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6,184 hedge funds and large institutions have $2T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 3,234 increasing their positions, 2,405 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $102B | Put options by funds: $44.7B

34% more repeat investments, than reductions

Existing positions increased: 3,234 | Existing positions reduced: 2,405

5% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 216

2% less funds holding

Funds holding: 6,2926,184 (-108)

1.97% less ownership

Funds ownership: 74.44%72.47% (-2%)

17% less funds holding in top 10

Funds holding in top 10: 3,0992,582 (-517)

25% less capital invested

Capital invested by funds: $2.67T → $2T (-$673B)

Holders
6,184
Holders Change
-108
Holders Change %
-1.72%
% of All Funds
76.05%
Holding in Top 10
2,582
Holding in Top 10 Change
-517
Holding in Top 10 Change %
-16.68%
% of All Funds
31.76%
New
227
Increased
3,234
Reduced
2,405
Closed
216
Calls
$102B
Puts
$44.7B
Net Calls
+$57.7B
Net Calls Change
+$50.9B
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220B -$3.59B -8,568,924 -1%
VCM
2
Vanguard Capital Management
Pennsylvania
$179B +$202B +482,558,086 New
State Street
3
State Street
Massachusetts
$114B +$233M +557,681 +0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.4B -$4.49B -10,737,378 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$69.6B +$2.46B +5,883,518 +3%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$62B +$70.1B +167,490,848 New
Morgan Stanley
7
Morgan Stanley
New York
$46.2B +$1.53B +3,660,727 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$45.6B -$8.63B -20,630,851 -14%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$43.4B -$3.54B -8,466,187 -7%
Invesco
10
Invesco
Georgia
$36.6B -$2.92B -6,970,599 -7%
Capital Research Global Investors
11
Capital Research Global Investors
California
$35.6B +$9.53B +22,768,626 +31%
Northern Trust
12
Northern Trust
Illinois
$29.5B -$34.7M -82,975 -0.1%
Bank of America
13
Bank of America
North Carolina
$26.2B -$986M -2,355,912 -3%
UBS AM
14
UBS AM
Illinois
$23.6B +$1.53B +3,659,325 +6%
Capital World Investors
15
Capital World Investors
California
$22.8B -$1.14B -2,731,828 -4%
Goldman Sachs
16
Goldman Sachs
New York
$22.7B +$4.11B +9,817,298 +19%
Capital International Investors
17
Capital International Investors
California
$20.3B -$11.2B -26,747,859 -33%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$19.5B +$1.6B +3,832,724 +8%
Charles Schwab
19
Charles Schwab
California
$19.4B +$664M +1,587,748 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.1B -$1.16B -2,781,219 -5%
Legal & General Group
21
Legal & General Group
United Kingdom
$18.6B -$347M -829,309 -2%
N
22
Nuveen
North Carolina
$16.3B -$1.69B -4,038,876 -8%
VFT
23
Vanguard Fiduciary Trust
Pennsylvania
$15.8B +$17.8B +42,631,844 New
Amundi
24
Amundi
France
$15.4B +$4.11B +9,814,598 +31%
AllianceBernstein
25
AllianceBernstein
Tennessee
$15.4B -$1.79B -4,285,375 -12%

MSFT Hedge Fund Activity: Q1 2026 in Review

6,184 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2026, worth a combined $2T — down 25% from $2.67T a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new MSFT positions and 216 closed out — a net gain of 11 holders — while 3,234 added to existing stakes and 2,405 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $9.53B. The largest seller was Capital International Investors, cutting an estimated $11.2B.

  • 6,184 institutional investors held Microsoft (MSFT) as of Q1 2026, down from 6,292 in Q4 2025.
  • Funds reported $2T of Microsoft stock for Q1 2026, down 25% quarter-over-quarter.
  • 227 funds opened new Microsoft positions in Q1 2026 and 216 closed out, a net change of +11 holders.
  • The largest Microsoft buyer in Q1 2026 was Capital Research Global Investors, an estimated $9.53B added.
  • The largest Microsoft seller in Q1 2026 was Capital International Investors, an estimated $11.2B sold.

Based on aggregated 13F filings for Q1 2026.