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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
HWA
1801
HCR Wealth Advisors
California
$17.6M
SWA
1802
Sax Wealth Advisors
New Jersey
$17.6M
RCA
1803
Resonant Capital Advisors
Wisconsin
$17.6M
MKA
1804
M. Kulyk & Associates
Georgia
$17.6M
OC
1805
Oakworth Capital
Alabama
$17.6M
WCM
1806
Weik Capital Management
Pennsylvania
$17.6M
ET
1807
Entropy Technologies
New York
$17.5M
IP
1808
Isthmus Partners
Wisconsin
$17.5M
PE
1809
PCM Encore
Colorado
$17.5M
KAS
1810
Kemnay Advisory Services
New York
$17.5M
HP
1811
Hound Partners
New York
$17.5M
AMBIA
1812
Allen Mooney & Barnes Investment Advisors
Georgia
$17.5M
UWM
1813
Udine Wealth Management
Florida
$17.5M
CPCM
1814
Cardinal Point Capital Management
Ontario, Canada
$17.4M
KC
1815
KCM Capital
Kansas
$17.4M
CA
1816
Claar Advisors
New York
$17.4M
RSS
1817
Rosenblum Silverman Sutton
California
$17.4M
NW
1818
Naviter Wealth
Arkansas
$17.3M
TPCM
1819
Two Point Capital Management
New York
$17.3M
KWM
1820
Keebeck Wealth Management
Illinois
$17.3M
AC
1821
Annandale Capital
Texas
$17.3M
CICI
1822
Capital Investment Counsel Inc
North Carolina
$17.3M
BWA
1823
Basecamp Wealth Advisors
Washington
$17.3M
TWC
1824
The Woodbridge Company
Ontario, Canada
$17.2M
PAMG
1825
Patton Albertson Miller Group
Tennessee
$17.2M