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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
ARG
4651
Advisory Resource Group
Oklahoma
$1.72M
CWMS
4652
Cannon Wealth Management Services
North Carolina
$1.72M
CSIA
4653
Conrad Siegel Investment Advisors
Pennsylvania
$1.72M
UIM
4654
Unified Investment Management
Georgia
$1.72M
KFS
4655
Kelly Financial Services
Massachusetts
$1.72M
PFG
4656
Prospect Financial Group
Virginia
$1.72M
ACM
4657
Aster Capital Management
United Arab Emirates
$1.72M
WF
4658
Womack Financial
Texas
$1.71M
BWA
4659
BlueChip Wealth Advisors
Georgia
$1.71M
SWM
4660
Sterling Wealth Management
Illinois
$1.71M
FL
4661
FreeGulliver LLC
Louisiana
$1.71M
LI
4662
Latash Investments
Alaska
$1.71M
AM
4663
Account Management
Massachusetts
$1.7M
FHB
4664
First Hawaiian Bank
Hawaii
$1.7M
PHWM
4665
Palatine Hill Wealth Management
Michigan
$1.7M
EW
4666
Element Wealth
Mississippi
$1.7M
MCIA
4667
Mountain Capital Investment Advisors
Colorado
$1.7M
YWM
4668
Yoder Wealth Management
California
$1.69M
RK
4669
Rather & Kittrell
Tennessee
$1.69M
LRIC
4670
Long Road Investment Counsel
Michigan
$1.69M
WWM
4671
Wiser Wealth Management
Georgia
$1.69M
PWA
4672
Peterson Wealth Advisors
Utah
$1.69M
NWM
4673
Navigate Wealth Management
Alabama
$1.69M
LAM
4674
LECAP Asset Management
United Kingdom
$1.69M
IWP
4675
Integrity Wealth Partners
California
$1.68M