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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
SWA
6026
Safir Wealth Advisors
New Hampshire
$252K
DB
6027
Dravo Bay
Delaware
$251K
SWM
6028
Schwallier Wealth Management
Michigan
$251K
ACM
6029
Altrius Capital Management
North Carolina
$251K
SWM
6030
Stapp Wealth Management
Washington
$250K
PSIWM
6031
Paradigm Strategies in Wealth Management
Minnesota
$250K
IFA
6032
Interactive Financial Advisors
Illinois
$249K
BCM
6033
Basso Capital Management
Connecticut
$248K
YWM
6034
Yardley Wealth Management
Pennsylvania
$247K
FPWM
6035
Five Pine Wealth Management
Idaho
$246K
JCM
6036
J2 Capital Management
Michigan
$246K
1NWS
6037
1 North Wealth Services
Maryland
$246K
LJCM
6038
Lee Johnson Capital Management
Texas
$245K
LWP
6039
Laurel Wealth Planning
Minnesota
$245K
ASG
6040
Ariston Services Group
California
$244K
FPW
6041
Flagship Private Wealth
Massachusetts
$244K
FW
6042
Fidato Wealth
Ohio
$242K
CWA
6043
Cornerstone Wealth Advisors
Minnesota
$242K
LAMC
6044
Longview Asset Management (California)
California
$240K
AI
6045
Arrien Investments
Idaho
$240K
AP
6046
Arlington Partners
Alabama
$239K
BCM
6047
Bluefin Capital Management
New York
$239K
BFA
6048
Ballast Financial Advisors
Pennsylvania
$237K
EF
6049
Elite Financial
Idaho
$237K
PWA
6050
Perspective Wealth Advisors
Colorado
$237K