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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
JC
6001
JBGlobal.com
New York
$271K
HWA
6002
Hillcrest Wealth Advisors
New Jersey
$269K
TWM
6003
Troutman Wealth Management
Pennsylvania
$269K
AC
6004
ASB Consultores
Florida
$269K
BWM
6005
Base Wealth Management
Florida
$268K
NL
6006
NDWM LLC
California
$268K
CM
6007
Cornerstone Management
Georgia
$267K
IIM
6008
IFC & Insurance Marketing
California
$267K
SLT
6009
St Louis Trust
Missouri
$267K
EFP
6010
Envision Financial Planning
Tennessee
$266K
MWP
6011
MYCIO Wealth Partners
Pennsylvania
$266K
HF
6012
Holcombe Financial
Georgia
$265K
BWM
6013
Buska Wealth Management
Wisconsin
$264K
IWM
6014
Inlight Wealth Management
Georgia
$263K
5SA
6015
5th Street Advisors
Connecticut
$263K
BWA
6016
BCU Wealth Advisors
Illinois
$263K
RCM
6017
Rivernorth Capital Management
Florida
$261K
DFS
6018
Demming Financial Services
Ohio
$259K
PGWA
6019
Plus Group Wealth Advisors
Wisconsin
$258K
WCM
6020
Westend Capital Management
California
$257K
GWMI
6021
Guardian Wealth Management (Illinois)
Illinois
$257K
S4W
6022
Solutions 4 Wealth
Texas
$255K
AC
6023
Applied Capital
Arkansas
$254K
EI
6024
eCIO Inc
Wisconsin
$253K
VERPA
6025
Virginia Estate & Retirement Planning Advisors
Virginia
$253K