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Microsoft

6,157 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, 3,222 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
6,157
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
SHFG
3701
S Harris Financial Group
Texas
$3.79M
SAMC
3702
Spectrum Asset Management (California)
California
$3.78M
GAM
3703
GEM Asset Management
Michigan
$3.78M
GC
3704
Gould Capital
Washington
$3.77M
LWA
3705
Legacy Wealth Advisors
Florida
$3.77M
CIA
3706
Cascade Investment Advisors
Oregon
$3.77M
LF
3707
Lighthouse Financial
Florida
$3.77M
ORAM
3708
One River Asset Management
Connecticut
$3.77M
BIP
3709
Blueprint Investment Partners
North Carolina
$3.77M
FFA
3710
Fortune Financial Advisors
Kansas
$3.76M
CIS
3711
Custom Index Systems
New York
$3.76M
HIF
3712
Hill Island Financial
Michigan
$3.76M
UPS
3713
UHLMANN PRICE SECURITIES
Illinois
$3.76M
CCM
3714
Crew Capital Management
Ohio
$3.75M
DIP
3715
Davis Investment Partners
North Carolina
$3.74M
BMWS
3716
Brady Martz Wealth Solutions
North Dakota
$3.74M
RAM
3717
Riggs Asset Management
Pennsylvania
$3.74M
CFSG
3718
Clark Financial Services Group
Missouri
$3.73M
VAM
3719
Vienna Asset Management
California
$3.73M
KFG
3720
Kelly Financial Group
Connecticut
$3.73M
TS
3721
TradeWell Securities
Indiana
$3.73M
GCM
3722
Genus Capital Management
British Columbia, Canada
$3.73M
BWCS
3723
Beirne Wealth Consulting Services
Connecticut
$3.72M
TC
3724
Tsai Capital
New York
$3.72M
PBCM
3725
Point Break Capital Management
Florida
$3.71M