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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
TBT
2051
Texas Bank & Trust
Texas
$14M
MCCP
2052
Mission Creek Capital Partners
California
$14M
PCMK
2053
Paragon Capital Management (Kansas)
Kansas
$14M
JAM
2054
JCIC Asset Management
Ontario, Canada
$14M
WPI
2055
Walter Public Investments
Canada
$13.9M
IAM
2056
Infusive Asset Management
New York
$13.9M
AWA
2057
Acumen Wealth Advisors
Tennessee
$13.9M
OA
2058
Oasis Advisors
Iowa
$13.9M
IIA
2059
IPG Investment Advisors
California
$13.9M
AFGAS
2060
Allegiance Financial Group Advisory Services
Virginia
$13.8M
PPWM
2061
Paragon Private Wealth Management
Kentucky
$13.8M
KA
2062
Klingman & Associates
New York
$13.8M
JSAM
2063
J. Safra Asset Management
New York
$13.8M
MW
2064
Marble Wealth
Alabama
$13.8M
EP
2065
Edgestream Partners
New Jersey
$13.7M
FIM
2066
FWL Investment Management
Texas
$13.7M
ICP
2067
Impact Capital Partners
Colorado
$13.7M
CF
2068
Convergence Financial
Missouri
$13.7M
LKIM
2069
Lawson Kroeker Investment Management
Nebraska
$13.7M
CPA
2070
Capital Performance Advisors
California
$13.7M
BFA
2071
Benedict Financial Advisors
Georgia
$13.7M
BRM
2072
Boston Research & Management
Massachusetts
$13.6M
LA
2073
LVW Advisors
New York
$13.6M
LI
2074
Lafayette Investments
Maryland
$13.6M
RCM
2075
Ravenstone Capital Management
$13.6M