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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
PC
3701
Port Capital
Illinois
$3.81M
PMSA
3702
Patrick M. Sweeney & Associates
Illinois
$3.81M
OGC
3703
Oak Grove Capital
New Hampshire
$3.81M
SFG
3704
Seamount Financial Group
Colorado
$3.81M
RL
3705
Rogco LP
Oklahoma
$3.8M
CCG
3706
Catalina Capital Group
California
$3.79M
SHFG
3707
S Harris Financial Group
Texas
$3.79M
SAMC
3708
Spectrum Asset Management (California)
California
$3.78M
GAM
3709
GEM Asset Management
Michigan
$3.78M
GC
3710
Gould Capital
Washington
$3.77M
LWA
3711
Legacy Wealth Advisors
Florida
$3.77M
CIA
3712
Cascade Investment Advisors
Oregon
$3.77M
LF
3713
Lighthouse Financial
Florida
$3.77M
ORAM
3714
One River Asset Management
Connecticut
$3.77M
BIP
3715
Blueprint Investment Partners
North Carolina
$3.77M
FFA
3716
Fortune Financial Advisors
Kansas
$3.76M
CIS
3717
Custom Index Systems
New York
$3.76M
HIF
3718
Hill Island Financial
Michigan
$3.76M
UPS
3719
UHLMANN PRICE SECURITIES
Illinois
$3.76M
CCM
3720
Crew Capital Management
Ohio
$3.75M
DIP
3721
Davis Investment Partners
North Carolina
$3.74M
BMWS
3722
Brady Martz Wealth Solutions
North Dakota
$3.74M
RAM
3723
Riggs Asset Management
Pennsylvania
$3.74M
CFSG
3724
Clark Financial Services Group
Missouri
$3.73M
VAM
3725
Vienna Asset Management
California
$3.73M