFGWM
5931
Price Financial Group Wealth Management
Oregon
$322K
VBA
5932
von Borstel & Associates
Oregon
$321K
WF
5933
Williams Financial
Vermont
$320K
EFT
5934
Envision Financial Transparency
North Carolina
$319K
AA
5935
ArborFi Advisors
Michigan
$317K
AFW
5936
Atlantic Family Wealth
Florida
$317K
FMI
5937
Financial Management Inc
Arkansas
$316K
MUMSS
5938
Mitsubishi UFJ Morgan Stanley Securities
Japan
$316K
LFG
5939
Leverty Financial Group
Wisconsin
$316K
CEI
5940
Clark Estates Inc
New York
$316K
SIAS
5941
Summit Investment Advisory Services
Minnesota
$315K
AAA
5942
American Alpha Advisors
New York
$314K
CIM
5943
Corbyn Investment Management
Maryland
$313K
DK
5944
David Kennon
Florida
$313K
AWMG
5945
ADG Wealth Management Group
Louisiana
$312K
PMIM
5946
Prudent Man Investment Management
Colorado
$309K
SIMC
5947
Squire Investment Management Company
Utah
$309K
BLWM
5948
Bucket List Wealth Management
Florida
$308K
BP
5949
BCK Partners
New York
$305K
TFS
5950
truNorth Financial Services
Pennsylvania
$304K