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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
PCM
3101
Palouse Capital Management
Washington
$5.78M
GGA
3102
Granite Group Advisors
Connecticut
$5.78M
FA
3103
Financial Avengers
California
$5.78M
WR
3104
WD Rutherford
Oregon
$5.78M
BWP
3105
BSW Wealth Partners
Colorado
$5.78M
FWP
3106
Falcon Wealth Planning
California
$5.77M
AEPWM
3107
Atlantic Edge Private Wealth Management
Florida
$5.77M
OWA
3108
One Wealth Advisors
California
$5.77M
SAMT
3109
Select Asset Management & Trust
Pennsylvania
$5.76M
DCU
3110
Dara Capital US
Florida
$5.76M
RA
3111
RiverPark Advisors
New York
$5.75M
WI
3112
Westbourne Investments
Virginia
$5.74M
SAM
3113
S.A. Mason
Michigan
$5.74M
BFA
3114
Brown Financial Advisors
Ohio
$5.74M
LC
3115
Legacy CG
Texas
$5.74M
KHCM
3116
Kirtland Hills Capital Management
Ohio
$5.73M
OFA
3117
Orographic Financial Advisors
Colorado
$5.73M
CCM
3118
Cloud Capital Management
Washington
$5.73M
TCG
3119
Transcendent Capital Group
Oklahoma
$5.72M
TIA
3120
Traphagen Investment Advisors
New Jersey
$5.72M
SCP
3121
Seizert Capital Partners
Michigan
$5.72M
WFS
3122
Widmann Financial Services
Maryland
$5.71M
SDWIA
3123
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.7M
WAM
3124
WNY Asset Management
New York
$5.7M
TC
3125
Trust Company
Kansas
$5.69M