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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
MA
4176
MBA Advisors
Pennsylvania
$2.56M
RRAM
4177
River Road Asset Management
Kentucky
$2.56M
PFA
4178
Pathway Financial Advisors
Vermont
$2.56M
MMCM
4179
Murphy & Mullick Capital Management
New York
$2.56M
HKIMG
4180
Hutchens & Kramer Investment Management Group
Indiana
$2.56M
SWMG
4181
Sanchez Wealth Management Group
Florida
$2.55M
PCM
4182
Park Capital Management
Wisconsin
$2.55M
DCM
4183
Davis Capital Management
Florida
$2.55M
MC
4184
Matters Capital
Florida
$2.54M
FCMA
4185
Foresight Capital Management Advisors
Michigan
$2.54M
PAW
4186
Plan A Wealth
Nebraska
$2.54M
OF
4187
Optimize Financial
California
$2.54M
DRP
4188
Decker Retirement Planning
Utah
$2.53M
ETCM
4189
Evolutionary Tree Capital Management
Virginia
$2.53M
ICM
4190
Intrepid Capital Management
Florida
$2.53M
AT
4191
Arlington Trust
Alabama
$2.53M
LCGC
4192
Legacy Capital Group California
California
$2.52M
AAA
4193
Andrews Advisory Associates
Hawaii
$2.52M
GRR
4194
Golden Reserve Retirement
Ohio
$2.52M
IF
4195
IRON Financial
Illinois
$2.52M
ARA
4196
Alexander Randolph Advisory
Virginia
$2.52M
E3F
4197
Eight 31 Financial
Texas
$2.52M
SRSA
4198
S.R. Schill & Associates
Washington
$2.51M
LWA
4199
Lantern Wealth Advisors
New York
$2.51M
RI
4200
Ridgewood Investments
New Jersey
$2.5M