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Microsoft

6,168 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, 3,230 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: 73.61%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0952,576 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$664B)

Holders
6,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,576
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
KFO
4576
Kopp Family Office
Minnesota
$1.84M
CWM
4577
CarsonAllaria Wealth Management
Illinois
$1.84M
HIS
4578
Harvest Investment Services
Illinois
$1.84M
AFAS
4579
Acorn Financial Advisory Services
Virginia
$1.84M
SLP
4580
Storen Legacy Partners
Indiana
$1.84M
4WM
4581
4J Wealth Management
Virginia
$1.84M
MFT
4582
Moisand Fitzgerald Tamayo
Florida
$1.84M
SCM
4583
Suvretta Capital Management
New York
$1.84M
CG
4584
Curat Global
New Hampshire
$1.84M
WI
4585
WBI Investments
New Jersey
$1.84M
FH
4586
Financial Harvest
Florida
$1.84M
ITG
4587
Index Technologies Group
New York
$1.84M
AGA
4588
Arkos Global Advisors
Texas
$1.84M
SWIM
4589
Smallwood Wealth Investment Management
New Jersey
$1.83M
BC
4590
Brio Consultants
California
$1.83M
HWP
4591
Hibernia Wealth Partners
Louisiana
$1.83M
CCA
4592
Cravens & Co Advisors
Tennessee
$1.83M
RBC
4593
Roble Belko & Company
Pennsylvania
$1.83M
CIM
4594
Capital Investment Management
Missouri
$1.83M
RW
4595
RVW Wealth
California
$1.83M
EA
4596
Eclectic Associates
California
$1.83M
BBA
4597
Braun-Bostich & Associates
Pennsylvania
$1.82M
AIA
4598
Accelerate Investment Advisors
California
$1.82M
KFSC
4599
Keystone Financial Services (Colorado)
Colorado
$1.82M
MAM
4600
Markin Asset Management
New York
$1.82M