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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
WTA
1726
Washington Trust Advisors
Massachusetts
$19M
GM
1727
GeoWealth Management
Illinois
$19M
SGI
1728
Summit Global Investments
Utah
$19M
MWM
1729
Mattern Wealth Management
Kansas
$18.9M
HI
1730
Humankind Investments
New York
$18.9M
AWMS
1731
Advocacy Wealth Management Services
Georgia
$18.9M
MSFP
1732
Mark Sheptoff Financial Planning
Connecticut
$18.9M
CFP
1733
Catalyst Financial Partners
Massachusetts
$18.8M
MAM
1734
Mystic Asset Management
Rhode Island
$18.8M
WI
1735
Whitebark Investors
Nevada
$18.8M
SIC
1736
Sigma Investment Counselors
Michigan
$18.8M
BCM
1737
Bourgeon Capital Management
Connecticut
$18.8M
CCM
1738
Condor Capital Management
New Jersey
$18.8M
KFGK
1739
Keystone Financial Group (Kentucky)
Kentucky
$18.7M
ERIC
1740
Eagle Rock Investment Company
Georgia
$18.7M
ERWM
1741
Elk River Wealth Management
Colorado
$18.7M
HCM
1742
Huber Capital Management
California
$18.7M
CWP
1743
CFM Wealth Partners
Texas
$18.7M
NG
1744
NatWest Group
United Kingdom
$18.7M
CWM
1745
Connecticut Wealth Management
Connecticut
$18.7M
HFS
1746
Haverford Financial Services
Pennsylvania
$18.7M
LC
1747
LRZ Capital
Florida
$18.7M
RBA
1748
Richard Bernstein Advisors
New York
$18.7M
AC
1749
Arjuna Capital
North Carolina
$18.6M
SCA
1750
St. Clair Advisors
Ohio
$18.6M