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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
HH
1926
Hilltop Holdings
Texas
$15.7M
SGA
1927
Strategic Global Advisors
California
$15.7M
AL
1928
Aspiriant LLC
California
$15.7M
CPL
1929
Capital & Planning LLC
Georgia
$15.7M
CIAS
1930
Capital Investment Advisory Services
North Carolina
$15.6M
PWG
1931
Portside Wealth Group
Utah
$15.6M
JHCP
1932
Jackson Hole Capital Partners
Oklahoma
$15.6M
UB
1933
Umpqua Bank
Oregon
$15.6M
SIA
1934
SeaBridge Investment Advisors
New Jersey
$15.6M
VF
1935
Virtu Financial
New York
$15.6M
AIIMS
1936
Analyst IMS Investment Management Services
Israel
$15.5M
LPCM
1937
Lynwood Price Capital Management
Texas
$15.5M
FIB
1938
First Interstate Bank
Montana
$15.5M
CG
1939
CFO4Life Group
Texas
$15.5M
NFSG
1940
Newbridge Financial Services Group
Florida
$15.5M
SAS
1941
Stelac Advisory Services
New York
$15.5M
TWM
1942
Tradition Wealth Management
Minnesota
$15.5M
LWL
1943
Leo Wealth LLC
Texas
$15.5M
KCPG
1944
Kavar Capital Partners Group
Kansas
$15.5M
DWP
1945
Destiny Wealth Partners
Florida
$15.4M
IPGDR
1946
Investidor Profissional Gestao de Recursos
Brazil
$15.4M
SIA
1947
Strategic Investment Advisors
Michigan
$15.3M
BAM
1948
Boyar Asset Management
New York
$15.3M
SL
1949
Siren LLC
Connecticut
$15.3M
TFP
1950
TrueWealth Financial Partners
Washington
$15.3M