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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
AA
4801
Advisory Advocates
Michigan
$1.52M
SPA
4802
Sentinel Pension Advisors
Massachusetts
$1.51M
SW
4803
SMART Wealth
Nebraska
$1.51M
SCM
4804
Spring Capital Management
Texas
$1.51M
HTWM
4805
Hartmann Taylor Wealth Management
Texas
$1.51M
PFC
4806
Phocas Financial Corp
California
$1.51M
IASG
4807
Investment Advisory Services Group
Florida
$1.51M
DPW
4808
DiNuzzo Private Wealth
Pennsylvania
$1.51M
BAMG
4809
Brand Asset Management Group
Missouri
$1.51M
KWM
4810
Kingsman Wealth Management
Florida
$1.5M
WBWA
4811
William B. Walkup & Associates
South Carolina
$1.5M
SWM
4812
SilverOak Wealth Management
Minnesota
$1.5M
EWA
4813
Emergent Wealth Advisors
New York
$1.5M
NVIM
4814
New Vernon Investment Management
Illinois
$1.5M
EAM
4815
Everstar Asset Management
North Carolina
$1.49M
WIA
4816
Wetzel Investment Advisors
Indiana
$1.49M
WAG
4817
Wheelhouse Advisory Group
Missouri
$1.49M
CP
4818
Castleview Partners
Texas
$1.49M
IP
4819
Integras Partners
Georgia
$1.49M
OWG
4820
Oxford Wealth Group
Florida
$1.48M
FWSM
4821
First Wilshire Securities Management
California
$1.48M
CFIM
4822
Client First Investment Management
Wisconsin
$1.48M
DQRIM
4823
Dale Q Rice Investment Management
Washington
$1.48M
CA
4824
Chatterton & Associates
California
$1.48M
LWA
4825
Lifelong Wealth Advisors
Minnesota
$1.48M