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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
JIR
1476
James Investment Research
Ohio
$26M
GIP
1477
Greatmark Investment Partners
Georgia
$25.9M
MMG
1478
Monetary Management Group
Missouri
$25.9M
PTB
1479
Pioneer Trust Bank
Oregon
$25.9M
HCM
1480
Hutchinson Capital Management
California
$25.9M
BWM
1481
Buckley Wealth Management
Nevada
$25.8M
DAC
1482
Dividend Assets Capital
South Carolina
$25.8M
WSC
1483
Wellington Shields & Co
New York
$25.8M
DA
1484
Denali Advisors
California
$25.8M
CC
1485
Constitution Capital
Connecticut
$25.8M
NCM
1486
Nelson Capital Management
California
$25.8M
LWANC
1487
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.8M
SW
1488
Solidarity Wealth
Utah
$25.8M
PMWMG
1489
Parr McKnight Wealth Management Group
Minnesota
$25.7M
MCM
1490
Mitchell Capital Management
Kansas
$25.6M
IHG
1491
Insight Holdings Group
New York
$25.6M
TGCMU
1492
Titan Global Capital Management USA
New York
$25.6M
EAM
1493
EdenTree Asset Management
United Kingdom
$25.6M
HTIM
1494
Harbour Trust & Investment Management
Indiana
$25.6M
TVPW
1495
Third View Private Wealth
Connecticut
$25.5M
IAN
1496
Integrated Advisors Network
Texas
$25.5M
MTIC
1497
Missouri Trust & Investment Company
Missouri
$25.5M
FFBTD
1498
First Financial Bank - Trust Division
Ohio
$25.5M
UBV
1499
United Bank (Virginia)
Virginia
$25.4M
SA
1500
Strategic Advisors
New York
$25.3M