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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
ZWA
4626
Zinnia Wealth Advisory
Florida
$1.77M
LWM
4627
LightSquare Wealth Management
Michigan
$1.77M
VIPI
4628
Vista Investment Partners II
Indiana
$1.77M
TCM
4629
Thoma Capital Management
Maryland
$1.77M
WA
4630
Whipplewood Advisors
Colorado
$1.77M
MWM
4631
McNaughton Wealth Management
California
$1.77M
WAG
4632
Wallace Advisory Group
California
$1.77M
ACM
4633
Absolute Capital Management
Pennsylvania
$1.77M
SWM
4634
SK Wealth Management
Rhode Island
$1.77M
CWM
4635
Comprehensive Wealth Management
Washington
$1.77M
IFO
4636
Independent Family Office
New York
$1.75M
FFA
4637
Frazier Financial Advisors
Ohio
$1.75M
PPWM
4638
PFG Private Wealth Management
Florida
$1.75M
EFL
4639
ERn Financial LLC
Wisconsin
$1.75M
SDAM
4640
Shulman DeMeo Asset Management
New York
$1.74M
IAA
4641
Ironsides Asset Advisors
North Carolina
$1.74M
KCM
4642
KRS Capital Management
Michigan
$1.74M
RTC
4643
Riverview Trust Company
Washington
$1.74M
PP
4644
Postrock Partners
Oregon
$1.73M
CWM
4645
Cedar Wealth Management
California
$1.73M
CAM
4646
CPA Asset Management
Florida
$1.73M
ELM
4647
Elite Life Management
Florida
$1.73M
GCM
4648
Gambit Capital Management
Tennessee
$1.73M
BWG
4649
Berry Wealth Group
Texas
$1.73M
FAOAI
4650
Fund Advisors of America Inc
Florida
$1.72M