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Microsoft

6,170 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, 2,399 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: 3,0962,578 (-518)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$665B)

Holders
6,170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,578
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
GAM
3276
Gemmer Asset Management
California
$5.2M
F8IS
3277
Figure 8 Investment Strategies
Idaho
$5.2M
WP
3278
WealthPLAN Partners
Nebraska
$5.2M
JFG
3279
Juno Financial Group
Virginia
$5.19M
GCA
3280
Gradient Capital Advisors
California
$5.19M
BCM
3281
Bretton Capital Management
California
$5.18M
TAR
3282
Trask Adam Roland
$5.18M
SSCM
3283
Spectrum Strategic Capital Management
Oregon
$5.18M
JWM
3284
Jeppson Wealth Management
California
$5.17M
RC
3285
Rahlfs Capital
Texas
$5.17M
GTAM
3286
Global Trust Asset Management
Florida
$5.16M
ACM
3287
Avalon Capital Management
California
$5.15M
AIM
3288
Athena Investment Management
California
$5.15M
BSAM
3289
Blue Square Asset Management
New York
$5.15M
LF
3290
Lee Financial
Texas
$5.15M
OFS
3291
Orrstown Financial Services
Pennsylvania
$5.14M
CNWM
3292
Clay Northam Wealth Management
California
$5.14M
EL
3293
EWA LLC
Pennsylvania
$5.13M
MAM
3294
MWA Asset Management
Massachusetts
$5.13M
CPRC
3295
Consolidated Portfolio Review Corp
New York
$5.13M
PRA
3296
Pine Ridge Advisers
New York
$5.13M
EAM
3297
Empirical Asset Management
Massachusetts
$5.13M
EAN
3298
Excelsior Advisor Network
Colorado
$5.12M
WWM
3299
Waterway Wealth Management
Texas
$5.11M
NIWA
3300
New Insight Wealth Advisors
California
$5.11M