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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
AWM
1576
Avior Wealth Management
Nebraska
$23M
HCM
1577
Horiko Capital Management
New York
$22.9M
SWM
1578
Stockman Wealth Management
Montana
$22.9M
MCM
1579
McRae Capital Management
New Jersey
$22.9M
AMM
1580
American Money Management
California
$22.9M
DR
1581
Davis Rea
Ontario, Canada
$22.8M
OA
1582
Oxbow Advisors
Texas
$22.8M
IIM
1583
Ipswich Investment Management
Massachusetts
$22.8M
WF
1584
WoodTrust Financial
Wisconsin
$22.8M
SSW
1585
Stone Summit Wealth
Florida
$22.8M
TCBWMS
1586
Texas Capital Bank Wealth Management Services
Texas
$22.7M
WETS
1587
Wealth Enhancement Trust Services
South Dakota
$22.6M
GWP
1588
Gateway Wealth Partners
Wisconsin
$22.5M
SWA
1589
SFMG Wealth Advisors
Texas
$22.5M
CFG
1590
Cooper Financial Group
California
$22.4M
BZWA
1591
Blue Zone Wealth Advisors
California
$22.3M
RIA
1592
Regal Investment Advisors
Michigan
$22.3M
FAM
1593
Formidable Asset Management
Ohio
$22.3M
SIG
1594
Sargent Investment Group
Maryland
$22.2M
CSUI
1595
Cincinnati Specialty Underwriters Insurance
Ohio
$22.2M
CT
1596
Clearstead Trust
Maine
$22.2M
LTI
1597
Laffer Tengler Investments
Tennessee
$22.2M
KC
1598
Knuff & Co
California
$22.2M
GFP
1599
Gryphon Financial Partners
Ohio
$22.1M
OAM
1600
Occidental Asset Management
California
$22.1M