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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
NA
2926
Navellier & Associates
Nevada
$6.56M
AWM
2927
Adams Wealth Management
Utah
$6.53M
IIA
2928
Integral Investment Advisors
California
$6.52M
RCA
2929
Ranch Capital Advisors
Florida
$6.52M
UCB
2930
United Community Bank
South Carolina
$6.51M
PCM
2931
Poehling Capital Management
Wisconsin
$6.51M
CCG
2932
Cloverfields Capital Group
Minnesota
$6.5M
ACM
2933
Alcosta Capital Management
California
$6.49M
LCM
2934
Lazari Capital Management
California
$6.48M
AIC
2935
Archer Investment Corporation
Indiana
$6.48M
IAAG
2936
Innovative Asset Advisors Group
Connecticut
$6.48M
CCC
2937
Chelsea Counsel Company
California
$6.47M
HP
2938
Holistic Planning
Texas
$6.47M
SPFA
2939
Summit Place Financial Advisors
New Jersey
$6.45M
KCPT
2940
Kingstone Capital Partners Texas
Texas
$6.45M
SJL
2941
Shayne & Jacobs LLC
Tennessee
$6.44M
NC
2942
NewSquare Capital
Pennsylvania
$6.44M
SIC
2943
Sterling Investment Counsel
New York
$6.43M
HZ
2944
Hixon Zuercher
Ohio
$6.43M
AT
2945
Adelphi Trust
Florida
$6.43M
PPC
2946
Park Place Capital
Alabama
$6.43M
FFG
2947
First Financial Group
North Carolina
$6.43M
EWM
2948
Evermay Wealth Management
Virginia
$6.43M
AAA
2949
Adams Asset Advisors
Texas
$6.41M
MEG
2950
Millstone Evans Group
Colorado
$6.41M