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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
AW
2826
Alteri Wealth
California
$7.15M
SIA
2827
Schear Investment Advisers
Ohio
$7.15M
SOAMC
2828
Spirit of America Management Corp
New York
$7.14M
KIG
2829
Kessler Investment Group
Indiana
$7.14M
ZCP
2830
Z3 Capital Partners
Virginia
$7.14M
BCM
2831
Boltwood Capital Management
California
$7.14M
OBWG
2832
Onyx Bridge Wealth Group
New York
$7.14M
SFS
2833
Stiles Financial Services
Minnesota
$7.13M
MWP
2834
Madison Wealth Partners
Wisconsin
$7.12M
AWM
2835
Aviso Wealth Management
Washington
$7.11M
WI
2836
WrapManager Inc
California
$7.11M
NAS
2837
NWF Advisory Services
California
$7.11M
EMB
2838
Elefante Mark B
$7.11M
EF
2839
Exeter Financial
Arizona
$7.1M
T
2840
TOBAM
France
$7.1M
BSI
2841
Bennett Selby Investments
Maine
$7.09M
AFC
2842
AFT Forsyth & Company
Florida
$7.09M
FAMI
2843
Fideuram Asset Management (Ireland)
$7.09M
AWP
2844
Accretive Wealth Partners
New Jersey
$7.09M
GBFG
2845
Gerald Baker Financial Group
Texas
$7.08M
ACA
2846
Arsenal Capital Advisors
Pennsylvania
$7.08M
BSB
2847
Bangor Savings Bank
Maine
$7.08M
WFI
2848
West Family Investments
California
$7.08M
HEM
2849
Henson-Edgewater Management
Ohio
$7.06M
SF
2850
Slagle Financial
Illinois
$7.06M