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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
TWCA
5776
Two West Capital Advisors
Kansas
$454K
WF
5777
Willow Financial
Arkansas
$453K
GWAM
5778
Guardian Wealth Advisors (Minnesota)
Minnesota
$452K
DWM
5779
Daner Wealth Management
Georgia
$451K
MWM
5780
Mittelman Wealth Management
Massachusetts
$451K
JWBC
5781
John W. Brooker & Co
California
$449K
IWS
5782
Intentional Wealth Strategies
Colorado
$449K
PFS
5783
Professional Financial Solutions
Virginia
$448K
HIA
5784
HTG Investment Advisors
Connecticut
$446K
SMAM
5785
Sugar Maple Asset Management
Wisconsin
$444K
CD
5786
Capital Developers
North Carolina
$444K
AFA
5787
Alpha Financial Advisors
North Carolina
$443K
BC
5788
Bridgefront Capital
Texas
$442K
PCM
5789
Polymer Capital Management
New York
$441K
SC
5790
Schiavi & Co
Delaware
$440K
AI
5791
AdvisorShares Investments
Maryland
$438K
MWA
5792
Mills Wealth Advisors
Texas
$437K
FOFP
5793
Fee-Only Financial Planning
South Carolina
$436K
VFIC
5794
Valley Forge Investment Consultants
Pennsylvania
$436K
JCIA
5795
Jackson Creek Investment Advisors
Colorado
$435K
TAWM
5796
Three Arch Wealth Management
California
$433K
HWMT
5797
Heritage Wealth Management (Texas)
Texas
$432K
SC
5798
Steph & Co
Wisconsin
$431K
CWWM
5799
Curry Webb Wealth Management
Indiana
$428K
ADMI
5800
Albert D. Mason Inc
Massachusetts
$428K