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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
BIA
5976
Barry Investment Advisors
Massachusetts
$296K +$1.25K +3 +0.4%
NHFG
5977
New Harbor Financial Group
Massachusetts
$295K -$72K -172 -18%
SF
5978
SageOak Financial
Oklahoma
$295K
MRP
5979
Measured Risk Portfolios
California
$293K -$99.6K -238 -23%
SFA
5980
Spectrum Financial Alliance
Kentucky
$293K +$8.79K +21 +3%
GF
5981
Goodman Financial
Texas
$291K
NA
5982
Nottingham Advisors
New York
$291K
MAM
5983
Mullooly Asset Management
New Jersey
$291K
RHJA
5984
Rice Hall James & Associates
California
$290K
TF
5985
Theory Financial
Colorado
$289K +$28.9K +69 +10%
WLG
5986
Williamson Legacy Group
Indiana
$289K -$74.5K -178 -19%
KFGG
5987
Keystone Financial Group (Georgia)
Georgia
$288K
TF
5988
TME Financial
California
$288K +$326K +778 New
KC
5989
Kinloch Capital
Virginia
$287K -$16.7K -40 -5%
OAM
5990
Oxford Asset Management
United Kingdom
$287K +$324K +775 New
CAM
5991
Clarity Asset Management
Iowa
$286K +$418 +1 +0.1%
RW
5992
Ridgeline Wealth
Arizona
$286K +$11.7K +28 +4%
SF
5993
SWP Financial
California
$286K -$8.37K -20 -3%
CCM
5994
Causeway Capital Management
California
$286K -$80.8K -193 -20%
GWMT
5995
Guardian Wealth Management (Tennessee)
Tennessee
$283K +$9.62K +23 +3%
MF
5996
Magnetar Financial
Illinois
$282K -$186K -445 -36%
SWCM
5997
Sullivan Wood Capital Management
District of Columbia
$282K +$23K +55 +8%
KG
5998
Kieckhefer Group
Wisconsin
$282K +$131K +312 +69%
Pzena Investment Management
5999
Pzena Investment Management
New York
$282K +$319K +762 New
NFP
6000
NorthLanding Financial Partners
New York
$282K

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.