We are live on ! Find out more
MSFT icon

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
SSCM
3276
Spectrum Strategic Capital Management
Oregon
$5.18M
JWM
3277
Jeppson Wealth Management
California
$5.17M
RC
3278
Rahlfs Capital
Texas
$5.17M
GTAM
3279
Global Trust Asset Management
Florida
$5.16M
ACM
3280
Avalon Capital Management
California
$5.15M
AIM
3281
Athena Investment Management
California
$5.15M
BSAM
3282
Blue Square Asset Management
New York
$5.15M
LF
3283
Lee Financial
Texas
$5.15M
OFS
3284
Orrstown Financial Services
Pennsylvania
$5.14M
CNWM
3285
Clay Northam Wealth Management
California
$5.14M
EL
3286
EWA LLC
Pennsylvania
$5.13M
MAM
3287
MWA Asset Management
Massachusetts
$5.13M
PRA
3288
Pine Ridge Advisers
New York
$5.13M
CPRC
3289
Consolidated Portfolio Review Corp
New York
$5.13M
EAM
3290
Empirical Asset Management
Massachusetts
$5.13M
EAN
3291
Excelsior Advisor Network
Colorado
$5.12M
WWM
3292
Waterway Wealth Management
Texas
$5.11M
NIWA
3293
New Insight Wealth Advisors
California
$5.11M
AFM
3294
Aspetuck Financial Management
Connecticut
$5.11M
PIAS
3295
PCA Investment Advisory Services
Ohio
$5.11M
PCIG
3296
Partners Capital Investment Group
Massachusetts
$5.1M
FDS
3297
Freedom Day Solutions
Texas
$5.1M
SWM
3298
StoneCrest Wealth Management
Arizona
$5.1M
SRM
3299
Shelter Rock Management
New York
$5.1M
CFIA
3300
Cantor Fitzgerald Investment Advisors
New York
$5.09M