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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
OPOWM
5451
One Plus One Wealth Management
Florida
$747K
CFS
5452
CGC Financial Services
Oregon
$746K
WWA
5453
Wingate Wealth Advisors
Massachusetts
$744K
APCM
5454
Arbiter Partners Capital Management
New York
$740K
CP
5455
Covalent Partners
Massachusetts
$740K
FFP
5456
Freedom Financial Partners
Minnesota
$740K
CAM
5457
Cobblestone Asset Management
Virginia
$740K
RWM
5458
RMG Wealth Management
Wisconsin
$740K
KGP
5459
Keystone Global Partners
Colorado
$738K
AWM
5460
Aureum Wealth Management
Florida
$738K
LFWA
5461
LiftPoint Family Wealth Advisors
New Jersey
$738K
FS
5462
Financial Symmetry
North Carolina
$735K
MSRI
5463
Michael S. Ryan Inc
New York
$735K
JCA
5464
January Capital Advisors
California
$734K
CFS
5465
Compass Financial Services
Iowa
$734K
MSWM
5466
Master's Wealth Management
Pennsylvania
$732K
SS
5467
Sound Stewardship
Kansas
$732K
IPS
5468
Investors Portfolio Services
Washington
$732K
5W
5469
5T Wealth
California
$732K
BHWA
5470
Beacon Harbor Wealth Advisors
Virginia
$731K
SPP
5471
Single Point Partners
Massachusetts
$730K
AAG
5472
Accordant Advisory Group
Maryland
$727K
DWM
5473
DeLarme Wealth Management
California
$726K
FFP
5474
Forbes Financial Planning
Rhode Island
$726K
RWM
5475
Ruedi Wealth Management
Illinois
$724K