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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
MCM
5501
MontVue Capital Management
Virginia
$699K
JSA
5502
Jim Saulnier & Associates
Colorado
$695K
SCFS
5503
Stewardship Concepts Financial Services
Washington
$694K
RC
5504
Resolute Capital
South Carolina
$693K
HPWM
5505
High Point Wealth Management
New Jersey
$693K
GWM
5506
GoalFusion Wealth Management
Texas
$693K
SIA
5507
Sovereign Investment Advisors
Arizona
$692K
GC
5508
Granville Capital
North Carolina
$692K
AIFS
5509
A&I Financial Services
Colorado
$691K
CCA
5510
Cypress Capital Advisors
Tennessee
$691K
MPG
5511
My Portfolio Guide
California
$689K
PF
5512
Penney Financial
Texas
$689K
SA
5513
Stolz & Associates
Washington
$687K
SHWM
5514
Smith & Howard Wealth Management
Georgia
$683K
SF
5515
Seros Financial
Arizona
$683K
IPA
5516
Investment Planning Advisors
Georgia
$682K
WRCM
5517
Western Reserve Capital Management
Ohio
$680K
WH
5518
Whitcomb & Hess
Ohio
$680K
FWM
5519
FMB Wealth Management
California
$680K
ACH
5520
ArrowMark Colorado Holdings
Colorado
$679K
GK
5521
Graney & King
New York
$679K
FIC
5522
Family Investment Center
Missouri
$679K
AFP
5523
ATLas Financial Planning
Georgia
$678K
RWM
5524
Riverchase Wealth Management
Texas
$676K
RYA
5525
Richard Young Associates
Georgia
$674K