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Microsoft

6,158 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 3,224 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
6,158
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
DWA
3201
Delos Wealth Advisors
Texas
$5.42M
FUBT
3202
First United Bank & Trust
Maryland
$5.42M
RHP
3203
Royal Harbor Partners
Texas
$5.42M
PWS
3204
Peloton Wealth Strategists
Indiana
$5.42M
RF
3205
Rossby Financial
Florida
$5.42M
DM
3206
Diversified Management
Wisconsin
$5.41M
HIC
3207
Harvey Investment Company
Kentucky
$5.41M
CP
3208
Cornerstone Planning
North Carolina
$5.4M
CASB
3209
Cape Ann Savings Bank
Massachusetts
$5.4M
WAM
3210
Werlinich Asset Management
Connecticut
$5.4M
AWG
3211
Altus Wealth Group
Colorado
$5.4M
WAS
3212
Westco Advisory Services
New York
$5.4M
CIA
3213
Citadel Investment Advisory
Ohio
$5.39M
RYIA
3214
Roehl & Yi Investment Advisors
Oregon
$5.39M
CWA
3215
Crux Wealth Advisors
California
$5.38M
AA
3216
Acorns Advisers
California
$5.38M
PAG
3217
Powers Advisory Group
Illinois
$5.38M
RIA
3218
Realta Investment Advisors
Delaware
$5.38M
GPWM
3219
Grant Private Wealth Management
California
$5.37M
TPWA
3220
Twin Peaks Wealth Advisors
California
$5.37M
MUAMU
3221
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.37M
TWM
3222
Trueblood Wealth Management
Ohio
$5.37M
ES
3223
Eagle Strategies
New York
$5.36M
IIM
3224
InTrack Investment Management
Vermont
$5.36M
CCG
3225
Coastwise Capital Group
California
$5.36M