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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
SJGA
5901
Stephen J. Garry & Associates
New York
$358K
BC
5902
BIT Capital
Germany
$355K -$37.3M -89,133 -99%
WC
5903
Wexford Capital
Florida
$353K -$49K -117 -11%
PWM
5904
Pacific Wealth Management
California
$352K +$837 +2 +0.2%
SWM
5905
Sagace Wealth Management
Florida
$352K -$26.4K -63 -6%
AAM
5906
Ameraudi Asset Management
New York
$351K -$28.9K -69 -7%
HOWA
5907
Hudson Oak Wealth Advisory
New Jersey
$351K -$89.1K -213 -18%
DSCM
5908
Del-Sette Capital Management
New York
$350K +$12.6K +30 +3%
FF
5909
Friday Financial
Iowa
$349K +$43.9K +105 +13%
TCM
5910
TT Capital Management
California
$348K -$108K -258 -22%
EG
5911
Ellerson Group
Maryland
$343K +$103K +246 +36%
1CM
5912
1492 Capital Management
Wisconsin
$343K +$48.5K +116 +14%
BC
5913
Barnett & Company
Tennessee
$343K +$49K +117 +14%
IWC
5914
Infinity Wealth Counsel
Ohio
$342K -$1.67K -4 -0.4%
AFS
5915
AFG Fiduciary Services
Massachusetts
$342K +$52.3K +125 +16%
KWM
5916
KRM Wealth Management
Nevada
$342K +$2.51K +6 +0.7%
MWM
5917
Maltin Wealth Management
New Jersey
$341K +$418 +1 +0.1%
BFS
5918
Bare Financial Services
Pennsylvania
$340K +$107K +256 +39%
TCFP
5919
Treasure Coast Financial Planning
Florida
$339K -$15.1K -36 -4%
BFS
5920
Beacon Financial Strategies
North Carolina
$339K -$837 -2 -0.2%
GCM
5921
Graver Capital Management
Ohio
$339K +$7.95K +19 +2%
ACM
5922
Appalachian Capital Management
Ohio
$339K +$55.2K +132 +17%
FAC
5923
Financial Advisory Corporation
Michigan
$339K
PFA
5924
Pinnacle Family Advisors
Missouri
$339K +$105K +251 +38%
SIAM
5925
Sterling Investment Advisors (Missouri)
Missouri
$338K +$39.3K +94 +12%

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.