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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
HWMG
4876
Hurlow Wealth Management Group
Indiana
$1.42M
R
4877
Rebalance
California
$1.41M
SPWM
4878
Smith Partners Wealth Management
North Carolina
$1.41M
GPA
4879
Guidance Point Advisors
Massachusetts
$1.41M
AZ
4880
Alpha Zero
Florida
$1.41M
PIA
4881
Panoramic Investment Advisors
Colorado
$1.41M
DFG
4882
Demars Financial Group
Washington
$1.41M
ACP
4883
Arcus Capital Partners
Georgia
$1.4M
MWM
4884
Maimon Wealth Management
Israel
$1.4M
SCM
4885
Stordahl Capital Management
Colorado
$1.4M
IFS
4886
Intelligent Financial Strategies
Minnesota
$1.4M
TPBG
4887
Turning Point Benefit Group
Maryland
$1.4M
AIC
4888
Argus Investors Counsel
New York
$1.4M
MAG
4889
Mayfair Advisory Group
Alabama
$1.4M
PCP
4890
Pacific Capital Partners
$1.39M
CWA
4891
Capital Wealth Alliance
Arizona
$1.39M
T
4892
Tidemark
California
$1.39M
LAM
4893
Lifestyle Asset Management
Texas
$1.38M
SP
4894
Sequent Planning
Nebraska
$1.38M
BWP
4895
BlueStem Wealth Partners
Minnesota
$1.38M
SPI
4896
Santori & Peters Inc
Pennsylvania
$1.38M
AWM
4897
AAF Wealth Management
Massachusetts
$1.38M
JTF
4898
J. Team Financial
Texas
$1.38M
HFS
4899
Horizon Financial Services
North Carolina
$1.38M
PAG
4900
Paladin Advisory Group
Iowa
$1.38M