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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
SACTSONJ
1751
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$18.6M
NA
1752
Nordwand Advisors
Pennsylvania
$18.6M
SFG
1753
SageGuard Financial Group
Tennessee
$18.6M
SNB
1754
Security National Bank
Nebraska
$18.6M
RCP
1755
Rothschild Capital Partners
New York
$18.6M
CCM
1756
Campbell Capital Management
Florida
$18.5M
GEM
1757
Global Endowment Management
North Carolina
$18.5M
CCT
1758
Chemung Canal Trust
New York
$18.5M
RC
1759
RBF Capital
California
$18.5M
FWTB
1760
First Western Trust Bank
Colorado
$18.5M
FCM
1761
Fogel Capital Management
Florida
$18.4M
CCMINC
1762
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.3M
LIM
1763
Lathrop Investment Management
Arkansas
$18.3M
RWM
1764
RKL Wealth Management
Pennsylvania
$18.3M
CNB
1765
Camden National Bank
Maine
$18.3M
BWM
1766
Bulltick Wealth Management
Florida
$18.3M
ANHIM
1767
Alan N. Hoffman Investment Management
Massachusetts
$18.2M
BWAM
1768
Boyd Watterson Asset Management
Ohio
$18.2M
AWP
1769
Ascent Wealth Partners
New York
$18.2M
MWA
1770
Miller Wealth Advisors
Colorado
$18.2M
FWP
1771
FAS Wealth Partners
Kansas
$18.2M
TYCC
1772
Texas Yale Capital Corp
Florida
$18.2M
BHPW
1773
Beverly Hills Private Wealth
California
$18.1M
IFWM
1774
Institute for Wealth Management
Colorado
$18.1M
DDPIC
1775
Deroy & Devereaux Private Investment Counsel
Michigan
$18.1M