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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
MMM
2626
Mendel Money Management
Illinois
$8.26M
IAS
2627
IMA Advisory Services
Colorado
$8.25M
MPWS
2628
McCarter Private Wealth Services
Massachusetts
$8.25M
PM
2629
Penbrook Management
New York
$8.23M
PMA
2630
Prudent Man Advisors
Illinois
$8.23M
SW
2631
StrongBox Wealth
Missouri
$8.23M
TGAM
2632
TBH Global Asset Management
Tennessee
$8.22M
BCM
2633
Barrier Capital Management
California
$8.21M
VU
2634
Vanderbilt University
Tennessee
$8.2M
CFMC
2635
Curbstone Financial Management Corp
New Hampshire
$8.19M
CWWM
2636
Clear Wave Wealth Management
New Jersey
$8.16M
AAMA
2637
Advanced Asset Management Advisors
Ohio
$8.16M
GP
2638
Greenline Partners
New York
$8.16M
HAC
2639
Harbor Advisory Corp
New Hampshire
$8.15M
AIM
2640
Aurora Investment Managers
Florida
$8.15M
OBGC
2641
O'Brien Greene & Co
Pennsylvania
$8.15M
LM
2642
Lincluden Management
Ontario, Canada
$8.14M
GSWM
2643
Golden State Wealth Management
California
$8.14M
MLIC
2644
Mandatum Life Insurance Company
Finland
$8.13M
AFS
2645
Aft Forsyth & Sober
Florida
$8.13M
SP
2646
Sherman Porfolios
Idaho
$8.12M
EIP
2647
Easterly Investment Partners
Massachusetts
$8.12M
TSWM
2648
Triangle Securities Wealth Management
North Carolina
$8.11M
UHC
2649
Union Heritage Capital
Michigan
$8.07M
EWM
2650
EPG Wealth Management
Georgia
$8.05M