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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
EPW
4451
Endeavor Private Wealth
Kansas
$2.04M
BIA
4452
Bell Investment Advisors
California
$2.04M
GWM
4453
Gilpin Wealth Management
Colorado
$2.04M
WW
4454
Westshore Wealth
California
$2.04M
SIS
4455
Strategic Investment Solutions
Illinois
$2.04M
SCP
4456
Stevens Capital Partners
Nebraska
$2.04M
NA
4457
Nautilus Advisors
California
$2.04M
CPA
4458
Cathy Pareto & Associates
Florida
$2.04M
CMANY
4459
Capital Management Associates (New York)
New York
$2.04M
JWWM
4460
Johnson & White Wealth Management
Pennsylvania
$2.04M
CQWA
4461
Chokshi & Queen Wealth Advisors
California
$2.03M
PSF
4462
Pacific Sun Financial
California
$2.03M
JRSI
4463
Jeter Robert S II
$2.03M
LRWM
4464
Lord & Richards Wealth Management
Colorado
$2.03M
TSS
4465
Taylor Securities Services
Pennsylvania
$2.03M
CAM
4466
Campion Asset Management
Virginia
$2.03M
LWM
4467
Level Wealth Management
North Carolina
$2.03M
CGH
4468
CMG Global Holdings
Texas
$2.02M
CWA
4469
Continuum Wealth Advisors
New York
$2.02M
QFPS
4470
Quantum Financial Planning Services
Washington
$2.02M
GCM
4471
Gator Capital Management
Florida
$2.02M
KWM
4472
Kaydan Wealth Management
Michigan
$2.02M
SG
4473
Sankala Group
Colorado
$2.02M
AP
4474
Atwood & Palmer
Missouri
$2.01M
HWA
4475
Hilltop Wealth Advisors
North Carolina
$2.01M