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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
CD
5801
Capital Developers
North Carolina
$444K +$15.9K +38 +3%
AFA
5802
Alpha Financial Advisors
North Carolina
$443K -$2.51K -6 -0.5%
BC
5803
Bridgefront Capital
Texas
$442K -$4.07M -9,715 -89%
PCM
5804
Polymer Capital Management
New York
$441K -$87.5K -209 -15%
SC
5805
Schiavi & Co
Delaware
$440K +$7.53K +18 +2%
AI
5806
AdvisorShares Investments
Maryland
$438K +$83.7K +200 +20%
MWA
5807
Mills Wealth Advisors
Texas
$437K +$61.5K +147 +14%
FOFP
5808
Fee-Only Financial Planning
South Carolina
$436K +$7.95K +19 +2%
VFIC
5809
Valley Forge Investment Consultants
Pennsylvania
$436K +$55.2K +132 +13%
JCIA
5810
Jackson Creek Investment Advisors
Colorado
$435K -$1.67K -4 -0.3%
TAWM
5811
Three Arch Wealth Management
California
$433K -$14.2K -34 -3%
HWMT
5812
Heritage Wealth Management (Texas)
Texas
$432K +$22.6K +54 +5%
SC
5813
Steph & Co
Wisconsin
$431K -$70.3K -168 -13%
CWWM
5814
Curry Webb Wealth Management
Indiana
$428K -$18K -43 -4%
ADMI
5815
Albert D. Mason Inc
Massachusetts
$428K +$258K +616 +114%
WWWM
5816
White Wing Wealth Management
Texas
$426K +$20.9K +50 +5%
MGI
5817
Miller Global Investments
Texas
$424K +$294K +703 +159%
MFG
5818
Marmo Financial Group
Tennessee
$424K +$418 +1 +0.1%
PJC
5819
Phillip James Consulting
Minnesota
$423K +$28.9K +69 +6%
DIM
5820
DC Investments Management
Virginia
$423K
TIM
5821
Triad Investment Management
California
$422K
TWM
5822
Tanglewood Wealth Management
Texas
$420K -$156K -372 -25%
TC
5823
Town Capital
Maryland
$419K -$264K -631 -36%
AWA
5824
Aquire Wealth Advisors
Utah
$418K +$153K +365 +48%
SF
5825
Steffes Financial
Kansas
$417K +$1.67K +4 +0.4%

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.