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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
MWM
5001
MBE Wealth Management
Wisconsin
$1.25M
SWM
5002
SFG Wealth Management
Maryland
$1.25M
AAM
5003
Austin Asset Management
Texas
$1.25M
WCM
5004
Wallace Capital Management
Texas
$1.25M
EWM
5005
Evolution Wealth Management
Florida
$1.25M
WAM
5006
Wakefield Asset Management
Colorado
$1.24M
KV
5007
Kickstand Ventures
New York
$1.24M
TWA
5008
Tandem Wealth Advisors
Arizona
$1.24M
EC
5009
Eaton-Cambridge
Arizona
$1.24M
RIA
5010
Richwood Investment Advisors
Ohio
$1.24M
UFA
5011
Unify Financial Advisors
Florida
$1.24M
CFGA
5012
Cambridge Financial Group (Arizona)
Arizona
$1.24M
LIA
5013
LifePlan Investment Advisors
North Carolina
$1.24M
BMC
5014
Bear Mountain Capital
Washington
$1.23M
GCM
5015
G2 Capital Management
Ohio
$1.23M
HAS
5016
Holland Advisory Services
Florida
$1.23M
WFS
5017
WealthGarden F.S.
California
$1.23M
FEM
5018
Fulcrum Equity Management
Texas
$1.23M
ZC
5019
Zeit Capital
Colorado
$1.23M
SFC
5020
Sprinkle Financial Consultants
Colorado
$1.23M
FPW
5021
Flywheel Private Wealth
California
$1.23M
CF
5022
Cyr Financial
Illinois
$1.22M
AWP
5023
Avid Wealth Partners
Texas
$1.22M
RTC
5024
Real Talk Capital
Tennessee
$1.22M
LFA
5025
LGT Financial Advisors
Texas
$1.22M