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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
PWA
2701
Providence Wealth Advisors
Illinois
$7.76M
PI
2702
Pettee Investors
Connecticut
$7.75M
NAG
2703
Northstar Advisory Group
New Jersey
$7.74M
FCA
2704
FLC Capital Advisors
California
$7.74M
FSG
2705
Financial Strategies Group
Michigan
$7.74M
AW
2706
Alaethes Wealth
Nevada
$7.73M
SIM
2707
Studio Investment Management
Illinois
$7.73M
BFF
2708
Byrne Financial Freedom
Massachusetts
$7.72M
WCM
2709
Weaver Capital Management
Georgia
$7.72M
FWA
2710
Fulcrum Wealth Advisors
Washington
$7.71M
FWM
2711
Focused Wealth Management
New York
$7.71M
CI
2712
Cherokee Insurance
Michigan
$7.71M
LFP
2713
Lakeshore Financial Planning
Michigan
$7.7M
PC
2714
Promethos Capital
Massachusetts
$7.69M
PBT
2715
Pictet Bank & Trust
Bahamas
$7.69M
EW
2716
Elyxium Wealth
California
$7.69M
MCA
2717
MSH Capital Advisors
Arizona
$7.66M
EML
2718
Eos Management LP
New York
$7.66M
NC
2719
Naman Capital
Brazil
$7.65M
CST
2720
Charles Schwab Trust
Nevada
$7.65M
FPF
2721
First Pacific Financial
Washington
$7.65M
CWMK
2722
Caliber Wealth Management (Kansas)
Kansas
$7.64M
PTFIS
2723
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$7.64M
WA
2724
Wealth Architects
California
$7.63M
HBW
2725
Hazlett, Burt & Watson
West Virginia
$7.63M