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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
MAG
4376
M3 Advisory Group
Massachusetts
$2.18M
WG
4377
Warner Group
Connecticut
$2.18M
MSWMA
4378
Market Street Wealth Management Advisors
Indiana
$2.18M
EHWM
4379
Eads & Heald Wealth Management
Georgia
$2.17M
SI
4380
Stonekeep Investments
New Mexico
$2.17M
CSWG
4381
Cardinal Strategic Wealth Guidance
Kentucky
$2.17M
WPW
4382
Watershed Private Wealth
Illinois
$2.17M
KPWG
4383
KFA Private Wealth Group
Virginia
$2.17M
RCI
4384
RS Crum Inc
California
$2.16M
SFB
4385
STAR Financial Bank
Indiana
$2.16M
ADBIC
4386
A.D. Beadell Investment Counsel
Wisconsin
$2.16M
CPWL
4387
Coquina Private Wealth LLC
Florida
$2.16M
4A
4388
4Wealth Advisors
Illinois
$2.16M
C1AG
4389
Client 1st Advisory Group
Florida
$2.15M
DWS
4390
Discipline Wealth Solutions
South Carolina
$2.15M
KOMWMG
4391
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.15M
M1FG
4392
Mach-1 Financial Group
Arkansas
$2.15M
ORG
4393
Optimist Retirement Group
Washington
$2.15M
PC
4394
Prairiewood Capital
North Dakota
$2.14M
SWM
4395
Selective Wealth Management
Virginia
$2.14M
CA
4396
Claris Advisors
Missouri
$2.14M
LI
4397
LVZ Inc
Michigan
$2.14M
CWMGO
4398
Capstone Wealth Management Group (Oregon)
Oregon
$2.13M
SBCM
4399
Silverberg Bernstein Capital Management
New York
$2.13M
SGWM
4400
Sterling Group Wealth Management
California
$2.13M