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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
MCRM
5876
Midway Capital Research & Management
Illinois
$380K +$150K +359 +54%
TP
5877
Trailhead Planners
Minnesota
$379K -$38.9K -93 -8%
AP
5878
Aspect Partners
Virginia
$379K +$5.02K +12 +1%
IWM
5879
IMG Wealth Management
Florida
$377K -$290K -694 -41%
SCA
5880
Sippican Capital Advisors
Massachusetts
$377K +$64.9K +155 +18%
LW
5881
Lauer Wealth
Indiana
$375K +$88.7K +212 +27%
PS
5882
Pinney & Scofield
Massachusetts
$374K
PWG
5883
Private Wealth Group
Florida
$374K
ACM
5884
Andina Capital Management
Utah
$374K -$458K -1,094 -52%
HCM
5885
Hudson Capital Management
New Jersey
$373K +$87.9K +210 +26%
BWA
5886
Bestgate Wealth Advisors
Maryland
$371K -$66.5K -159 -14%
EAMH
5887
Eurizon Asset Management Hungary
$370K -$209K -500 -33%
IAMH
5888
IvyRock Asset Management (HK)
Hong Kong
$370K
VF
5889
Vista Finance
Missouri
$369K -$8.79K -21 -2%
DAM
5890
Directional Asset Management
Illinois
$369K +$7.11K +17 +2%
UA
5891
URS Advisory
Florida
$367K +$53.1K +127 +15%
RWA
5892
Reicon Wealth Advisors
Georgia
$367K +$230K +549 +124%
PVI
5893
Pura Vida Investments
New York
$366K -$87.9K -210 -18%
AFS
5894
Axiom Financial Strategies
Indiana
$366K
RIA
5895
Retirement Investment Advisors
Oklahoma
$366K
RPA
5896
Redwood Park Advisors
California
$364K +$10.5K +25 +3%
MFS
5897
Mirabella Financial Services
United Kingdom
$364K -$3.14M -7,514 -88%
TWP
5898
TFO Wealth Partners
Ohio
$364K +$411K +983 New
CA
5899
Centennial Advisors
Texas
$360K +$15.5K +37 +4%
AFTS
5900
American Financial & Tax Strategies
New York
$358K -$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.