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Microsoft

6,157 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, 3,222 increasing their positions, 2,393 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:

1.93% less ownership

Funds ownership: 73.6%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0922,570 (-522)

25% less capital invested

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

Holders
6,157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,570
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
CCG
2926
Cloverfields Capital Group
Minnesota
$6.5M
ACM
2927
Alcosta Capital Management
California
$6.49M
LCM
2928
Lazari Capital Management
California
$6.48M
AIC
2929
Archer Investment Corporation
Indiana
$6.48M
IAAG
2930
Innovative Asset Advisors Group
Connecticut
$6.48M
CCC
2931
Chelsea Counsel Company
California
$6.47M
HP
2932
Holistic Planning
Texas
$6.47M
SPFA
2933
Summit Place Financial Advisors
New Jersey
$6.45M
KCPT
2934
Kingstone Capital Partners Texas
Texas
$6.45M
SJL
2935
Shayne & Jacobs LLC
Tennessee
$6.44M
NC
2936
NewSquare Capital
Pennsylvania
$6.44M
SIC
2937
Sterling Investment Counsel
New York
$6.43M
HZ
2938
Hixon Zuercher
Ohio
$6.43M
AT
2939
Adelphi Trust
Florida
$6.43M
PPC
2940
Park Place Capital
Alabama
$6.43M
FFG
2941
First Financial Group
North Carolina
$6.43M
EWM
2942
Evermay Wealth Management
Virginia
$6.43M
AAA
2943
Adams Asset Advisors
Texas
$6.41M
MEG
2944
Millstone Evans Group
Colorado
$6.41M
IIA
2945
ICW Investment Advisors
Arizona
$6.41M
LIA
2946
LBMC Investment Advisors
Tennessee
$6.4M
PWS
2947
Peterson Wealth Services
Utah
$6.4M
KCFA
2948
Key Client Fiduciary Advisors
New Jersey
$6.4M
LA
2949
LexAurum Advisors
Kansas
$6.39M
AA
2950
Altman Advisors
Illinois
$6.39M