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Microsoft

6,157 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, 3,222 increasing their positions, 2,393 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:

1.93% less ownership

Funds ownership: 73.6%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0922,570 (-522)

25% less capital invested

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

Holders
6,157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,570
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
CWA
3001
Consilium Wealth Advisory
Texas
$6.14M
PK
3002
Pflug Koory
Nebraska
$6.14M
CSB
3003
City State Bank
Iowa
$6.12M
GWM
3004
GSB Wealth Management
Connecticut
$6.11M
AWA
3005
Acorn Wealth Advisors
Michigan
$6.11M
BTC
3006
Bank & Trust Company
Illinois
$6.11M
HAG
3007
HF Advisory Group
Maryland
$6.11M
RSA
3008
River Street Advisors
Illinois
$6.1M
TSMHT
3009
Thurston Springer Miller Herd & Titak
Indiana
$6.1M
MCA
3010
McGuire Capital Advisors
Oklahoma
$6.1M
CWM
3011
C2C Wealth Management
Arizona
$6.1M
SNBOSCI
3012
Security National Bank of Sioux City Iowa
Iowa
$6.09M
FFA
3013
Fi3 Financial Advisors
Indiana
$6.09M
FAFN
3014
First Affirmative Financial Network
Colorado
$6.08M
UAML
3015
US Asset Management LLC
Pennsylvania
$6.08M
SFS
3016
Strategic Financial Services
New York
$6.07M
RAM
3017
Ramirez Asset Management
New York
$6.06M
BMC
3018
Beaton Management Company
Massachusetts
$6.06M
SWMG
3019
Signature Wealth Management Group
Georgia
$6.06M
FWC
3020
First Washington Corp
Washington
$6.05M
EPW
3021
Evergreen Private Wealth
Colorado
$6.05M
CIA
3022
Cape Investment Advisory
Georgia
$6.05M
EFM
3023
Eley Financial Management
Vermont
$6.05M
CFS
3024
Commonwealth Financial Services
West Virginia
$6.05M
BHC
3025
Bull Harbor Capital
Maryland
$6.04M