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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
PEA
4001
Park Edge Advisors
Ohio
$2.99M
TBC
4002
Ted Buchan & Co
California
$2.98M
CA
4003
Carson Advisory
Georgia
$2.98M
PFWA
4004
Paces Ferry Wealth Advisors
Georgia
$2.98M
BWM
4005
BankPlus Wealth Management
Mississippi
$2.97M
MFS
4006
Monetta Financial Services
Illinois
$2.96M
MWA
4007
Motive Wealth Advisors
Michigan
$2.96M
AAP
4008
Ardsley Advisory Partners
Connecticut
$2.96M
AFA
4009
Allium Financial Advisors
Oregon
$2.96M
CTWM
4010
Cherry Tree Wealth Management
Minnesota
$2.96M
ECAM
4011
East Coast Asset Management
Massachusetts
$2.96M
GWI
4012
Grace & White Inc
New York
$2.95M
HHGA
4013
Halbert Hargrove Global Advisors
California
$2.95M
BCM
4014
BluePath Capital Management
Georgia
$2.95M
RWI
4015
Red Wave Investments
Pennsylvania
$2.95M
HCG
4016
Haven Capital Group
California
$2.95M
AIM
4017
Avanda Investment Management
Singapore
$2.95M
ACM
4018
AUA Capital Management
Pennsylvania
$2.95M
BWM
4019
BAM Wealth Management
Colorado
$2.94M
KFS
4020
Kaizen Financial Strategies
California
$2.94M
SMWM
4021
Silvia McColl Wealth Management
California
$2.94M
FA
4022
Fiducient Advisors
Illinois
$2.94M
SPI
4023
Sutton Place Investors
New York
$2.93M
LWM
4024
LeConte Wealth Management
Tennessee
$2.93M
KC
4025
Katamaran Capital
United Kingdom
$2.93M