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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
FG
5926
Fairman Group
Pennsylvania
$337K +$418 +1 +0.1%
KFG
5927
Kropog Financial Group
Louisiana
$337K +$4.18K +10 +1%
SCS
5928
Southern Capital Services
Alabama
$336K
SPA
5929
Shore Point Advisors
New Jersey
$335K -$3.77K -9 -1%
PAG
5930
Poinciana Advisors Group
Florida
$334K -$143K -342 -27%
PWP
5931
PrairieView Wealth Partners
Illinois
$334K
ICMP
5932
Integrated Capital Management (Pennsylvania)
Pennsylvania
$333K
LIA
5933
Luken Investment Analytics
Tennessee
$329K -$27.2K -65 -7%
MA
5934
McGrath & Associates
North Carolina
$329K -$3.77K -9 -1%
MWML
5935
M Wealth Management LLC
California
$329K +$83.7K +200 +29%
SA
5936
Sincerus Advisory
New York
$329K +$25.5K +61 +7%
IIM
5937
Invariant Investment Management
Pennsylvania
$327K -$2.93K -7 -0.8%
PWMG
5938
Pioneer Wealth Management Group
Texas
$325K +$41.4K +99 +13%
SPIA
5939
Strategic Point Investment Advisors
Rhode Island
$325K -$34.3K -82 -9%
WFC
5940
Western Financial Corp
California
$325K +$136K +326 +59%
AIS
5941
American Investment Services
Massachusetts
$324K +$10.9K +26 +3%
RWM
5942
Refined Wealth Management
Utah
$324K
WH
5943
Wallace Hart
Kentucky
$323K -$1.37M -3,276 -79%
TWM
5944
Thryve Wealth Management
Texas
$322K -$2.11M -5,035 -85%
VF
5945
Vawter Financial
Ohio
$322K -$13K -31 -3%
PFGWM
5946
Price Financial Group Wealth Management
Oregon
$322K -$8.37K -20 -3%
VBA
5947
von Borstel & Associates
Oregon
$321K +$65.3K +156 +22%
WF
5948
Williams Financial
Vermont
$320K +$2.93K +7 +0.8%
EFT
5949
Envision Financial Transparency
North Carolina
$319K +$361K +863 New
AA
5950
ArborFi Advisors
Michigan
$317K

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.