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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
LOAME
3376
Lombard Odier Asset Management (Europe)
United Kingdom
$4.84M
PP
3377
Patron Partners
Texas
$4.83M
ORC
3378
O'Rourke & Company
Massachusetts
$4.83M
W
3379
Wealthquest
Ohio
$4.83M
MAM
3380
McLean Asset Management
Virginia
$4.83M
CCMT
3381
CMT Capital Markets Trading
Germany
$4.82M
FFA
3382
Fairfield Financial Advisors
Massachusetts
$4.82M
WFAG
3383
Wescott Financial Advisory Group
Pennsylvania
$4.82M
KCP
3384
Kera Capital Partners
California
$4.82M
IMT
3385
Investment Management Trust
Massachusetts
$4.81M
PWMG
3386
Pinnacle Wealth Management Group
Michigan
$4.8M
EGM
3387
Encore Global Management
Texas
$4.79M
RI
3388
Ruggiero Investments
Florida
$4.79M
RCM
3389
Raleigh Capital Management
North Carolina
$4.79M
DCM
3390
Davidson Capital Management
Texas
$4.78M
SH
3391
SLT Holdings
Arizona
$4.77M
AWAU
3392
Alliance Wealth Advisors (Utah)
Utah
$4.77M
GAA
3393
Guardian Asset Advisors
Pennsylvania
$4.77M
CWM
3394
Cabot Wealth Management
Massachusetts
$4.77M
WAM
3395
Wernau Asset Management
Massachusetts
$4.76M
DFCM
3396
Dark Forest Capital Management
Puerto Rico
$4.76M
WWM
3397
Whalen Wealth Management
Nevada
$4.76M
AW
3398
Alchemi Wealth
Connecticut
$4.75M
TBNY
3399
Trustco Bank (New York)
New York
$4.75M
AMG
3400
Advisors Management Group
Wisconsin
$4.74M