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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
VW
4426
Vance Wealth
California
$2.09M
CWM
4427
Cherrydale Wealth Management
New Jersey
$2.09M
MWP
4428
Meriwether Wealth & Planning
Louisiana
$2.09M
BFG
4429
Beto Financial Group
Idaho
$2.09M
RWM
4430
Reston Wealth Management
Virginia
$2.08M
APW
4431
Aurora Private Wealth
New Jersey
$2.08M
CCMG
4432
Connecticut Capital Management Group
Connecticut
$2.08M
AW
4433
Avion Wealth
Texas
$2.08M
WA
4434
WPG Advisers
Maryland
$2.07M
PBO
4435
Peoples Bank (Ohio)
Ohio
$2.07M
ECA
4436
Elevate Capital Advisors
Colorado
$2.07M
LD
4437
Lipe & Dalton
New York
$2.07M
BRPW
4438
Ballast Rock Private Wealth
South Carolina
$2.06M
CWMGP
4439
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.06M
AC
4440
AXQ Capital
New Jersey
$2.06M
MPW
4441
Magnolia Private Wealth
Pennsylvania
$2.06M
BAS
4442
Breakthru Advisory Services
Wisconsin
$2.06M
OS
4443
Objectivity Squared
South Carolina
$2.05M
BW
4444
Blalock Williams
Alabama
$2.05M
RWMH
4445
Riverpoint Wealth Management Holdings
Illinois
$2.05M
PGCM
4446
Prescott Group Capital Management
Oklahoma
$2.05M
CNBT
4447
Cornerstone National Bank & Trust
Illinois
$2.05M
RA
4448
Riverstone Advisors
Texas
$2.05M
RGF
4449
Retirement Guys Formula
Ohio
$2.05M
MWC
4450
MBM Wealth Consultants
Missouri
$2.04M