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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
TIA
2951
Trust Investment Advisors
Indiana
$6.37M
PNFS
2952
PW Nova Financial Services
Pennsylvania
$6.37M
WDG
2953
Wealth Dimensions Group
Ohio
$6.37M
SP
2954
Symmetry Partners
Connecticut
$6.37M
KI
2955
KTF Investments
California
$6.36M
TWM
2956
Topsail Wealth Management
North Carolina
$6.36M
FGAM
2957
Financial Gravity Asset Management
Texas
$6.36M
DWAM
2958
Duncan Williams Asset Management
Tennessee
$6.35M
OC
2959
Opinicus Capital
Florida
$6.35M
AIC
2960
Ayalon Insurance Company
Israel
$6.35M
CMP
2961
Christine Messmer PC
Pennsylvania
$6.35M
PCP
2962
Panoramic Capital Partners
Oregon
$6.35M
SCM
2963
Summerhill Capital Management
Ontario, Canada
$6.35M
BI
2964
Ballast Inc
Kentucky
$6.35M
IAS
2965
Integrity Advisory Solutions
Texas
$6.34M
SPWM
2966
Schrum Private Wealth Management
Florida
$6.34M
FPW
2967
Fairvoy Private Wealth
Alabama
$6.34M
CGFA
2968
Colton Groome Financial Advisors
North Carolina
$6.34M
AGAM
2969
Audent Global Asset Management
California
$6.33M
NCM
2970
NCM Capital Management
New Jersey
$6.3M
SC
2971
Slow Capital
California
$6.3M
AC
2972
Addison Capital
Pennsylvania
$6.28M
FFG
2973
Fortem Financial Group
California
$6.28M
FFC
2974
First Financial Corp
Indiana
$6.27M
FB
2975
Finward Bancorp
Indiana
$6.27M