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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
PF
5726
Prota Financial
Texas
$500K
OAP
5727
One Advisory Partners
Kansas
$500K
LWA
5728
Ledgewood Wealth Advisors
New Hampshire
$499K
WCM
5729
Washington Capital Management
Washington
$498K
AWM
5730
Altus Wealth Management
Kentucky
$496K
BCM
5731
Birmingham Capital Management
Alabama
$496K
LHEI
5732
Leo H. Evart Inc
California
$496K
EFG
5733
Ehrlich Financial Group
California
$493K
HC
5734
Hoese & Co
Minnesota
$493K
BWL
5735
Beacon Wealthcare LLC
North Carolina
$492K
BBL
5736
Beck Bode LLC
Massachusetts
$492K
ATC
5737
Advantage Trust Company
Kansas
$492K
MFS
5738
McNamara Financial Services
Massachusetts
$491K
DF
5739
Downshift Financial
Colorado
$491K
BAM
5740
Banta Asset Management
California
$491K
SC
5741
Scratch Capital
Idaho
$490K
SF
5742
Seek First
California
$490K
LAM
5743
Lountzis Asset Management
Pennsylvania
$488K
DWM
5744
DKM Wealth Management
California
$486K
WCM
5745
WealthTrak Capital Management
Virginia
$486K
SOWAS
5746
Silver Oak Wealth Advisors Services
California
$485K
FP
5747
FFG Partners
Florida
$483K
BWM
5748
BCGM Wealth Management
Indiana
$481K
RWP
5749
Ridgeline Wealth Planning
Ohio
$481K
DWA
5750
Delta Wealth Advisors
Indiana
$480K