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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
NCM
2976
NCM Capital Management
New Jersey
$6.3M
SC
2977
Slow Capital
California
$6.3M
AC
2978
Addison Capital
Pennsylvania
$6.28M
FFG
2979
Fortem Financial Group
California
$6.28M
FFC
2980
First Financial Corp
Indiana
$6.27M
FB
2981
Finward Bancorp
Indiana
$6.27M
BSA
2982
Bull Street Advisors
Georgia
$6.27M
SWP
2983
Semus Wealth Partners
Florida
$6.26M
WE
2984
Wealth Effects
Massachusetts
$6.26M
MAC
2985
Mason & Associates (California)
California
$6.26M
CM
2986
Columbus Macro
Pennsylvania
$6.25M
HFRG
2987
Houlihan Financial Resource Group
Virginia
$6.23M
MFC
2988
Mechanics Financial Corp
Ohio
$6.23M
FGWP
2989
Founders Grove Wealth Partners
Virginia
$6.23M
MCM
2990
McKinney Capital Management
Texas
$6.22M
BAM
2991
Beaumont Asset Management
Texas
$6.22M
AFA
2992
AA Financial Advisors
Ohio
$6.22M
IWM
2993
Iams Wealth Management
Nebraska
$6.21M
CAL
2994
Capital Advisors Ltd
Ohio
$6.21M
AGC
2995
Aspen Grove Capital
Colorado
$6.2M
BOM
2996
Bank of Marin
California
$6.2M
JKA
2997
Jones Kertz & Associates
Minnesota
$6.19M
WIC
2998
Wilkins Investment Counsel
Massachusetts
$6.19M
MWM
2999
Marion Wealth Management
Pennsylvania
$6.19M
OCM
3000
Olstein Capital Management
New York
$6.18M