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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
AA
2751
Alesco Advisors
New York
$7.5M
MC
2752
Martin & Co
Tennessee
$7.5M
CIP
2753
Castlefield Investment Partners
$7.5M
TW
2754
Titan Wealth
$7.49M
BB
2755
Burford Brothers
Texas
$7.49M
IP
2756
Investment Partners
Ohio
$7.49M
MIM
2757
Marshall Investment Management
Colorado
$7.48M
BAM
2758
Byrne Asset Management
New Jersey
$7.47M
6F
2759
626 Financial
Michigan
$7.47M
JF
2760
Jericho Financial
Ohio
$7.46M
BFG
2761
Beacon Financial Group
Texas
$7.46M
WCFA
2762
Walkner Condon Financial Advisors
Wisconsin
$7.45M
FPH
2763
Financial Planning Hawaii
Hawaii
$7.45M
KIA
2764
Koenig Investment Advisory
Oregon
$7.45M
GIM
2765
Gold Investment Management
Alberta, Canada
$7.44M
FFA
2766
Florida Financial Advisors
Florida
$7.44M
MCP
2767
Martin Capital Partners
Oregon
$7.43M
SN
2768
Sittner & Nelson
Oregon
$7.43M
RBWA
2769
RFG - Bristol Wealth Advisors
Massachusetts
$7.42M
MSA
2770
Marino Stram & Associates
Massachusetts
$7.41M
GFS
2771
Geremia Financial Services
New Jersey
$7.4M
VAG
2772
VisionPoint Advisory Group
Texas
$7.39M
BIP
2773
Bouvel Investment Partners
Pennsylvania
$7.38M
KMWM
2774
Keudell/Morrison Wealth Management
Oregon
$7.38M
CCM
2775
Cox Capital Management
Massachusetts
$7.38M