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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
SCM
3201
Stanley Capital Management
Texas
$5.44M
4WM
3202
49 Wealth Management
Texas
$5.44M
SFG
3203
Sovereign Financial Group
Connecticut
$5.43M
MSA
3204
McAlister Sweet & Associates
Texas
$5.43M
OHIS
3205
Oak Harvest Investment Services
Texas
$5.43M
MPPW
3206
Mitchell & Pahl Private Wealth
Oklahoma
$5.42M
DWA
3207
Delos Wealth Advisors
Texas
$5.42M
FUBT
3208
First United Bank & Trust
Maryland
$5.42M
RHP
3209
Royal Harbor Partners
Texas
$5.42M
PWS
3210
Peloton Wealth Strategists
Indiana
$5.42M
RF
3211
Rossby Financial
Florida
$5.42M
DM
3212
Diversified Management
Wisconsin
$5.41M
HIC
3213
Harvey Investment Company
Kentucky
$5.41M
CP
3214
Cornerstone Planning
North Carolina
$5.4M
CASB
3215
Cape Ann Savings Bank
Massachusetts
$5.4M
WAM
3216
Werlinich Asset Management
Connecticut
$5.4M
AWG
3217
Altus Wealth Group
Colorado
$5.4M
WAS
3218
Westco Advisory Services
New York
$5.4M
CIA
3219
Citadel Investment Advisory
Ohio
$5.39M
RYIA
3220
Roehl & Yi Investment Advisors
Oregon
$5.39M
CWA
3221
Crux Wealth Advisors
California
$5.38M
AA
3222
Acorns Advisers
California
$5.38M
PAG
3223
Powers Advisory Group
Illinois
$5.38M
RIA
3224
Realta Investment Advisors
Delaware
$5.38M
GPWM
3225
Grant Private Wealth Management
California
$5.37M