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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
CFWMA
4526
Center for Wealth Management Advisory
Ohio
$1.91M
JWM
4527
Jacksonville Wealth Management
Florida
$1.91M
CW
4528
Code Waechter
Florida
$1.91M
SFS
4529
Sunrise Financial Services
Washington
$1.9M
IA
4530
IMZ Advisory
Florida
$1.9M
CWA
4531
CJM Wealth Advisers
Virginia
$1.9M
CIS
4532
Continental Investors Services
Washington
$1.9M
CL
4533
COWA LLC
Oklahoma
$1.9M
PWA
4534
Prairie Wealth Advisors
Nebraska
$1.9M
OC
4535
OxenFree Capital
Florida
$1.9M
SC
4536
Seldon Capital
California
$1.9M
API
4537
Asset Planning Inc
California
$1.89M
SCM
4538
Sage Capital Management
New Jersey
$1.89M
MWM
4539
Mindset Wealth Management
Indiana
$1.89M
PBF
4540
Petix & Botte Financial
California
$1.89M
IPW
4541
IronBridge Private Wealth
Texas
$1.89M
IW
4542
Instrumental Wealth
Florida
$1.89M
TF
4543
TLWM Financial
Texas
$1.89M
TC
4544
TAGStone Capital
North Carolina
$1.89M
WCM
4545
Windsor Capital Management
Arizona
$1.88M
AW
4546
Apricus Wealth
South Carolina
$1.88M
SCM
4547
Sidoxia Capital Management
California
$1.88M
WAOI
4548
Wealth Advisors of Iowa
Iowa
$1.88M
LPFG
4549
Landing Point Financial Group
Ohio
$1.88M
FFM
4550
Flagstone Financial Management
Nebraska
$1.88M