We are live on ! Find out more
MSFT icon

Microsoft

6,190 hedge funds and large institutions have $2.04T invested in Microsoft in 2026 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 3,185 increasing their positions, 2,420 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $118B | Put options by funds: $58.9B

65% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 136

32% more repeat investments, than reductions

Existing positions increased: 3,185 | Existing positions reduced: 2,420

1.25% more ownership

Funds ownership: 72.48%73.73% (+1.2%)

2% more capital invested

Capital invested by funds: $2T → $2.04T (+$44.3B)

0% less funds holding

Funds holding: 6,2096,190 (-19)

11% less funds holding in top 10

Funds holding in top 10: 2,5892,316 (-273)

Holders
6,190
Holders Change
-19
Holders Change %
-0.31%
% of All Funds
74.79%
Holding in Top 10
2,316
Holding in Top 10 Change
-273
Holding in Top 10 Change %
-10.54%
% of All Funds
27.98%
New
225
Increased
3,185
Reduced
2,420
Closed
136
Calls
$118B
Puts
$58.9B
Net Calls
+$59.5B
Net Calls Change
+$1.83B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1301
Columbia Asset Management
Michigan
$33.3M -$322K -796 -0.9%
HW
1302
HORAN Wealth
Ohio
$33.3M +$537K +1,326 +2%
PJSIMP
1303
P.J. Schmidt Investment Management (PJS)
Wisconsin
$33.2M -$221K -547 -0.6%
IAIM
1304
International Assets Investment Management
Florida
$33.1M +$492K +1,215 +1%
PWMAG
1305
Pinnacle Wealth Management Advisory Group
New Jersey
$33.1M +$2.48M +6,121 +7%
OMC
1306
Overbrook Management Corp
New York
$33M +$3.04M +7,514 +9%
AO
1307
Allen Operations
New York
$33M
CIS
1308
Connors Investor Services
Pennsylvania
$33M +$1.72M +4,253 +5%
FG
1309
Fiduciary Group
Georgia
$33M -$709K -1,753 -2%
RC
1310
Randolph Company
Ohio
$32.9M +$229K +565 +0.6%
AWAG
1311
ARS Wealth Advisors Group
Florida
$32.9M +$1.21M +2,991 +4%
RWA
1312
River Wealth Advisors
Pennsylvania
$32.8M +$1.52M +3,755 +4%
FA
1313
Fiduciary Alliance
South Carolina
$32.8M -$11.2M -27,585 -24%
MYA
1314
Meiji Yasuda America
New York
$32.8M +$7.95M +19,660 +29%
RMC
1315
Resources Management Corp
Connecticut
$32.7M -$510K -1,260 -1%
CA
1316
Crewe Advisors
Utah
$32.7M +$1.62M +4,016 +5%
MIM
1317
Marco Investment Management
Georgia
$32.7M -$274K -677 -0.8%
JWM
1318
JGP Wealth Management
Oregon
$32.6M +$1M +2,475 +3%
LIM
1319
Leavell Investment Management
Alabama
$32.6M -$87.8K -217 -0.2%
SS
1320
Spinecap SAS
France
$32.4M +$903K +2,231 +3%
DCA
1321
DSG Capital Advisors
Minnesota
$32.4M +$1.04M +2,574 +3%
TSW
1322
Three Seasons Wealth
Utah
$32.4M +$31.7M +78,282 +917%
CCWA
1323
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.3M +$5.05M +12,471 +17%
JRP
1324
Jasper Ridge Partners
California
$32.3M +$4.28M +10,584 +14%
PFA
1325
Pure Financial Advisors
California
$32.2M +$1.24M +3,064 +4%

MSFT Hedge Fund Activity: Q2 2026 in Review

6,190 of the 8,277 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2026, worth a combined $2.04T — up 2.2% from $2T a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new MSFT positions and 136 closed out — a net gain of 89 holders — while 3,185 added to existing stakes and 2,420 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $7.43B. The largest seller was T. Rowe Price Associates, cutting an estimated $12.1B.

  • 6,190 institutional investors held Microsoft (MSFT) as of Q2 2026, down from 6,209 in Q1 2026.
  • Funds reported $2.04T of Microsoft stock for Q2 2026, up 2.2% quarter-over-quarter.
  • 225 funds opened new Microsoft positions in Q2 2026 and 136 closed out, a net change of +89 holders.
  • The largest Microsoft buyer in Q2 2026 was SG Americas Securities, an estimated $7.43B added.
  • The largest Microsoft seller in Q2 2026 was T. Rowe Price Associates, an estimated $12.1B sold.

Based on aggregated 13F filings for Q2 2026.