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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
BIM
2101
Brentview Investment Management
Illinois
$13.3M
LWP
2102
LMG Wealth Partners
Louisiana
$13.3M
AWM
2103
Aries Wealth Management
Maine
$13.3M
KNW
2104
Kesler Norman & Wride
Utah
$13.3M
AF
2105
Arrow Financial
New York
$13.2M
BHBT
2106
Burke & Herbert Bank & Trust
Virginia
$13.2M
TWM
2107
TLW Wealth Management
Florida
$13.2M
TWP
2108
Triad Wealth Partners
Kansas
$13.2M
ZIG
2109
Zullo Investment Group
Pennsylvania
$13.2M
HVP
2110
Hudson Value Partners
Florida
$13.1M
OL
2111
Optas LLC
Texas
$13.1M
CICC
2112
Capital Investment Counsel (Colorado)
Colorado
$13.1M
CCFM
2113
Clear Creek Financial Management
Washington
$13.1M
MCP
2114
Mirador Capital Partners
California
$13M
DIM
2115
DLK Investment Management
California
$13M
LFA
2116
Legacy Financial Advisors
Kentucky
$13M
COI
2117
Connable Office Inc
Michigan
$13M
RFP
2118
Root Financial Partners
California
$13M
SWK
2119
Stephen W. Kidder
$13M
TI
2120
Think Investments
California
$13M
OIS
2121
Okabena Investment Services
Minnesota
$12.9M
LSWM
2122
Lorne Steinberg Wealth Management
Canada
$12.9M
DA
2123
Dover Advisors
Virginia
$12.9M
GBT
2124
Grove Bank & Trust
Florida
$12.9M
SAA
2125
Southeast Asset Advisors
Georgia
$12.9M