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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
GWM
5826
GK Wealth Management
Nevada
$405K
DWM
5827
DWR Wealth Management
California
$405K
RFP
5828
Roth Financial Partners
Texas
$405K
SC
5829
Swan Capital
Florida
$405K
STFP
5830
Signal Tree Financial Partners
Ohio
$404K
AAM
5831
Ackerman Asset Management
Maryland
$402K
PP
5832
Pearl Planning
Michigan
$402K
TR
5833
Tepp RIA
New Jersey
$401K
PIA
5834
Polaris Investment Advisors
Massachusetts
$401K
FJWM
5835
Ferguson Johnson Wealth Management
Maryland
$399K
CCA
5836
Cottonwood Capital Advisors
Utah
$398K
KCM
5837
Key Capital Management
Tennessee
$398K
LG
5838
LAM Group
Oregon
$398K
AAG
5839
Avalon Advisory Group
Pennsylvania
$398K
TFA
5840
TrustWell Financial Advisors
Florida
$397K
EL
5841
EQ LLC
Washington
$397K
BWS
5842
BFI Wealth Solutions
Texas
$396K
FWMP
5843
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$395K
FCU
5844
Financial Concepts Unlimited
Maine
$395K
SG
5845
Strid Group
Pennsylvania
$393K
BWMG
5846
Bannerman Wealth Management Group
Texas
$390K
SWM
5847
Stonebridge Wealth Management
Illinois
$390K
KP
5848
Kitching Partners
Pennsylvania
$390K
GFG
5849
Grantvest Financial Group
New Jersey
$389K
KHC
5850
Koesten Hirschmann & Crabtree
Kansas
$389K