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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
SC
1976
Scholtz & Company
Connecticut
$15.1M
WA
1977
WBH Advisory
Maryland
$15M
HP
1978
Holowesko Partners
Bahamas
$15M
VNA
1979
Valley National Advisers
Pennsylvania
$15M
COLIM
1980
City of London Investment Management
United Kingdom
$15M
TL
1981
Tradewinds LLC
North Carolina
$15M
SQA
1982
Simon Quick Advisors
New Jersey
$15M
4WM
1983
44 Wealth Management
Oregon
$15M
RGC
1984
Roberts, Glore & Co
Illinois
$15M
CFA
1985
Churchill Financial Advisors
Kentucky
$14.9M
SFP
1986
Shepherd Financial Partners
Massachusetts
$14.9M
IGM
1987
Incline Global Management
New York
$14.9M
IA
1988
Intellus Advisors
Florida
$14.9M
GCM
1989
Gibraltar Capital Management
Oklahoma
$14.9M
GWMIA
1990
Global Wealth Management Investment Advisory
Florida
$14.9M
SC
1991
Searle & Co
Connecticut
$14.9M
WAS
1992
Winch Advisory Services
Wisconsin
$14.9M
EPAM
1993
Evelyn Partners Asset Management
$14.9M
ISB
1994
Iowa State Bank
Iowa
$14.9M
TC
1995
TFR Capital
Texas
$14.9M
MCG
1996
McCollum Christoferson Group
New York
$14.9M
BFA
1997
Bill Few Associates
Pennsylvania
$14.9M
BFW
1998
Brady Family Wealth
Missouri
$14.9M
WCA
1999
Westover Capital Advisors
Delaware
$14.9M
MCWS
2000
McKinley Carter Wealth Services
West Virginia
$14.9M