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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
LFS
3251
Lighthouse Financial Services
California
$5.28M
LF
3252
LifeSteps Financial
California
$5.28M
BDFN
3253
Bond & Devick Financial Network
Minnesota
$5.27M
MFP
3254
Meridian Financial Partners
Virginia
$5.27M
GC
3255
Guidance Capital
Kentucky
$5.26M
RC
3256
Reik & Co
New York
$5.26M
SCM
3257
Sitrin Capital Management
California
$5.26M
SWP
3258
Summit Wealth Partners
Florida
$5.25M
PFG
3259
Putney Financial Group
California
$5.24M
CG
3260
Cynosure Group
Utah
$5.24M
SAM
3261
Silphium Asset Management
United Kingdom
$5.24M
GHA
3262
Granite Harbor Advisors
Texas
$5.22M
ABWM
3263
Alpine Bank Wealth Management
Colorado
$5.22M
MHC
3264
May Hill Capital
Massachusetts
$5.22M
VIA
3265
Vickerman Investment Advisors
Washington
$5.21M
MHWM
3266
Montz Harcus Wealth Management
Louisiana
$5.21M
JFGLC
3267
Johnson Financial Group LLC (Colorado)
Colorado
$5.21M
ONST
3268
Old North State Trust
North Carolina
$5.21M
GAM
3269
Gemmer Asset Management
California
$5.2M
F8IS
3270
Figure 8 Investment Strategies
Idaho
$5.2M
WP
3271
WealthPLAN Partners
Nebraska
$5.2M
JFG
3272
Juno Financial Group
Virginia
$5.19M
GCA
3273
Gradient Capital Advisors
California
$5.19M
BCM
3274
Bretton Capital Management
California
$5.18M
TAR
3275
Trask Adam Roland
$5.18M