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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
SAFS
5176
S&A Financial Services
Kansas
$1.04M
PWM
5177
Penobscot Wealth Management
Maine
$1.04M
ACA
5178
American Capital Advisory
Idaho
$1.04M
BAM
5179
Bosun Asset Management
Illinois
$1.04M
PCM
5180
Presidio Capital Management
California
$1.04M
ACM
5181
Arlington Capital Management
Illinois
$1.03M
EWP
5182
E-Wealth Partners
Minnesota
$1.03M
CC
5183
Climber Capital
Switzerland
$1.03M
JE
5184
JMAC Enterprises
Pennsylvania
$1.03M
GC
5185
GatePass Capital
Ohio
$1.03M
IWA
5186
Integrity Wealth Advisors
California
$1.03M
2WWM
5187
21 West Wealth Management
California
$1.03M
WFA
5188
West Financial Advisors
Iowa
$1.03M
JPLA
5189
Joseph P. Lucia & Associates
New York
$1.03M
AG
5190
ASO Group
$1.03M
BIS
5191
BG Investment Services
Guam
$1.03M
CIG
5192
Cairn Investment Group
Washington
$1.02M
SWM
5193
Seaside Wealth Management
California
$1.02M
AWS
5194
Alliance Wealth Strategies
Virginia
$1.02M
RWRC
5195
R.W. Roge & Company
New York
$1.02M
SRCM
5196
Signature Resources Capital Management
California
$1.02M
IAG
5197
Ipsen Advisor Group
Arkansas
$1.02M
EP
5198
EPIQ Partners
Minnesota
$1.02M
CCM
5199
Charter Capital Management
Wisconsin
$1.01M
CP
5200
Camelot Portfolios
Ohio
$1.01M