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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
PBC
1651
Pavion Blue Capital
California
$20.7M
MC
1652
Miramar Capital
Illinois
$20.6M
MCM
1653
Makena Capital Management
California
$20.6M
BCB
1654
Brian C. Broderick
$20.6M
QFA
1655
Quattro Financial Advisors
Texas
$20.6M
SWM
1656
Sendero Wealth Management
Texas
$20.6M
PRRFG
1657
Paul R. Ried Financial Group
Washington
$20.6M
HPIA
1658
Hamilton Point Investment Advisors
North Carolina
$20.5M
AIM
1659
Arcadia Investment Management
Michigan
$20.5M
AWM
1660
Aprio Wealth Management
Georgia
$20.5M
HCA
1661
Harbor Capital Advisors
Illinois
$20.5M
SFG
1662
SevenBridge Financial Group
Pennsylvania
$20.5M
PPWP
1663
Premier Path Wealth Partners
New Jersey
$20.5M
YDMI
1664
Y.D. More Investments
Israel
$20.5M
GEA
1665
Glen Eagle Advisors
New Jersey
$20.5M
FM
1666
Family Management
New York
$20.4M
PT
1667
Plimoth Trust
Massachusetts
$20.4M
RPGK
1668
Retirement Planning Group (Kansas)
Kansas
$20.4M
JCM
1669
Junto Capital Management
New York
$20.4M
WBC
1670
West Branch Capital
Massachusetts
$20.3M
SAM
1671
Sompo Asset Management
Japan
$20.3M
SAM
1672
Strategy Asset Managers
California
$20.2M
PP
1673
PDS Planning
Ohio
$20.2M
BSC
1674
Brown Shipley & Co
United Kingdom
$20.2M
NAM
1675
NTV Asset Management
West Virginia
$20.1M