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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
AF
3226
AGP Franklin
Tennessee
$5.36M
EM
3227
ELCO Management
New York
$5.35M
MFWP
3228
Mosaic Family Wealth Partners
Missouri
$5.34M
UWPG
3229
Ullmann Wealth Partners Group
Florida
$5.34M
SWGC
3230
Summit Wealth Group (Colorado)
Colorado
$5.34M
LAM
3231
Lewis Asset Management
California
$5.34M
CRCM
3232
Crystal Rock Capital Management
Illinois
$5.34M
WAP
3233
Wealth Analytics Partners
California
$5.33M
BFG
3234
Bouchey Financial Group
New York
$5.33M
IF
3235
Integrity Financial
Wyoming
$5.33M
CIM
3236
Contravisory Investment Management
Massachusetts
$5.32M
LRIA
3237
Leonard Rickey Investment Advisors
Washington
$5.32M
MC
3238
Matisse Capital
Oregon
$5.31M
CCM
3239
Connective Capital Management
California
$5.31M
KW
3240
KWB Wealth
California
$5.31M
CCA
3241
Clearwater Capital Advisors
Illinois
$5.3M
SWA
3242
Strategies Wealth Advisors
Michigan
$5.3M
SFWA
3243
Summit Financial Wealth Advisors
Louisiana
$5.29M
ASBI
3244
American State Bank (Iowa)
Iowa
$5.29M
GHAM
3245
Gilman Hill Asset Management
Connecticut
$5.29M
FFG
3246
Floyd Financial Group
Missouri
$5.29M
APC
3247
Aspire Private Capital
North Carolina
$5.29M
WAM
3248
Wilson Asset Management
Australia
$5.29M
FPWM
3249
FSB Premier Wealth Management
Iowa
$5.28M
PCM
3250
Prelude Capital Management
New York
$5.28M