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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
NPI
5651
New Perspectives Inc
Mississippi
$564K
AWMI
5652
Aegis Wealth Management (Iowa)
Iowa
$563K
OA
5653
Oceanside Advisors
South Carolina
$563K
FWP
5654
Family Wealth Partners
North Carolina
$561K
CPA
5655
Compass Planning Associates
Massachusetts
$560K
MF
5656
Midwestern Financial
Iowa
$560K
BFP
5657
Beacon Financial Planning
Massachusetts
$560K
BTIM
5658
BancFirst Trust & Investment Management
Oklahoma
$559K
PCM
5659
Praxis Capital Management
Illinois
$558K
SA
5660
Sunesis Advisors
Kansas
$558K
DA
5661
DCF Advisers
Connecticut
$555K
CFG
5662
Capital Financial Group
Colorado
$554K
CWM
5663
Chicago Wealth Management
Illinois
$551K
HSWS
5664
Higgins & Schmidt Wealth Strategies
Colorado
$550K
PFA
5665
Portland Financial Advisors
New York
$550K
KWM
5666
KMT Wealth Management
California
$549K
MWA
5667
Merkkuri Wealth Advisors
New York
$549K
CWM
5668
Collaborative Wealth Management
Florida
$549K
NECFA
5669
New England Capital Financial Advisors
Connecticut
$548K
GCWM
5670
Graham Capital Wealth Management
District of Columbia
$548K
NA
5671
Networth Advisors
Pennsylvania
$547K
CW
5672
Cornerstone Wealth
Tennessee
$547K
AF
5673
Align Financial
Minnesota
$547K
JAA
5674
Joel Adams & Associates
North Carolina
$546K
PA
5675
Prosperity Advisers
Pennsylvania
$544K