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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
BWM
4551
Brown Wealth Management
Illinois
$1.88M
WAG
4552
Wilkerson Advisory Group
Missouri
$1.88M
GCM
4553
Goldstream Capital Management
Hong Kong
$1.87M
MAMU
4554
Myriad Asset Management US
Florida
$1.87M
CCP
4555
Cassia Capital Partners
North Carolina
$1.87M
GWWM
4556
Great Waters Wealth Management
Minnesota
$1.87M
CA
4557
Clune & Associates
Illinois
$1.87M
TFA
4558
Tobias Financial Advisors
Florida
$1.87M
UIA
4559
Ulland Investment Advisors
Minnesota
$1.87M
GFA
4560
Gallagher Fiduciary Advisors
Illinois
$1.86M
CPM
4561
Connective Portfolio Management
New York
$1.86M
PS
4562
Portfolio Strategies
New York
$1.86M
BC
4563
BDFS Capital
Delaware
$1.86M
VWA
4564
VSM Wealth Advisory
Maryland
$1.86M
BW
4565
BXM Wealth
Colorado
$1.85M
AHIA
4566
Andrew Hill Investment Advisors
Florida
$1.85M
GC
4567
Gruss & Co
Florida
$1.85M
OIM
4568
Opus Investment Management
Massachusetts
$1.85M
LFS
4569
Littlejohn Financial Services
Oregon
$1.85M
PWM
4570
Partners Wealth Management
California
$1.85M
DAM
4571
Doheny Asset Management
California
$1.85M
EP
4572
Essential Planning
New Hampshire
$1.85M
BW
4573
Basepoint Wealth
Iowa
$1.85M
XWM
4574
Xcel Wealth Management
Florida
$1.85M
MSWM
4575
Mowery & Schoenfeld Wealth Management
Illinois
$1.84M