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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
NCG
4401
Newport Capital Group
New Jersey
$2.13M
WAM
4402
Worth Asset Management
Texas
$2.13M
AWA
4403
Archvest Wealth Advisors
California
$2.13M
MWPCG
4404
Measured Wealth Private Client Group
New Hampshire
$2.13M
AWP
4405
Atlas Wealth Partners
Pennsylvania
$2.12M
CPW
4406
Catalyst Private Wealth
California
$2.12M
WWA
4407
Wisconsin Wealth Advisors
Wisconsin
$2.12M
PAM
4408
Parvin Asset Management
South Dakota
$2.12M
ICA
4409
Infrastructure Capital Advisors
New York
$2.12M
B
4410
Bayban
Minnesota
$2.11M
SC
4411
Stolper & Co
Oklahoma
$2.11M
APW
4412
Acima Private Wealth
Virginia
$2.11M
LOAMU
4413
Lombard Odier Asset Management (USA)
New York
$2.11M
BWS
4414
Broadway Wealth Solutions
Texas
$2.11M
SGWP
4415
Sun Group Wealth Partners
California
$2.11M
AWM
4416
Apex Wealth Management
New Hampshire
$2.11M
CP
4417
Creekside Partners
California
$2.11M
AFA
4418
Antonelli Financial Advisors
Michigan
$2.1M
GPFA
4419
Game Plan Financial Advisors
Ohio
$2.1M
FSWA
4420
Financial Synergies Wealth Advisors
Texas
$2.1M
EW
4421
Expressive Wealth
Illinois
$2.1M
CIA
4422
Caerus Investment Advisors
Texas
$2.09M
NCM
4423
Next Capital Management
New York
$2.09M
VFP
4424
Verus Financial Partners
Virginia
$2.09M
PWM
4425
Paulson Wealth Management
Illinois
$2.09M