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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
LWAM
5676
Legacy Wealth Asset Management
Minnesota
$543K
KFS
5677
Krane Financial Solutions
California
$540K
DWM
5678
Denver Wealth Management
Colorado
$539K
NI
5679
NCP Inc
California
$539K
WA
5680
Walsh & Associates
Florida
$539K
LWMI
5681
Legacy Wealth Management (Idaho)
Idaho
$538K
BOC
5682
Bull Oak Capital
California
$538K
CC
5683
Capstone Capital
Nevada
$536K
SWA
5684
Strategic Wealth Advisors
Arizona
$536K
STCOSD
5685
Sageworth Trust Company of South Dakota
South Dakota
$536K
CH
5686
CDKV Holdings
Colorado
$535K
TPW
5687
Tiller Private Wealth
Pennsylvania
$535K
RIG
5688
Ramiah Investment Group
Wisconsin
$535K
VWM
5689
Vigil Wealth Management
Florida
$534K
B
5690
BetterWealth
California
$533K
CWM
5691
Contango Wealth Management
California
$533K
SFSG
5692
Sound Financial Strategies Group
Mississippi
$533K
DFA
5693
Davies Financial Advisors
California
$532K
KFG
5694
Kingdom Financial Group
Arizona
$531K
LAS
5695
Lloyd Advisory Services
Georgia
$531K
GPCM
5696
Guardsman Private Capital Management
Florida
$528K
FCG
5697
Financial Connections Group
California
$528K
PPW
5698
PACK Private Wealth
Minnesota
$527K
MCA
5699
Martin Capital Advisors
Texas
$527K
WCM
5700
Wealthcare Capital Management
Virginia
$527K