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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
TCCM
2001
Timber Creek Capital Management
Massachusetts
$14.8M
BFG
2002
Berger Financial Group
Minnesota
$14.8M
DTC
2003
Davidson Trust Company
Washington
$14.8M
MA
2004
MYDA Advisors
New York
$14.8M
BAM
2005
Brave Asset Management
New Jersey
$14.8M
KP
2006
Keel Point
Alabama
$14.8M
BA
2007
Baugh & Associates
Georgia
$14.7M
CAM
2008
Costello Asset Management
Pennsylvania
$14.7M
HBT
2009
Heartland Bank & Trust
Illinois
$14.7M
ATS
2010
Ashton Thomas Securities
New York
$14.7M
AF
2011
Apollon Financial
South Carolina
$14.6M
SIG
2012
Spinnaker Investment Group
California
$14.6M
ACM
2013
Adalta Capital Management
New York
$14.6M
KFBMI
2014
Kentucky Farm Bureau Mutual Insurance
Kentucky
$14.6M
HDA
2015
Harold Davidson & Associates
California
$14.6M
HIP
2016
Harrell Investment Partners
Texas
$14.5M
WA
2017
Wealth Alliance
New York
$14.5M
WAS
2018
WESPAC Advisors SoCal
California
$14.5M
MCM
2019
Manchester Capital Management
Vermont
$14.4M
OFG
2020
Oxford Financial Group
Indiana
$14.4M
NAM
2021
Nutshell Asset Management
United Kingdom
$14.4M
VI
2022
VectorGlobal IAG
Florida
$14.4M
TSM
2023
Two Star Manager
Florida
$14.4M
KI
2024
Kapitalo Investimentos
Brazil
$14.3M
GAM
2025
Grandview Asset Management
Pennsylvania
$14.3M