Microsoft Corp (MSFT) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Microsoft Corp (MSFT) following the 2026 Q2 hedge fund 13F filings?

As of today, MSFT has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), MSFT gained +32.9% vs -1.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Microsoft Corp (MSFT)

6K + Investors. Track Smart Money conviction in MSFT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MSFT

Based on 6254 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added MSFT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

6,254 hedge funds hold MSFT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+529 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

3541 buying2786 selling

Last quarter: 3,541 funds bought or added vs 2,786 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~312 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 226 → 663 → 316 → 312. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 13% new

4,507 out of 6,254 hedge funds have held MSFT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +79%, value +6%

Value

+6%

+79%

Last quarter: funds added +79% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

292 → 226 → 663 → 316 → 312 new funds/Q

New funds entering each quarter: 226 → 663 → 316 → 312. MSFT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 72% veterans vs 15% newcomers

■ 72% veterans ■ 13% 1-2yr ■ 15% new

Entry-cohort mix of 6,573 holders: 4,724 (72%) are 2+ year veterans, 852 entered 1–2 years ago, and 997 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

76 of 6227 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in MSFT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	6167	6184	-0.27%
13F Shares	6.06B	5.60B	8.07%
Total Value	$2.11T	$2.00T	5.62%
New Positions	284	316	-32
Increased Positions	3154	3192	-38
Closed Positions	274	347	-73
Reduced Positions	2388	2348	+40
Total Calls	190	156	21.79%
Total Puts	149	123	21.14%
PUT/CALL Ratio	0.78	0.79	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6167

6184

-0.27%

13F Shares

6.06B

5.60B

8.07%

Total Value

$2.11T

$2.00T

5.62%

New Positions

284

316

-32

Increased Positions

3154

3192

-38

Closed Positions

274

347

-73

Reduced Positions

2388

2348

+40

Total Calls

190

156

21.79%

Total Puts

149

123

21.14%

PUT/CALL Ratio

0.78

0.79

Neutral

Institutional Holders (2026 Q2)

6K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSFT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MSFT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Groupe des Assurances du Credit Mutuel	100.00%	21,560	$8.0M
2	Soroban Capital Partners LP	46.82%	60,000,000	$22.38B
3	DDD Partners, LLC	26.44%	1,136,862	$424.1M
4	Elite Wealth Management, Inc.	24.91%	225,389	$84.1M
5	Joho Capital LLC	23.25%	287,000	$107.1M
6	Armstrong Henry H Associates Inc	22.48%	622,401	$232.2M
7	Bellevue Asset Management, LLC	22.39%	130,090	$48.5M
8	Finepoint Capital LP	21.16%	1,587,400	$592.1M
9	Palidye Holdings (Caymans) Ltd	20.60%	308,485	$115.1M
10	Altarock Partners LP	20.54%	2,334,482	$870.8M
11	Lakeside Advisors, INC.	19.64%	83,634	$31.2M
12	Bluefin Capital Management, LLC	18.74%	200,537	$74.8M
13	Meritage Group LP	18.38%	1,278,653	$477.0M
14	TenCore Partners, LP	18.12%	62,376	$23.3M
15	Voyager Global Management LP	17.46%	1,700,000	$634.1M
16	Cat Rock Capital Management LP	17.36%	200,603	$74.8M
17	C Partners Holding GmbH	16.87%	149,202	$55.7M
18	Bradyco, Inc.	16.48%	38,531	$14.4M
19	Ursa Fund Management, LLC	16.04%	550,000	$205.2M
20	Ursa Fund Management, LLC	16.04%	550,000	$205.2M
21	Cincinnati Casualty Co	15.83%	80,000	$29.8M
22	Perry Creek Capital LP	15.80%	92,500	$34.5M
23	Rings Capital Management LLC	15.75%	83,000	$31.0M
24	Fortis Capital Management LLC	15.56%	372,894	$139.1M
25	Farley Capital L.P.	15.39%	52,566	$19.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Microsoft Corp (MSFT)

What does the Smart Money Trend signal show for MSFT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MSFT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MSFT?

Slight buying edge — 56% buying: Last quarter: 3,541 funds bought or added vs 2,786 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MSFT holders?

Elite ownership — 63% AUM from top-100 funds: 76 of 6227 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in MSFT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MSFT?

72% of holders stayed for 2+ years: 4,507 out of 6,254 hedge funds have held MSFT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Microsoft Corp (MSFT) following the 2026 Q2 hedge fund 13F filings?

As of today, MSFT has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLK sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), MSFT has gained +32.9% vs -1.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Microsoft Corp (MSFT)

Smart Money Signals — MSFT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~312 new funds per quarter

72% of holders stayed for 2+ years

Buying through price weakness — shares +79%, value +6%

Peak discovery — momentum slowing

Veteran-anchored — 72% veterans vs 15% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — MSFT

What Fund Managers Are Saying About MSFT

Hedge Fund Ownership: MSFT

Market Analysis: MSFT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MSFT

Is It Too Late to Buy Microsoft Corp (MSFT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MSFT

Statistics: MSFT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Microsoft Corp (MSFT)

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