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Microsoft

6,158 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 3,224 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
6,158
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
SWM
3076
Sandro Wealth Management
New Jersey
$5.85M
MWM
3077
Manske Wealth Management
Texas
$5.85M
GIS
3078
Graphene Investments SAS
France
$5.85M
EIM
3079
Essex Investment Management
Massachusetts
$5.85M
CWP
3080
Core Wealth Partners
California
$5.84M
EWA
3081
Encompass Wealth Advisors
Oregon
$5.84M
BCP
3082
Berkeley Capital Partners
Georgia
$5.83M
KTM
3083
Keeler Thomas Management
Utah
$5.83M
BWM
3084
BlackDiamond Wealth Management
New York
$5.82M
JDLA
3085
J. Derek Lewis & Associates
California
$5.82M
MAM
3086
Montchanin Asset Management
Delaware
$5.82M
CAC
3087
Certified Advisory Corp
Florida
$5.82M
WCAMG
3088
Woodard & Company Asset Management Group
North Carolina
$5.82M
OAM
3089
Oak Asset Management
California
$5.82M
WCG
3090
Weaver Consulting Group
California
$5.81M
JF
3091
JSF Financial
California
$5.81M
DAS
3092
DMKC Advisory Services
Iowa
$5.81M
FNBOH
3093
First National Bank of Hutchinson
Kansas
$5.81M
KPM
3094
Kinetic Partners Management
Florida
$5.8M
SHFA
3095
SC&H Financial Advisors
Maryland
$5.8M
HIMS
3096
Hager Investment Management Services
New Hampshire
$5.79M
ATIA
3097
American Trust Investment Advisors
New Hampshire
$5.79M
PVM
3098
Palogic Value Management
Texas
$5.79M
BIG
3099
Boothe Investment Group
Delaware
$5.79M
BA
3100
Bluesphere Advisors
Pennsylvania
$5.79M