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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
NIA
4101
NIA Impact Advisors
California
$2.75M
BFP
4102
Birchwood Financial Partners
Minnesota
$2.75M
BC
4103
Barrett & Company
Rhode Island
$2.75M
FA
4104
Faithward Advisors
Pennsylvania
$2.75M
CM
4105
CastleKnight Management
New York
$2.75M
LBC
4106
Leigh Baldwin & Co
New York
$2.75M
SPW
4107
Surience Private Wealth
Washington
$2.74M
BCM
4108
Bayesian Capital Management
New York
$2.74M
AWA
4109
Amplius Wealth Advisors
Pennsylvania
$2.73M
GFG
4110
Greenbush Financial Group
New York
$2.73M
TI
4111
tru Independence
Oregon
$2.73M
AIM
4112
Alhambra Investment Management
Florida
$2.73M
PAM
4113
PCG Asset Management
New Jersey
$2.73M
SCA
4114
Strathmore Capital Advisors
North Carolina
$2.73M
MTC
4115
Matrix Trust Company
Colorado
$2.72M
LAS
4116
LWM Advisory Services
Florida
$2.72M
WIM
4117
Waycross Investment Management
Washington
$2.72M
DCM
4118
Delta Capital Management
New Jersey
$2.71M
PW
4119
Paladin Wealth
Minnesota
$2.7M
CSC
4120
Caldwell Sutter Capital
California
$2.69M
TI
4121
Truepoint Inc
Ohio
$2.69M
PHWA
4122
Petersen Hastings Wealth Advisors
Washington
$2.69M
FWP
4123
Fiduciary Wealth Partners
Massachusetts
$2.69M
TC
4124
TwinBeech Capital
New York
$2.69M
TF
4125
Tandem Financial
Colorado
$2.68M