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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
CWP
851
Cyndeo Wealth Partners
Florida
$71.3M
ELI
852
Empire Life Investments
Ontario, Canada
$71.1M
VPI
853
Value Partners Investments
Manitoba, Canada
$71.1M
MGIA
854
Moneta Group Investment Advisors
Missouri
$71.1M
CPSAC
855
Chas P. Smith & Associates (CPS)
Florida
$70.9M
WFMPM
856
Woodley Farra Manion Portfolio Management
Indiana
$70.8M
HCMG
857
Howard Capital Management Group
California
$70.8M
DP
858
Dearborn Partners
Illinois
$70.5M
BAM
859
Berkshire Asset Management
Pennsylvania
$70.5M
SCI
860
S&CO Inc
Massachusetts
$70.4M
M
861
Mirova
France
$69.9M
PSP
862
Pacific Sage Partners
Washington
$69.9M
WI
863
Wahed Invest
New York
$69.6M
PWM
864
Perigon Wealth Management
California
$69.6M
GS
865
GTS Securities
New York
$69.5M
NPA
866
Nichols & Pratt Advisers
Massachusetts
$69.4M
KOCAA
867
Knights of Columbus Asset Advisors
Connecticut
$69.3M
VCM
868
Versant Capital Management
Arizona
$69.2M
HC
869
Henshaw Capital
Massachusetts
$69.1M
AAM
870
Alphadyne Asset Management
New York
$68.5M
IFG
871
Independent Financial Group
California
$68.5M
SFM
872
Stack Financial Management
Montana
$68.5M
RWM
873
Ritholtz Wealth Management
New York
$68.4M
BIAS
874
Beacon Investment Advisory Services
New Jersey
$68.3M
PAG
875
Private Advisory Group
Washington
$67M