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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
WWWM
5801
White Wing Wealth Management
Texas
$426K
MGI
5802
Miller Global Investments
Texas
$424K
MFG
5803
Marmo Financial Group
Tennessee
$424K
PJC
5804
Phillip James Consulting
Minnesota
$423K
DIM
5805
DC Investments Management
Virginia
$423K
TIM
5806
Triad Investment Management
California
$422K
TWM
5807
Tanglewood Wealth Management
Texas
$420K
TC
5808
Town Capital
Maryland
$419K
AWA
5809
Aquire Wealth Advisors
Utah
$418K
SF
5810
Steffes Financial
Kansas
$417K
LAS
5811
Legacy Advisory Services
Pennsylvania
$417K
OFG
5812
Omega Financial Group
California
$415K
P
5813
Palladiem
Pennsylvania
$414K
SA
5814
SoundView Advisors
Washington
$414K
CI
5815
Cordant Inc
Oregon
$412K
PA
5816
Powerhouse Assets
Massachusetts
$411K
NFA
5817
Northwest Financial Advisors
Virginia
$411K
WW
5818
Wright Wealth
Georgia
$411K
AFA
5819
Amicus Financial Advisors
Texas
$410K
RLWM
5820
RF&L Wealth Management
Massachusetts
$408K
HIW
5821
Holos Integrated Wealth
Pennsylvania
$408K
HAFS
5822
Hapanowicz & Associates Financial Services
Pennsylvania
$408K
EA
5823
Ergawealth Advisors
Illinois
$407K
LIM
5824
Lagoda Investment Management
New York
$407K
LFWA
5825
LBJ Family Wealth Advisors
Texas
$406K