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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
BSA
2976
Bull Street Advisors
Georgia
$6.27M
SWP
2977
Semus Wealth Partners
Florida
$6.26M
WE
2978
Wealth Effects
Massachusetts
$6.26M
MAC
2979
Mason & Associates (California)
California
$6.26M
CM
2980
Columbus Macro
Pennsylvania
$6.25M
HFRG
2981
Houlihan Financial Resource Group
Virginia
$6.23M
MFC
2982
Mechanics Financial Corp
Ohio
$6.23M
FGWP
2983
Founders Grove Wealth Partners
Virginia
$6.23M
MCM
2984
McKinney Capital Management
Texas
$6.22M
BAM
2985
Beaumont Asset Management
Texas
$6.22M
AFA
2986
AA Financial Advisors
Ohio
$6.22M
IWM
2987
Iams Wealth Management
Nebraska
$6.21M
CAL
2988
Capital Advisors Ltd
Ohio
$6.21M
AGC
2989
Aspen Grove Capital
Colorado
$6.2M
BOM
2990
Bank of Marin
California
$6.2M
JKA
2991
Jones Kertz & Associates
Minnesota
$6.19M
WIC
2992
Wilkins Investment Counsel
Massachusetts
$6.19M
MWM
2993
Marion Wealth Management
Pennsylvania
$6.19M
OCM
2994
Olstein Capital Management
New York
$6.18M
GS
2995
GWN Securities
Florida
$6.17M
WW
2996
Waterfront Wealth
Kansas
$6.17M
TP
2997
TritonPoint Partners
Maryland
$6.16M
NFG
2998
Northbridge Financial Group
Florida
$6.16M
GWM
2999
Goldenstone Wealth Management
California
$6.16M
D
3000
Drystone
Virginia
$6.15M