We are live on ! Find out more
MSFT icon

Microsoft

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
YAM
376
Yacktman Asset Management
Texas
$368M +$12.2M +29,091 +3%
AACR
377
ACR Alpine Capital Research
Missouri
$363M +$120M +286,267 +41%
WT
378
Whittier Trust
California
$363M -$6.54M -15,628 -2%
AIM
379
Alphinity Investment Management
Australia
$363M -$196M -469,245 -32%
SA
380
Sanctuary Advisors
Indiana
$363M +$1.34M +3,211 +0.3%
WJWM
381
Williams Jones Wealth Management
New York
$361M -$11.9M -28,520 -3%
FMI
382
Factory Mutual Insurance
Massachusetts
$360M -$15.2M -36,250 -4%
AAIS
383
ABN AMRO Investment Solutions
$360M +$66.8M +159,660 +20%
BTW
384
Boston Trust Walden
Massachusetts
$359M -$13.2M -31,579 -3%
VIM
385
Vinva Investment Management
Australia
$355M +$33.9M +80,932 +9%
CIC
386
Chilton Investment Company
Connecticut
$352M -$12.8M -30,520 -3%
HPC
387
HM Payson & Co
Maine
$352M +$10.7M +25,552 +3%
GLF
388
Groupe la Francaise
France
$351M +$12.8M +30,526 +3%
MNA
389
Manning & Napier Advisors
New York
$350M +$94M +224,651 +31%
SOADOR
390
State of Alaska Department of Revenue
Alaska
$349M -$1.42M -3,385 -0.4%
IMPI
391
Ilmarinen Mutual Pension Insurance
Finland
$348M +$69.2M +165,364 +21%
IGAM
392
iA Global Asset Management
Quebec, Canada
$343M -$37M -88,518 -9%
CCMG
393
Clark Capital Management Group
Pennsylvania
$342M +$65.9M +157,523 +21%
CFB
394
Cullen/Frost Bankers
Texas
$337M +$2.44M +5,820 +0.6%
CA
395
Clearstead Advisors
Ohio
$337M +$243M +579,893 +176%
FWCM
396
Ferguson Wellman Capital Management
Oregon
$336M -$30.1M -71,911 -7%
BIM
397
Bridges Investment Management
Nebraska
$336M +$1.58M +3,764 +0.4%
LPPI
398
Local Pensions Partnership Investment
United Kingdom
$334M -$35.9M -85,800 -9%
BPA
399
Beacon Pointe Advisors
California
$330M +$90.1M +215,407 +32%
DADC
400
D.A. Davidson & Co
Montana
$328M +$17.1M +40,941 +5%

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.