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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
DIM
1626
Delta Investment Management
California
$21.2M
DAM
1627
Deltec Asset Management
New York
$21.2M
CT
1628
Chicago Trust
Illinois
$21.2M
BEAM
1629
Baker Ellis Asset Management
Washington
$21.2M
T2I
1630
Turim 21 Investimentos
Brazil
$21.2M
SIC
1631
SFE Investment Counsel
California
$21.2M
MC
1632
Middleton & Co
Massachusetts
$21.2M
MWA
1633
Meridian Wealth Advisors
Texas
$21.1M
NS
1634
NBC Securities
Alabama
$21.1M
SWA
1635
Stratos Wealth Advisors
Ohio
$21M
TFA
1636
Toth Financial Advisory
Virginia
$21M
PCMC
1637
Paragon Capital Management (Colorado)
Colorado
$21M
GLR
1638
Great Lakes Retirement
Ohio
$21M
BWP
1639
Balboa Wealth Partners
Arizona
$21M
EAM
1640
EULAV Asset Management
Florida
$20.9M
GWM
1641
Greenwich Wealth Management
Connecticut
$20.9M
AMCA
1642
Arthur M. Cohen & Associates
Illinois
$20.8M
FNB
1643
Farmers National Bank
Kentucky
$20.8M
MHS
1644
M Holdings Securities
Oregon
$20.8M
XF
1645
XML Financial
Maryland
$20.8M
JA
1646
JLB & Associates
Michigan
$20.8M
CAG
1647
Csenge Advisory Group
Florida
$20.7M
DCPAL
1648
Div Capital Phoenix Assets Ltd
$20.7M
C
1649
Certuity
Florida
$20.7M
GU
1650
Georgetown University
District of Columbia
$20.7M