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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
TPWA
3226
Twin Peaks Wealth Advisors
California
$5.37M
MUAMU
3227
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.37M
TWM
3228
Trueblood Wealth Management
Ohio
$5.37M
ES
3229
Eagle Strategies
New York
$5.36M
IIM
3230
InTrack Investment Management
Vermont
$5.36M
CCG
3231
Coastwise Capital Group
California
$5.36M
AF
3232
AGP Franklin
Tennessee
$5.36M
EM
3233
ELCO Management
New York
$5.35M
MFWP
3234
Mosaic Family Wealth Partners
Missouri
$5.34M
UWPG
3235
Ullmann Wealth Partners Group
Florida
$5.34M
SWGC
3236
Summit Wealth Group (Colorado)
Colorado
$5.34M
LAM
3237
Lewis Asset Management
California
$5.34M
CRCM
3238
Crystal Rock Capital Management
Illinois
$5.34M
WAP
3239
Wealth Analytics Partners
California
$5.33M
BFG
3240
Bouchey Financial Group
New York
$5.33M
IF
3241
Integrity Financial
Wyoming
$5.33M
CIM
3242
Contravisory Investment Management
Massachusetts
$5.32M
LRIA
3243
Leonard Rickey Investment Advisors
Washington
$5.32M
MC
3244
Matisse Capital
Oregon
$5.31M
CCM
3245
Connective Capital Management
California
$5.31M
KW
3246
KWB Wealth
California
$5.31M
CCA
3247
Clearwater Capital Advisors
Illinois
$5.3M
SWA
3248
Strategies Wealth Advisors
Michigan
$5.3M
SFWA
3249
Summit Financial Wealth Advisors
Louisiana
$5.29M
ASBI
3250
American State Bank (Iowa)
Iowa
$5.29M