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Microsoft

6,169 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, 3,231 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: 73.62%71.7% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0962,577 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$665B)

Holders
6,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,577
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
BEC
2601
Blue Edge Capital
Virginia
$8.44M
AIM
2602
Aspen Investment Management
Michigan
$8.43M
MVA
2603
Mount Vernon Associates
Maryland
$8.43M
WPA
2604
Wealth Preservation Advisors
Tennessee
$8.42M
ECP
2605
Elwood Capital Partners
New York
$8.42M
SC
2606
Summa Corp
Texas
$8.41M
TCM
2607
Tandem Capital Management
New Jersey
$8.41M
MCM
2608
Marathon Capital Management
Maryland
$8.41M
BBES
2609
Buffalo Business & Estate Services
New York
$8.4M
VIA
2610
Victrix Investment Advisors
Florida
$8.38M
XWL
2611
XXI Wealth LLC
Illinois
$8.36M
SOAM
2612
SBI Okasan Asset Management
Japan
$8.36M
RFWA
2613
RPg Family Wealth Advisory
Massachusetts
$8.36M
LAIC
2614
Lederer & Associates Investment Counsel
California
$8.36M
JSC
2615
Jackson Square Capital
California
$8.31M
TRIA
2616
Trail Ridge Investment Advisors
Colorado
$8.31M
SA
2617
Scarborough Advisors
Maryland
$8.3M
PIN
2618
Prudent Investors Network
California
$8.3M
SCM
2619
Sirios Capital Management
Massachusetts
$8.29M
MIM
2620
Moseley Investment Management
Florida
$8.29M
CSA
2621
Cottage Street Advisors
Massachusetts
$8.27M
EIA
2622
Eastover Investment Advisors
North Carolina
$8.27M
PWM
2623
Pines Wealth Management
North Carolina
$8.27M
HNW
2624
High Note Wealth
Minnesota
$8.26M
GA
2625
GSG Advisors
New Jersey
$8.26M