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Microsoft

6,168 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, 3,230 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: 73.61%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0952,576 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$664B)

Holders
6,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,576
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
KWA
4226
Kellett Wealth Advisors
Ohio
$2.45M
PIP
4227
Philadelphia Investment Partners
New Jersey
$2.45M
CPWM
4228
Cypress Point Wealth Management
Texas
$2.44M
DP
4229
Denver PWM
Colorado
$2.44M
S
4230
SharpePoint
Arizona
$2.44M
AL
4231
ADE LLC
Maryland
$2.44M
FF
4232
Francis Financial
$2.43M
JBC
4233
Jefferson Bridge Capital
Tennessee
$2.43M
IWA
4234
Inspirion Wealth Advisors
Illinois
$2.43M
SB
4235
Sunflower Bank
Texas
$2.43M
CFG
4236
Carter Financial Group
Illinois
$2.43M
KA
4237
KDT Advisors
New York
$2.43M
CHA
4238
Cooper/Haims Advisors
New York
$2.43M
VWM
4239
Vivid Wealth Management
Iowa
$2.42M
PIA
4240
Prakash Investment Advisors
Massachusetts
$2.42M
DF
4241
DecisionPoint Financial
Arizona
$2.42M
KLCM
4242
KG&L Capital Management
Louisiana
$2.42M
TWPM
4243
Total Wealth Planning & Management
Florida
$2.42M
PA
4244
PSI Advisors
Florida
$2.41M
MP
4245
Moment Partners
California
$2.41M
AWS
4246
Aspen Wealth Strategies
Colorado
$2.41M
SEP
4247
Signature Equity Partners
Ohio
$2.41M
WFP
4248
Worthington Financial Partners
Ohio
$2.41M
9C
4249
9823 Capital
Texas
$2.41M
LC
4250
Lavaca Capital
Texas
$2.41M