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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
SHFA
3101
SC&H Financial Advisors
Maryland
$5.8M
HIMS
3102
Hager Investment Management Services
New Hampshire
$5.79M
ATIA
3103
American Trust Investment Advisors
New Hampshire
$5.79M
PVM
3104
Palogic Value Management
Texas
$5.79M
BIG
3105
Boothe Investment Group
Delaware
$5.79M
BA
3106
Bluesphere Advisors
Pennsylvania
$5.79M
PCM
3107
Palouse Capital Management
Washington
$5.78M
GGA
3108
Granite Group Advisors
Connecticut
$5.78M
FA
3109
Financial Avengers
California
$5.78M
WR
3110
WD Rutherford
Oregon
$5.78M
BWP
3111
BSW Wealth Partners
Colorado
$5.78M
FWP
3112
Falcon Wealth Planning
California
$5.77M
AEPWM
3113
Atlantic Edge Private Wealth Management
Florida
$5.77M
OWA
3114
One Wealth Advisors
California
$5.77M
SAMT
3115
Select Asset Management & Trust
Pennsylvania
$5.76M
DCU
3116
Dara Capital US
Florida
$5.76M
RA
3117
RiverPark Advisors
New York
$5.75M
WI
3118
Westbourne Investments
Virginia
$5.74M
SAM
3119
S.A. Mason
Michigan
$5.74M
BFA
3120
Brown Financial Advisors
Ohio
$5.74M
LC
3121
Legacy CG
Texas
$5.74M
KHCM
3122
Kirtland Hills Capital Management
Ohio
$5.73M
OFA
3123
Orographic Financial Advisors
Colorado
$5.73M
CCM
3124
Cloud Capital Management
Washington
$5.73M
TCG
3125
Transcendent Capital Group
Oklahoma
$5.72M