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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
VFG
4251
V2 Financial group
Illinois
$2.4M
XSC
4252
X-Square Capital
Puerto Rico
$2.4M
TBWA
4253
Three Bridge Wealth Advisors
California
$2.4M
WFM
4254
Wolff Financial Management
Michigan
$2.4M
LFASL
4255
Lugano Financial Advisors SA (LFA)
Switzerland
$2.4M
RHAM
4256
Round Hill Asset Management
California
$2.4M
SFS
4257
Security Financial Services
Indiana
$2.4M
SPAS
4258
Spectrum Planning & Advisory Services
California
$2.4M
FWA
4259
FOCUS Wealth Advisors
Texas
$2.4M
AWA
4260
Artemis Wealth Advisors
New York
$2.4M
FAN
4261
Financial Advisors Network
California
$2.39M
TIP
4262
Tandem Investment Partners
New Jersey
$2.39M
AFA
4263
Arlington Financial Advisors
California
$2.39M
PWM
4264
Palacios Wealth Management
Florida
$2.39M
HS
4265
HighVista Strategies
Massachusetts
$2.39M
BWM
4266
BCS Wealth Management
Tennessee
$2.39M
ACMA
4267
Arbor Capital Management (Alaska)
Alaska
$2.38M
PWM
4268
Pathway Wealth Management
Texas
$2.38M
APWA
4269
Atlas Private Wealth Advisors
New Jersey
$2.38M
ACM
4270
Anfield Capital Management
California
$2.38M
FP
4271
Fiduciary Planning
Florida
$2.38M
KIG
4272
Kennedy Investment Group
New Jersey
$2.38M
FMP
4273
Financial Management Professionals
Texas
$2.38M
TCM
4274
Tributary Capital Management
Nebraska
$2.37M
LWMNY
4275
Landmark Wealth Management (New York)
New York
$2.37M