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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
MCM
1951
Mattern Capital Management
Colorado
$15.3M
AWM
1952
Accurate Wealth Management
Florida
$15.3M
AIM
1953
Acropolis Investment Management
Missouri
$15.3M
WCM
1954
Whitener Capital Management
North Carolina
$15.3M
ACM
1955
Allred Capital Management
Texas
$15.3M
AI
1956
Accredited Investors
Minnesota
$15.3M
JPMIA
1957
J.P. Marvel Investment Advisors
Massachusetts
$15.3M
CWP
1958
Concord Wealth Partners
Virginia
$15.3M
TE
1959
Tema ETFs
New York
$15.2M
FCA
1960
Fortis Capital Advisors
Kansas
$15.2M
HCM
1961
Hall Capital Management
Rhode Island
$15.2M
MBT
1962
Montecito Bank & Trust
California
$15.2M
LAM
1963
L2 Asset Management
Massachusetts
$15.2M
GWANC
1964
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.2M
RB
1965
Rodgers Brothers
Pennsylvania
$15.1M
CL
1966
CVFG LLC
Indiana
$15.1M
WAG
1967
Winthrop Advisory Group
Massachusetts
$15.1M
FFM
1968
Fullerton Fund Management
Singapore
$15.1M
KFA
1969
Kelleher Financial Advisors
New York
$15.1M
RMSCM
1970
R.M. Sincerbeaux Capital Management
New York
$15.1M
OL
1971
one8zero8 LLC
North Carolina
$15.1M
DWM
1972
Dynasty Wealth Management
Florida
$15.1M
MAM
1973
Morse Asset Management
Connecticut
$15.1M
NL
1974
NVWM LLC
Pennsylvania
$15.1M
BPC
1975
Bearing Point Capital
Minnesota
$15.1M