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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
JSA
1901
Jacobson & Schmitt Advisors
Wisconsin
$16M
1C
1902
111 Capital
France
$16M
MMPW
1903
Mitchell McLeod Pugh & Williams
Alabama
$15.9M
CAC
1904
Core Alternative Capital
Georgia
$15.9M
PAIM
1905
Punch & Associates Investment Management
Minnesota
$15.9M
AO
1906
Advisor OS
Illinois
$15.9M
HC
1907
Hendley & Co
Ohio
$15.9M
SCP
1908
Stamos Capital Partners
California
$15.9M
LHC
1909
Little House Capital
Massachusetts
$15.8M
PG
1910
Patten Group
Tennessee
$15.8M
AR
1911
Advisory Research
Illinois
$15.8M
LSPW
1912
Lake Street Private Wealth
Illinois
$15.8M
LCC
1913
Lincoln Capital Corp
Rhode Island
$15.8M
DSC
1914
Duncker Streett & Co
Missouri
$15.8M
WC
1915
Waterloo Capital
Texas
$15.8M
QPW
1916
Quantum Private Wealth
Florida
$15.8M
LC
1917
Lincoln Capital
Nebraska
$15.8M
PTP
1918
Platform Technology Partners
New York
$15.8M
BMWM
1919
Brown Miller Wealth Management
Virginia
$15.8M
HL
1920
HeadInvest LLC
Maine
$15.8M
LOPW
1921
Live Oak Private Wealth
North Carolina
$15.7M
SSWM
1922
Strait & Sound Wealth Management
California
$15.7M
RFM
1923
Royal Fund Management
Florida
$15.7M
CFS
1924
CRA Financial Services
New Jersey
$15.7M
PFS
1925
Physicians Financial Services
North Carolina
$15.7M