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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
IIA
2951
ICW Investment Advisors
Arizona
$6.41M
LIA
2952
LBMC Investment Advisors
Tennessee
$6.4M
PWS
2953
Peterson Wealth Services
Utah
$6.4M
KCFA
2954
Key Client Fiduciary Advisors
New Jersey
$6.4M
LA
2955
LexAurum Advisors
Kansas
$6.39M
AA
2956
Altman Advisors
Illinois
$6.39M
TIA
2957
Trust Investment Advisors
Indiana
$6.37M
PNFS
2958
PW Nova Financial Services
Pennsylvania
$6.37M
WDG
2959
Wealth Dimensions Group
Ohio
$6.37M
SP
2960
Symmetry Partners
Connecticut
$6.37M
KI
2961
KTF Investments
California
$6.36M
TWM
2962
Topsail Wealth Management
North Carolina
$6.36M
FGAM
2963
Financial Gravity Asset Management
Texas
$6.36M
DWAM
2964
Duncan Williams Asset Management
Tennessee
$6.35M
OC
2965
Opinicus Capital
Florida
$6.35M
AIC
2966
Ayalon Insurance Company
Israel
$6.35M
CMP
2967
Christine Messmer PC
Pennsylvania
$6.35M
PCP
2968
Panoramic Capital Partners
Oregon
$6.35M
SCM
2969
Summerhill Capital Management
Ontario, Canada
$6.35M
BI
2970
Ballast Inc
Kentucky
$6.35M
IAS
2971
Integrity Advisory Solutions
Texas
$6.34M
SPWM
2972
Schrum Private Wealth Management
Florida
$6.34M
FPW
2973
Fairvoy Private Wealth
Alabama
$6.34M
CGFA
2974
Colton Groome Financial Advisors
North Carolina
$6.34M
AGAM
2975
Audent Global Asset Management
California
$6.33M