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