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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
MFG
3501
Menard Financial Group
Texas
$4.41M
LWM
3502
Lakeridge Wealth Management
Ohio
$4.41M
5NPW
3503
55 North Private Wealth
Florida
$4.41M
CWM
3504
Castle Wealth Management
Florida
$4.41M
FFG
3505
Fiduciary Financial Group
California
$4.38M
SWMP
3506
Signature Wealth Management Partners
New Jersey
$4.38M
CCM
3507
Conway Capital Management
California
$4.38M
UWP
3508
Uniting Wealth Partners
Kansas
$4.37M
GA
3509
GraniteShares Advisors
New York
$4.37M
JC
3510
JM2 Capital
Oklahoma
$4.37M
PHWM
3511
Pine Harbor Wealth Management
Maryland
$4.37M
RIM
3512
RW Investment Management
Idaho
$4.37M
IRP
3513
Investment Research Partners
Pennsylvania
$4.36M
CW
3514
CrossGen Wealth
North Carolina
$4.36M
RCM
3515
Regency Capital Management
Hawaii
$4.36M
JFG
3516
Jefferies Financial Group
New York
$4.35M
GCA
3517
Gallagher Capital Advisors
Texas
$4.35M
BPW
3518
BlueDoor Private Wealth
Massachusetts
$4.34M
TCP
3519
TMB Capital Partners
Arkansas
$4.34M
GCM
3520
Gables Capital Management
Florida
$4.33M
WIM
3521
Wittenberg Investment Management
Massachusetts
$4.33M
VR
3522
Vision Retirement
New Jersey
$4.33M
SCM
3523
Sunbeam Capital Management
Georgia
$4.33M
PBK
3524
Peoples Bank (Kansas)
Kansas
$4.32M
MPIA
3525
Mountain Pacific Investment Advisers
Idaho
$4.32M