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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
SIM
3151
Samara Investment Management
Oregon
$5.6M
MWM
3152
MOKAN Wealth Management
Kansas
$5.6M
MAG
3153
Meadowbrook Advisors Group
New Jersey
$5.6M
ECM
3154
Ebert Capital Management
California
$5.6M
RWP
3155
Ridgecrest Wealth Partners
California
$5.6M
PC
3156
Payne Capital
Oregon
$5.59M
CWP
3157
Curated Wealth Partners
California
$5.59M
JCM
3158
Jacobsen Capital Management
Utah
$5.59M
AV
3159
Aspiring Ventures
Ohio
$5.58M
BRG
3160
Bay Rivers Group
Virginia
$5.57M
AFG
3161
ABLE Financial Group
Arizona
$5.56M
NERM
3162
New England Research & Management
Illinois
$5.56M
AGP
3163
Aspire Growth Partners
Florida
$5.55M
FHC
3164
First Heartland Consultants
Missouri
$5.55M
ACA
3165
Affinity Capital Advisors
California
$5.55M
RFG
3166
RFP Financial Group
Georgia
$5.55M
KA
3167
Kercheville Advisors
Texas
$5.55M
HFBOT
3168
Home Federal Bank of Tennessee
Tennessee
$5.54M
PWM
3169
Purus Wealth Management
California
$5.54M
SSWM
3170
Sheets Smith Wealth Management
North Carolina
$5.54M
SPF
3171
South Plains Financial
Texas
$5.53M
IQI
3172
Integrated Quantitative Investments
Washington
$5.53M
ACM
3173
Ashford Capital Management
Delaware
$5.53M
SIM
3174
Sterling Investment Management
Arizona
$5.53M
BLFG
3175
Brian Low Financial Group
Louisiana
$5.52M