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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
BTD
2176
BankPlus Trust Department
Mississippi
$12.3M
DA
2177
DCM Advisors
New York
$12.3M
OCM
2178
Once Capital Management
New York
$12.3M
TCM
2179
Telos Capital Management
California
$12.3M
EIM
2180
Ervin Investment Management
Washington
$12.3M
AAM
2181
AR Asset Management
California
$12.3M
RMAM
2182
Raab & Moskowitz Asset Management
New Jersey
$12.2M
FIC
2183
FCG Investment Company
Tennessee
$12.2M
BIM
2184
Baldwin Investment Management
Pennsylvania
$12.2M
MCM
2185
Monimus Capital Management
New Jersey
$12.2M
MC
2186
Muhlenkamp & Co
Pennsylvania
$12.2M
RFA
2187
Resurgent Financial Advisors
Georgia
$12.2M
BIG
2188
Builder Investment Group
Georgia
$12.2M
RBFC
2189
Roman Butler Fullerton & Co
Missouri
$12.1M
CA
2190
CoreCap Advisors
Michigan
$12.1M
PCP
2191
Proficio Capital Partners
Massachusetts
$12.1M
HCA
2192
Harbour Capital Advisors
Virginia
$12.1M
SDH
2193
Sloy Dahl & Holst
Washington
$12.1M
JFA
2194
JNBA Financial Advisors
Minnesota
$12.1M
BCFD
2195
Boit C.F. David
$12.1M
LA
2196
Legacy Advisors
Pennsylvania
$12M
VCP
2197
Vista Capital Partners
Oregon
$12M
FCMT
2198
Founders Capital Management (Texas)
Texas
$12M
KAM
2199
Knightsbridge Asset Management
California
$12M
BWM
2200
BNC Wealth Management
Oregon
$12M