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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
CFM
2201
Capricorn Fund Managers
United Kingdom
$12M
OPTFSNA
2202
Old Point Trust & Financial Services N A
Virginia
$11.9M
BPWM
2203
BCS Private Wealth Management
New Jersey
$11.9M
CB
2204
CNB Bank
Pennsylvania
$11.9M
GMFG
2205
Greater Midwest Financial Group
Minnesota
$11.9M
FWM
2206
Finer Wealth Management
Massachusetts
$11.9M
CCA
2207
Childress Capital Advisors
Texas
$11.9M
SPI
2208
Strategic Planning Inc
Ohio
$11.9M
GWM
2209
Glass Wealth Management
Texas
$11.9M
AFT
2210
Alpha Family Trust
California
$11.9M
RFN
2211
RDA Financial Network
Iowa
$11.9M
DCM
2212
Dudley Capital Management
Virginia
$11.9M
ACG
2213
Allen Capital Group
Nebraska
$11.8M
GCM
2214
GKV Capital Management
California
$11.8M
RRA
2215
Round Rock Advisors
Connecticut
$11.8M
ADL
2216
Asset Dedication LLC
California
$11.8M
BIG
2217
Brookwood Investment Group
Arizona
$11.8M
LC
2218
Lakehouse Capital
Australia
$11.8M
FAL
2219
Focused Alpha LLC
Colorado
$11.7M
CWM
2220
Chronos Wealth Management
Florida
$11.7M
CA
2221
CGN Advisors
Kansas
$11.7M
TPWA
2222
TRUE Private Wealth Advisors
Oregon
$11.7M
RMP
2223
Richards, Merrill & Peterson
Washington
$11.7M
BCM
2224
Birch Capital Management
Texas
$11.7M
KA
2225
KLCM Advisors
Wisconsin
$11.7M