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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
KFG
3726
Kelly Financial Group
Connecticut
$3.73M
TS
3727
TradeWell Securities
Indiana
$3.73M
GCM
3728
Genus Capital Management
British Columbia, Canada
$3.73M
BWCS
3729
Beirne Wealth Consulting Services
Connecticut
$3.72M
TC
3730
Tsai Capital
New York
$3.72M
PBCM
3731
Point Break Capital Management
Florida
$3.71M
MFG
3732
Midwest Financial Group
Kansas
$3.71M
SC
3733
Shay Capital
New York
$3.7M
ILCM
3734
Ivy Lane Capital Management
Florida
$3.7M
MGM
3735
Miura Global Management
New York
$3.7M
TF
3736
Threadgill Financial
Texas
$3.7M
EFG
3737
Elm3 Financial Group
Georgia
$3.69M
EBWM
3738
Eagle Bluffs Wealth Management
Missouri
$3.68M
LCWP
3739
Legacy Capital Wealth Partners
Arkansas
$3.68M
WWG
3740
West Wealth Group
California
$3.68M
ST
3741
Sageworth Trust
Pennsylvania
$3.68M
EB
3742
Exchange Bank
California
$3.68M
TGIA
3743
Torrey Growth & Income Advisors
California
$3.68M
LI
3744
LifeWealth Investments
Florida
$3.68M
CCM
3745
CFO Capital Management
Connecticut
$3.67M
NWM
3746
Northwest Wealth Management
Iowa
$3.67M
NA
3747
NWM Advisors
California
$3.67M
AMIM
3748
Aull & Monroe Investment Management
Alabama
$3.66M
AWAP
3749
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.66M
GIM
3750
Guardian Investment Management
California
$3.66M