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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
VERPA
5951
Virginia Estate & Retirement Planning Advisors
Virginia
$253K
SWA
5952
Safir Wealth Advisors
New Hampshire
$252K
DB
5953
Dravo Bay
Delaware
$251K
SWM
5954
Schwallier Wealth Management
Michigan
$251K
ACM
5955
Altrius Capital Management
North Carolina
$251K
SWM
5956
Stapp Wealth Management
Washington
$250K
PSIWM
5957
Paradigm Strategies in Wealth Management
Minnesota
$250K
IFA
5958
Interactive Financial Advisors
Illinois
$249K
BCM
5959
Basso Capital Management
Connecticut
$248K
YWM
5960
Yardley Wealth Management
Pennsylvania
$247K
FPWM
5961
Five Pine Wealth Management
Idaho
$246K
JCM
5962
J2 Capital Management
Michigan
$246K
1NWS
5963
1 North Wealth Services
Maryland
$246K
LJCM
5964
Lee Johnson Capital Management
Texas
$245K
LWP
5965
Laurel Wealth Planning
Minnesota
$245K
ASG
5966
Ariston Services Group
California
$244K
FPW
5967
Flagship Private Wealth
Massachusetts
$244K
FW
5968
Fidato Wealth
Ohio
$242K
CWA
5969
Cornerstone Wealth Advisors
Minnesota
$242K
LAMC
5970
Longview Asset Management (California)
California
$240K
AI
5971
Arrien Investments
Idaho
$240K
BCM
5972
Bluefin Capital Management
New York
$239K
AP
5973
Arlington Partners
Alabama
$239K
BFA
5974
Ballast Financial Advisors
Pennsylvania
$237K
EF
5975
Elite Financial
Idaho
$237K