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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
HP
5851
Highlander Partners
Texas
$389K
JPT
5852
Jordan Park Trust
New Hampshire
$388K
M
5853
MYeCFO
California
$386K
FWM
5854
FMA Wealth Management
Massachusetts
$386K
GKFF
5855
George Kaiser Family Foundation
Oklahoma
$384K
FIG
5856
FSA Investment Group
Florida
$384K
SPWM
5857
Straight Path Wealth Management
Michigan
$383K
PPF
5858
Pacific Park Financial
California
$382K
FFW
5859
Fusion Family Wealth
New York
$382K
ADEF
5860
ABS Direct Equity Fund
Connecticut
$381K
MCRM
5861
Midway Capital Research & Management
Illinois
$380K
TP
5862
Trailhead Planners
Minnesota
$379K
AP
5863
Aspect Partners
Virginia
$379K
IWM
5864
IMG Wealth Management
Florida
$377K
SCA
5865
Sippican Capital Advisors
Massachusetts
$377K
LW
5866
Lauer Wealth
Indiana
$375K
PS
5867
Pinney & Scofield
Massachusetts
$374K
PWG
5868
Private Wealth Group
Florida
$374K
ACM
5869
Andina Capital Management
Utah
$374K
HCM
5870
Hudson Capital Management
New Jersey
$373K
BWA
5871
Bestgate Wealth Advisors
Maryland
$371K
EAMH
5872
Eurizon Asset Management Hungary
$370K
IAMH
5873
IvyRock Asset Management (HK)
Hong Kong
$370K
VF
5874
Vista Finance
Missouri
$369K
DAM
5875
Directional Asset Management
Illinois
$369K