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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
TM
6076
Torren Management
California
$212K
EA
6077
Evergreen Advisors
Tennessee
$211K
LAA
6078
Liberty Atlantic Advisors
Texas
$211K
HA
6079
HC Advisors
Georgia
$210K
LWMT
6080
Legacy Wealth Management (Tennessee)
Tennessee
$209K
NFS
6081
NewCorp Financial Services
Georgia
$209K
MGWA
6082
Monument Group Wealth Advisors
Massachusetts
$209K
HA
6083
Heffernan Advisory
Arizona
$209K
WI
6084
WJ Interests
Texas
$208K
MAFA
6085
MJT & Associates Financial Advisory
Minnesota
$208K
SPM
6086
Summit Portfolio Management
Nevada
$208K
RCP
6087
Roan Capital Partners
Tennessee
$208K
TDWM
6088
Topel & Distasi Wealth Management
California
$207K
SVWA
6089
Sarver Vrooman Wealth Advisors
Missouri
$206K
OF
6090
Outfitter Financial
Maine
$205K
PFM
6091
Patton Fund Management
Texas
$203K
GS
6092
Gagnon Securities
New York
$202K
AC
6093
Attessa Capital
Arizona
$202K
SC
6094
Shearwater Capital
Colorado
$202K
ES
6095
ETF Store
Kansas
$201K
RG
6096
RHL Group
Michigan
$200K
MAM
6097
Marquette Asset Management
Minnesota
$195K
GWL
6098
Generations Wealth LLC
Ohio
$187K
RF
6099
RetireMitten Financial
Michigan
$186K
CGA
6100
Compound Global Advisors
Washington
$185K