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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
ICMM
4826
Integrated Capital Management (Michigan)
Michigan
$1.48M
DF
4827
Define Financial
California
$1.48M
KIM
4828
Kurv Investment Management
California
$1.47M
VWWMG
4829
Vermillion & White Wealth Management Group
Pennsylvania
$1.47M
MAM
4830
Marotta Asset Management
Virginia
$1.47M
CCM
4831
Colorado Capital Management
Colorado
$1.47M
CF
4832
Calder Financial
Pennsylvania
$1.47M
IIM
4833
Ironwood Investment Management
Massachusetts
$1.47M
TFA
4834
Trinity Financial Advisors
Ohio
$1.47M
CRFG
4835
Columbia River Financial Group
Washington
$1.47M
AFG
4836
Artesa Financial Group
Texas
$1.47M
IIA
4837
Integrity Investment Advisors
Colorado
$1.46M
VIA
4838
Virtus Investment Advisers
Connecticut
$1.46M
NIA
4839
NBZ Investment Advisors
Tennessee
$1.46M
BGA
4840
Battery Global Advisors
Massachusetts
$1.46M
SO
4841
Sierra Ocean
California
$1.46M
VW
4842
Veridan Wealth
Oregon
$1.46M
WCM
4843
Winebrenner Capital Management
Kentucky
$1.45M
OPF
4844
Old Peak Finance
North Carolina
$1.45M
GFA
4845
Godfrey Financial Associates
New York
$1.45M
WF
4846
WealthPoint Financial
North Carolina
$1.45M
SCM
4847
Saxony Capital Management
Missouri
$1.45M
VIM
4848
Vista Investment Management
Pennsylvania
$1.45M
PWM
4849
Pinnacle Wealth Management
California
$1.45M
HHRDM
4850
H&H Retirement Design & Management
Nevada
$1.45M