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Microsoft

6,169 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, 3,231 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: 73.62%71.7% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0962,577 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$665B)

Holders
6,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,577
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
HCM
2451
Hengehold Capital Management
Ohio
$9.63M
BCM
2452
Beck Capital Management
Texas
$9.63M
TIA
2453
Tiemann Investment Advisors
California
$9.62M
EFG
2454
Ethos Financial Group
Pennsylvania
$9.62M
JWA
2455
JFS Wealth Advisors
Pennsylvania
$9.6M
BA
2456
Ballast Advisors
Minnesota
$9.6M
MW
2457
Maia Wealth
Colorado
$9.57M
WPIC
2458
White Pine Investment Company
Michigan
$9.57M
FCAS
2459
First Command Advisory Services
Texas
$9.57M
UOWF
2460
University of Wisconsin Foundation
Wisconsin
$9.57M
S
2461
SimplyRich
California
$9.56M
TCOO
2462
Trust Company of Oklahoma
Oklahoma
$9.55M
HIM
2463
Herald Investment Management
United Kingdom
$9.55M
CCM
2464
Consolidated Capital Management
California
$9.55M
GBWM
2465
Granite Bay Wealth Management
New Hampshire
$9.54M
DWM
2466
Ducere Wealth Management
California
$9.53M
LF
2467
Lantz Financial
Illinois
$9.53M
VRM
2468
Vectors Research Management
New York
$9.52M
FFG
2469
Frisch Financial Group
New York
$9.52M
HFS
2470
Howard Financial Services
Texas
$9.52M
FPTW
2471
Franklin, Parlapiano, Turner & Welch
Texas
$9.52M
CWS
2472
Cypress Wealth Services
California
$9.51M
DJYG
2473
David J. Yvars Group
Florida
$9.5M
MSS
2474
Mitchell Sinkler & Starr
Pennsylvania
$9.5M
LWP
2475
LFG Wealth Partners
Kentucky
$9.49M