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Microsoft

6,091 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 3,192 increasing their positions, 2,362 reducing their positions, and 219 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 ownership

Funds ownership:

3% less funds holding

Funds holding: 6,2556,091 (-164)

17% less funds holding in top 10

Funds holding in top 10: 3,0872,553 (-534)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$667B)

Holders
6,091
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,553
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
IWC
5826
Infinity Wealth Counsel
Ohio
$342K
AFS
5827
AFG Fiduciary Services
Massachusetts
$342K
KWM
5828
KRM Wealth Management
Nevada
$342K
MWM
5829
Maltin Wealth Management
New Jersey
$341K
BFS
5830
Bare Financial Services
Pennsylvania
$340K
TCFP
5831
Treasure Coast Financial Planning
Florida
$339K
BFS
5832
Beacon Financial Strategies
North Carolina
$339K
GCM
5833
Graver Capital Management
Ohio
$339K
ACM
5834
Appalachian Capital Management
Ohio
$339K
FAC
5835
Financial Advisory Corporation
Michigan
$339K
PFA
5836
Pinnacle Family Advisors
Missouri
$339K
SIAM
5837
Sterling Investment Advisors (Missouri)
Missouri
$338K
FG
5838
Fairman Group
Pennsylvania
$337K
KFG
5839
Kropog Financial Group
Louisiana
$337K
SCS
5840
Southern Capital Services
Alabama
$336K
SPA
5841
Shore Point Advisors
New Jersey
$335K
PAG
5842
Poinciana Advisors Group
Florida
$334K
PWP
5843
PrairieView Wealth Partners
Illinois
$334K
ICMP
5844
Integrated Capital Management (Pennsylvania)
Pennsylvania
$333K
LIA
5845
Luken Investment Analytics
Tennessee
$329K
MA
5846
McGrath & Associates
North Carolina
$329K
MWML
5847
M Wealth Management LLC
California
$329K
SA
5848
Sincerus Advisory
New York
$329K
IIM
5849
Invariant Investment Management
Pennsylvania
$327K
PWMG
5850
Pioneer Wealth Management Group
Texas
$325K