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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
RP
551
Riverbridge Partners
Minnesota
$170M -$14M -33,356 -7%
CGH
552
Crossmark Global Holdings
Texas
$170M -$31.8M -75,946 -14%
MFIM
553
Mesirow Financial Investment Management
Illinois
$169M +$69.9M +167,099 +58%
PWP
554
Perfromance Wealth Partners
Illinois
$168M -$3.09M -7,387 -2%
OCBCO
555
Oversea-Chinese Banking Corp (OCBC)
Singapore
$168M +$10.8M +25,751 +6%
CIC
556
Crawford Investment Counsel
Georgia
$168M -$2.23M -5,336 -1%
NC
557
Nicholas Company
Wisconsin
$167M +$3.95M +9,429 +2%
FCH
558
Freestone Capital Holdings
Washington
$166M -$172K -412 -0.1%
MSU
559
Mizuho Securities USA
New York
$166M -$38.6M -92,265 -17%
TWIM
560
TIAA Wealth Investment Management
New York
$165M +$187M +446,570 New
QPBE
561
Quintet Private Bank (Europe)
Luxembourg
$164M -$2.69M -6,432 -1%
HAM
562
Hyperion Asset Management
Australia
$164M -$168M -401,794 -48%
HI
563
Horizon Investments
North Carolina
$163M +$11.7M +27,942 +7%
AG
564
AIA Group
Hong Kong
$161M +$8.59M +20,536 +5%
ABC
565
Associated Banc-Corp
Wisconsin
$161M -$290K -693 -0.2%
MMA
566
Miracle Mile Advisors
California
$161M +$5.68M +13,580 +3%
ACM
567
Argent Capital Management
Missouri
$160M -$17.1M -40,798 -9%
MFG
568
Merit Financial Group
Georgia
$160M +$26.9M +64,319 +18%
Kovitz Investment Group Partners
569
Kovitz Investment Group Partners
Illinois
$160M -$10.1M -24,147 -5%
PA
570
Pinnacle Associates
New York
$159M +$908K +2,171 +0.5%
JHP
571
James Hambro & Partners
United Kingdom
$158M +$3.27M +7,818 +2%
TAM
572
Trillium Asset Management
Massachusetts
$158M +$58.1M +138,920 +31%
MG
573
Marex Group
$157M +$110M +262,279 +161%
HIMCH
574
Hartford Investment Management Co (HIMCO)
Connecticut
$157M -$2.59M -6,201 -1%
CIC
575
Carnegie Investment Counsel
Ohio
$157M +$4.96M +11,848 +3%

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.