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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
AWA
1251
Aaron Wealth Advisors
Illinois
$34.5M
HW
1252
HORAN Wealth
Ohio
$34.4M
PCM
1253
Palisade Capital Management
New Jersey
$34.3M
LWM
1254
Lyell Wealth Management
California
$34.2M
BCM
1255
Bridgeway Capital Management
Texas
$34.1M
LDB
1256
Lee, Danner & Bass
Tennessee
$34M
ST
1257
Smithfield Trust
Pennsylvania
$34M
MWM
1258
Moran Wealth Management
Florida
$33.9M
PAS
1259
Professional Advisory Services
Florida
$33.9M
VCA
1260
Verdence Capital Advisors
Maryland
$33.8M
FNT
1261
First Nebraska Trust
Nebraska
$33.6M
RI
1262
RWWM Inc
California
$33.6M
AC
1263
AlphaCore Capital
California
$33.5M
BAM
1264
BOCHK Asset Management
Hong Kong
$33.4M
WC
1265
Westerkirk Capital
$33.4M
CAM
1266
Columbia Asset Management
Michigan
$33.4M
FG
1267
Fiduciary Group
Georgia
$33.4M
NRG
1268
Nemes Rush Group
Michigan
$33.3M
RG
1269
Renaissance Group
Kentucky
$33.3M
SAM
1270
SP Asset Management
California
$33.3M
AL
1271
Appaloosa LP
New Jersey
$33.3M
PA
1272
Proem Advisors
Texas
$33.3M
PCM
1273
Philosophy Capital Management
California
$33.3M
MG
1274
Mather Group
Illinois
$33.3M
HR
1275
Howe & Rusling
New York
$33.3M