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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
WPW
4301
Warther Private Wealth
Ohio
$2.33M
AWMG
4302
Alliance Wealth Management Group
New Jersey
$2.33M
IA
4303
IFG Advisors
Missouri
$2.32M
VWA
4304
VERITY Wealth Advisors
United States
$2.32M
CG
4305
Clifford Group
Massachusetts
$2.32M
HBS
4306
Howard Bailey Securities
Indiana
$2.32M
CHJWM
4307
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.32M
JIG
4308
Junk Investment Group
Maryland
$2.31M
RIA
4309
Rhodes Investment Advisors
Texas
$2.31M
AL
4310
ARWA LLC
Texas
$2.31M
WAM
4311
WealthTrust Asset Management
Florida
$2.31M
HFAS
4312
Hummer Financial Advisory Services
Illinois
$2.31M
HFP
4313
Holistic Financial Partners
Indiana
$2.3M
IIM
4314
Illumine Investment Management
Washington
$2.3M
HFS
4315
Hopwood Financial Services
Virginia
$2.3M
SFC
4316
Strategic Financial Concepts
Texas
$2.3M
OAS
4317
Optivise Advisory Services
Tennessee
$2.3M
CG
4318
Castellan Group
Kentucky
$2.3M
TC
4319
Tannin Capital
North Carolina
$2.29M
MIM
4320
Merrion Investment Management
New Jersey
$2.29M
BMCM
4321
Burns Matteson Capital Management
New York
$2.29M
GSIS
4322
Global Strategic Investment Solutions
Arizona
$2.29M
MWM
4323
Meritas Wealth Management
California
$2.28M
NF
4324
Napier Financial
Massachusetts
$2.28M
PCMN
4325
Paradigm Capital Management (Nevada)
Nevada
$2.28M