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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
KWM
5901
KRM Wealth Management
Nevada
$342K
MWM
5902
Maltin Wealth Management
New Jersey
$341K
BFS
5903
Bare Financial Services
Pennsylvania
$340K
TCFP
5904
Treasure Coast Financial Planning
Florida
$339K
BFS
5905
Beacon Financial Strategies
North Carolina
$339K
GCM
5906
Graver Capital Management
Ohio
$339K
ACM
5907
Appalachian Capital Management
Ohio
$339K
FAC
5908
Financial Advisory Corporation
Michigan
$339K
PFA
5909
Pinnacle Family Advisors
Missouri
$339K
SIAM
5910
Sterling Investment Advisors (Missouri)
Missouri
$338K
FG
5911
Fairman Group
Pennsylvania
$337K
KFG
5912
Kropog Financial Group
Louisiana
$337K
SCS
5913
Southern Capital Services
Alabama
$336K
SPA
5914
Shore Point Advisors
New Jersey
$335K
PAG
5915
Poinciana Advisors Group
Florida
$334K
PWP
5916
PrairieView Wealth Partners
Illinois
$334K
ICMP
5917
Integrated Capital Management (Pennsylvania)
Pennsylvania
$333K
LIA
5918
Luken Investment Analytics
Tennessee
$329K
MA
5919
McGrath & Associates
North Carolina
$329K
MWML
5920
M Wealth Management LLC
California
$329K
SA
5921
Sincerus Advisory
New York
$329K
IIM
5922
Invariant Investment Management
Pennsylvania
$327K
PWMG
5923
Pioneer Wealth Management Group
Texas
$325K
SPIA
5924
Strategic Point Investment Advisors
Rhode Island
$325K
WFC
5925
Western Financial Corp
California
$325K