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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
PPWM
4676
Perissos Private Wealth Management
Oklahoma
$1.68M
PA
4677
Promethium Advisors
Maryland
$1.68M
ANBOT
4678
American National Bank of Texas
Texas
$1.68M
WCBA
4679
Weaver C. Barksdale & Associates
Tennessee
$1.68M
CMBA
4680
C.M. Bidwell & Associates
Hawaii
$1.68M
IWA
4681
IVC Wealth Advisors
Pennsylvania
$1.68M
WFS
4682
Walker Financial Services
Kentucky
$1.68M
VPW
4683
Vericrest Private Wealth
Pennsylvania
$1.68M
CWL
4684
Causey Wealth LLC
Colorado
$1.67M
FRM
4685
Fox Run Management
Connecticut
$1.67M
FFC
4686
Frederick Financial Consultants
Maryland
$1.67M
AWA
4687
Ark Wealth Advisors
California
$1.67M
UWM
4688
Urban Wealth Management
California
$1.67M
MWM
4689
Momentous Wealth Management
Washington
$1.66M
HWM
4690
HighMark Wealth Management
Minnesota
$1.66M
EPA
4691
Element Pointe Advisors
Florida
$1.66M
IG
4692
IFS Group
Pennsylvania
$1.66M
WCM
4693
Warburton Capital Management
Oklahoma
$1.66M
RFN
4694
Redwood Financial Network
Ohio
$1.66M
AFM
4695
Armstrong Fleming & Moore
District of Columbia
$1.66M
WFA
4696
WJ Financial Advisors
Connecticut
$1.66M
PCM
4697
Payne Capital Management
New York
$1.66M
RAS
4698
RPS Advisory Solutions
Kentucky
$1.66M
SWMG
4699
Sard Wealth Management Group
Georgia
$1.65M
KWM
4700
Koa Wealth Management
California
$1.65M