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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
HCM
5401
Horrell Capital Management
Arkansas
$805K
AAS
5402
AdviceOne Advisory Services
Connecticut
$805K
CIM
5403
Catalyst Investment Management
New Hampshire
$803K
BWG
5404
Balanced Wealth Group
Ohio
$802K
SWM
5405
Shakespeare Wealth Management
Wisconsin
$802K
PCM
5406
Prospera Capital Management
Arizona
$802K
SIM
5407
Synergy Investment Management
Florida
$799K
EMCIP
5408
Ewing Morris & Co Investment Partners
Ontario, Canada
$799K
MIAS
5409
Mason Investment Advisory Services
Virginia
$799K
FI
5410
FWG Investments
Kentucky
$795K
CAM
5411
Capital Asset Management
Colorado
$794K
EWM
5412
Echo Wealth Management
Minnesota
$793K
KF
5413
Kelsey Financial
California
$790K
CFG
5414
Compton Financial Group
Maryland
$789K
EW
5415
Entruity Wealth
California
$789K
BCA
5416
Bayshore Capital Advisors
Florida
$788K
PC
5417
Purewater Capital
Texas
$788K
KG
5418
Kilter Group
New York
$786K
JF
5419
Joule Financial
Kentucky
$784K
HWA
5420
HighRoad Wealth Advisors
Oregon
$783K
T
5421
TrueFG
Texas
$780K
GC
5422
Guilbault Capital
Louisiana
$780K
KBG
5423
Kahn Brothers Group
New York
$774K
SAG
5424
Sentinel Advisory Group
Wisconsin
$774K
FFG
5425
Foundry Financial Group
New Hampshire
$773K