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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
TNA
2026
True North Advisors
Texas
$14.3M
JWM
2027
Jupiter Wealth Management
Colorado
$14.3M
MA
2028
MSA Advisors
California
$14.3M
MCM
2029
Morton Capital Management
California
$14.3M
KFS
2030
Kurt F. Somerville
$14.3M
CCAM
2031
Codex Capital Asset Management
Texas
$14.3M
WFG
2032
Wills Financial Group
Virginia
$14.3M
SFP
2033
Sandbox Financial Partners
Maryland
$14.3M
CCPM
2034
Cooper Creek Partners Management
New York
$14.3M
DE
2035
Diversified Enterprises
Delaware
$14.3M
FFS
2036
Fischer Financial Services
Pennsylvania
$14.3M
BI
2037
Bradyco Inc
Massachusetts
$14.3M
HIC
2038
Harbor Island Capital
Massachusetts
$14.3M
BE
2039
Bonness Enterprises
District of Columbia
$14.2M
UAG
2040
United Advisor Group
Ohio
$14.2M
WFA
2041
Wellspring Financial Advisors
Ohio
$14.2M
1M
2042
1248 Management
Missouri
$14.2M
STAS
2043
Strong Tower Advisory Services
Minnesota
$14.2M
IPW
2044
Inlet Private Wealth
Florida
$14.2M
QC
2045
Quent Capital
New York
$14.2M
SCA
2046
Sage Capital Advisors
South Dakota
$14.1M
MGWM
2047
Marks Group Wealth Management
Minnesota
$14.1M
MJP
2048
Michael J. Puzo
$14.1M
RBC
2049
Romano Brothers & Co
Illinois
$14.1M
WP
2050
Westmount Partners
California
$14.1M