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Microsoft

6,169 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, 3,231 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: 73.62%71.7% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0962,577 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$665B)

Holders
6,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,577
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
AWC
2501
Abundance Wealth Counselors
Pennsylvania
$9.3M
EC
2502
Enhancing Capital
Pennsylvania
$9.29M
RWP
2503
Revolve Wealth Partners
New Jersey
$9.29M
LC
2504
LCNB Corp
Ohio
$9.27M
LJAC
2505
L.J. Altfest & Co
New York
$9.27M
BCPWM
2506
Bradley & Co Private Wealth Management
Florida
$9.27M
ICP
2507
Interchange Capital Partners
Pennsylvania
$9.27M
SI
2508
Symmetry Investments
Jersey
$9.25M
TA
2509
Tiptree Advisors
New York
$9.25M
RGC
2510
Rubicon Global Capital
United Kingdom
$9.25M
AI
2511
ArchPoint Investors
Florida
$9.25M
AWA
2512
ARQ Wealth Advisors
Arizona
$9.25M
BIM
2513
Breakwater Investment Management
Washington
$9.24M
ACM
2514
Ayrshire Capital Management
Connecticut
$9.24M
HWA
2515
HHM Wealth Advisors
Tennessee
$9.22M
FCFC
2516
First Commonwealth Financial Corp
Pennsylvania
$9.21M
HA
2517
Huntleigh Advisors
Missouri
$9.2M
LSC
2518
Lesa Sroufe & Co
Washington
$9.18M
RWA
2519
Redhawk Wealth Advisors
Minnesota
$9.18M
CAM
2520
Clark Asset Management
New Hampshire
$9.16M
WA1
2521
Wimmer Associates 1
California
$9.15M
AIM
2522
AMI Investment Management
Indiana
$9.12M
GA
2523
Greenspring Advisors
Maryland
$9.08M
KFA
2524
Krane Funds Advisors
New York
$9.08M
SFG
2525
Synergy Financial Group
California
$9.07M