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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
CCA
5851
Cottonwood Capital Advisors
Utah
$398K
KCM
5852
Key Capital Management
Tennessee
$398K +$70.7K +169 +19%
LG
5853
LAM Group
Oregon
$398K +$68.2K +163 +18%
AAG
5854
Avalon Advisory Group
Pennsylvania
$398K
TFA
5855
TrustWell Financial Advisors
Florida
$397K -$8.37K -20 -2%
EL
5856
EQ LLC
Washington
$397K +$26.8K +64 +6%
BWS
5857
BFI Wealth Solutions
Texas
$396K
FWMP
5858
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$395K +$1.67K +4 +0.4%
FCU
5859
Financial Concepts Unlimited
Maine
$395K +$446K +1,067 New
SG
5860
Strid Group
Pennsylvania
$393K -$61.5K -147 -12%
BWMG
5861
Bannerman Wealth Management Group
Texas
$390K -$30.1K -72 -6%
SWM
5862
Stonebridge Wealth Management
Illinois
$390K +$2.09K +5 +0.5%
KP
5863
Kitching Partners
Pennsylvania
$390K -$251K -601 -36%
GFG
5864
Grantvest Financial Group
New Jersey
$389K +$24.7K +59 +6%
KHC
5865
Koesten Hirschmann & Crabtree
Kansas
$389K +$73.2K +175 +20%
HP
5866
Highlander Partners
Texas
$389K
JPT
5867
Jordan Park Trust
New Hampshire
$388K
M
5868
MYeCFO
California
$386K +$14.2K +34 +3%
FWM
5869
FMA Wealth Management
Massachusetts
$386K -$4.18K -10 -1%
GKFF
5870
George Kaiser Family Foundation
Oklahoma
$384K
FIG
5871
FSA Investment Group
Florida
$384K -$207K -494 -32%
SPWM
5872
Straight Path Wealth Management
Michigan
$383K +$121K +288 +39%
PPF
5873
Pacific Park Financial
California
$382K +$432K +1,032 New
FFW
5874
Fusion Family Wealth
New York
$382K
ADEF
5875
ABS Direct Equity Fund
Connecticut
$381K +$385K +920 New

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.