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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
ZAM
1426
Zevin Asset Management
Massachusetts
$27.2M
CF
1427
Centaurus Financial
California
$27.1M
GIA
1428
GHP Investment Advisors
Colorado
$27.1M
ECM
1429
ExodusPoint Capital Management
New York
$27.1M
BWL
1430
Bogart Wealth LLC
Virginia
$27.1M
PA
1431
PFG Advisors
Arizona
$27.1M
CCM
1432
Cohen Capital Management
California
$27M
CFSG
1433
Community Financial Services Group
Vermont
$27M
CWA
1434
Canvas Wealth Advisors
Kansas
$27M
CIM
1435
Coleford Investment Management
Canada
$26.9M
IWA
1436
IBEX Wealth Advisors
New Jersey
$26.8M
TCA
1437
Trifecta Capital Advisors
Illinois
$26.8M
FNA
1438
First National Advisers
Nebraska
$26.7M
VC
1439
Vicus Capital
Pennsylvania
$26.7M
GA
1440
GFS Advisors
Texas
$26.7M
SSA
1441
South Street Advisors
New York
$26.7M
SWM
1442
Segment Wealth Management
Texas
$26.7M
PTC
1443
Private Trust Company
Ohio
$26.6M
CHAM
1444
Clear Harbor Asset Management
Connecticut
$26.6M
GP
1445
Guardian Partners
Canada
$26.6M
BLAM
1446
Bourne Lent Asset Management
New York
$26.6M
MBTD
1447
Mechanics Bank - Trust Department
California
$26.6M
GGS
1448
Galvin Gaustad & Stein
Arizona
$26.6M
LPT
1449
Legacy Private Trust
Wisconsin
$26.5M
BWP
1450
Burling Wealth Partners
Illinois
$26.5M