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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
CB
1601
Community Bank
New York
$22M
BP
1602
Broadleaf Partners
Ohio
$22M
MNBTD
1603
Moody National Bank Trust Division
Texas
$22M
PAM
1604
Peak Asset Management
Colorado
$21.9M
BL
1605
BFSG LLC
California
$21.9M
KIM
1606
Kestra Investment Management
Texas
$21.9M
CCM
1607
Canal Capital Management
Virginia
$21.8M
SAM
1608
Smithbridge Asset Management
Pennsylvania
$21.8M
VA
1609
Valmark Advisers
Ohio
$21.8M
HKIM
1610
Hayek Kallen Investment Management
Alabama
$21.8M
BP
1611
BBR Partners
New York
$21.8M
HAG
1612
HighPoint Advisor Group
Illinois
$21.5M
EFA
1613
Evernest Financial Advisors
Indiana
$21.4M
FMTC
1614
Farmers & Merchants Trust Company
California
$21.4M
JCM
1615
Jacobi Capital Management
Pennsylvania
$21.4M
CVM
1616
Cheviot Value Management
California
$21.4M
RWM
1617
Rockline Wealth Management
New York
$21.3M
AAM
1618
Augustine Asset Management
Florida
$21.3M
NHT
1619
New Hampshire Trust
New Hampshire
$21.3M
CIC
1620
Canal Insurance Company
South Carolina
$21.3M
FTC
1621
Farmers Trust Company
Ohio
$21.3M
UI
1622
Untitled Investments
New York
$21.3M
CPW
1623
Cove Private Wealth
New York
$21.3M
SSA
1624
Schonfeld Strategic Advisors
New York
$21.3M
EFG
1625
Embree Financial Group
Illinois
$21.2M