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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
CSW
5151
Cogent Strategic Wealth
Illinois
$1.07M
RC
5152
Rexford Capital
Texas
$1.07M
PCM
5153
Peirce Capital Management
Texas
$1.07M
JWM
5154
JHP Wealth Management
Colorado
$1.06M
CA
5155
Commerce Advisors
Tennessee
$1.06M
GHA
5156
Good Harbor Advisors
Massachusetts
$1.06M
FWWM
5157
Fiscal Wisdom Wealth Management
Connecticut
$1.06M
CIC
5158
Chase Investment Counsel
Virginia
$1.06M
BI
5159
Breachway Investments
Rhode Island
$1.06M
AFP
5160
ATX Financial Planning
Texas
$1.06M
DC
5161
Defender Capital
North Carolina
$1.06M
TAM
5162
TCP Asset Management
Ohio
$1.06M
FI
5163
FIDELIS iM
Oregon
$1.05M
MFG
5164
Mustico Financial Group
New York
$1.05M
AAMC
5165
Asset Allocation & Management Company
Illinois
$1.05M
SFP
5166
SwitchPoint Financial Planning
Utah
$1.05M
FWMM
5167
Foundation Wealth Management (Missouri)
Missouri
$1.05M
CCA
5168
Conservest Capital Advisors
Pennsylvania
$1.05M
KWA
5169
Kondo Wealth Advisors
California
$1.05M
VPWA
5170
Vestia Personal Wealth Advisors
Indiana
$1.04M
LC
5171
Lavelle Capital
California
$1.04M
KIA
5172
Kraematon Investment Advisors
Massachusetts
$1.04M
EFN
5173
Equita Financial Network
Pennsylvania
$1.04M
BFWM
5174
Bright Futures Wealth Management
New York
$1.04M
TFG
5175
Tilson Financial Group
New Jersey
$1.04M