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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
SFS
976
Sowell Financial Services
Arkansas
$55.4M
BWP
977
Baldwin Wealth Partners
Massachusetts
$55.4M
PP
978
Patten & Patten
Tennessee
$55.3M
IC
979
Iconiq Capital
California
$55.3M
JAFL
980
Jay A. Fishman Ltd
Michigan
$55.1M
CIM
981
Confluence Investment Management
Missouri
$55M
YIA
982
YHB Investment Advisors
Connecticut
$55M
HCM
983
Hollencrest Capital Management
California
$54.3M
SVCP
984
Silicon Valley Capital Partners
California
$54M
BGCP
985
Bristol Gate Capital Partners
Ontario, Canada
$53.9M
OCM
986
Osterweis Capital Management
California
$53.6M
GKWIM
987
Gerber Kawasaki Wealth & Investment Management
California
$53.5M
MIM
988
Morningstar Investment Management
Illinois
$53.4M
LSA
989
Leonteq Securities AG
Switzerland
$53.4M
TAIM
990
Te Ahumairangi Investment Management
New Zealand
$53.4M
SAM
991
Synergy Asset Management
Washington
$53.2M
TBA
992
Tower Bridge Advisors
Pennsylvania
$53.2M
BCAM
993
Boston Common Asset Management
Massachusetts
$53.1M
OCM
994
One Capital Management
California
$53.1M
BFIM
995
Beese Fulmer Investment Management
Ohio
$53.1M
CDDEC
996
Caisse Des Depots Et Consignations
France
$53.1M
QOP
997
Quinn Opportunity Partners
Virginia
$53M
FFWA
998
FRG Family Wealth Advisors
Washington
$52.8M
BFS
999
Baskin Financial Services
Ontario, Canada
$52.8M
ATI
1000
Act Two Investors
California
$52.8M