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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
GWM
4901
Greenhouse Wealth Management
Connecticut
$1.37M
AWP
4902
Astra Wealth Partners
New Jersey
$1.37M
OFP
4903
OFC Financial Planning
New Jersey
$1.37M
LWA
4904
LifeGoal Wealth Advisors
New York
$1.37M
KL
4905
KilterHowling LLC
Colorado
$1.37M
CJ
4906
Caitlin John
Michigan
$1.37M
MWA
4907
Madson Wealth Advisors
California
$1.37M
AWM
4908
Athena Wealth Management
Nevada
$1.37M
OWM
4909
Omnitrust Wealth Management
Florida
$1.37M
HP
4910
Haven Private
Florida
$1.37M
TWP
4911
Tower Wealth Partners
Pennsylvania
$1.37M
GHI
4912
Gross & Hartman Investments
Pennsylvania
$1.36M
VIP
4913
Value Investment Professionals
New York
$1.36M
SFM
4914
Systematic Financial Management
New Jersey
$1.36M
TW
4915
Towerpoint Wealth
California
$1.36M
CS
4916
Capital Square
Tennessee
$1.36M
AFA
4917
Avant Financial Advisors
Texas
$1.35M
CWMG
4918
Compass Wealth Management (Georgia)
Georgia
$1.35M
HA
4919
Hanover Advisors
South Carolina
$1.35M
PWC
4920
PYA Waltman Capital
Tennessee
$1.35M
GWSA
4921
Global Wealth Strategies & Associates
Colorado
$1.35M
SM
4922
Samjo Management
New York
$1.35M
GC
4923
Gibson Capital
Pennsylvania
$1.35M
LW
4924
Livet Wealth
Utah
$1.35M
BIA
4925
Baer Investment Advisory
California
$1.35M