Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MICROSOFT CORP (MSFT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -48
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — MSFT

Based on 6159 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MSFT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
6,159 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 — +10% more funds vs a year ago

fund count last 6Q
+542 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

3536 buying2814 selling
Last quarter: 3,536 funds bought or added vs 2,814 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.
⚠️

Fewer new buyers each quarter (-360 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 289 → 223 → 662 → 302. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 13% new
4,427 out of 6,159 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 -3%, value -26%

Value
-25%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

229 → 289 → 223 → 662 → 302 new funds/Q
New funds entering each quarter: 289 → 223 → 662 → 302. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 13% 1-2yr ■ 15% new
Of 6,429 current holders: 4,595 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
74 of 6159 holders are among the 100 largest funds by AUM, controlling 50% 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.

Institutional Sentiment Summary — MSFT

In 2026 Q1, 3536 hedge funds were net buyers of MSFT (302 opened a new position, 3234 added to an existing one), while 2814 reduced or exited (2464 trimmed, 350 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 50% of total institutional value in MSFT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -48 funds (more exits than new entries). Total institutional holders: 6159.

Hedge Fund Ownership: MSFT

How many hedge funds hold MSFT — quarterly history vs. share price
Quarterly hedge fund ownership of MSFT vs. share price

Market Analysis: MSFT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSFT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much MSFT has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 67d ago
MSFT
+21.1%
XLK
+35.7%

MSFT outperformed XLK by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 22d ago
MSFT
+2.0%
XLK
+2.3%

Since the filing became public, MSFT outperformed XLK by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

240 top-rated funds 1344 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.5
/ 10
conviction
Hedge Fund Positioning: MSFT
6K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 6103 6207 -1.68%
13F Shares 5.50B 5.69B -3.34%
Total Value $1.95T $2.64T -26.0%
New Positions 284 662 -378
Increased Positions 3171 2591 +580
Closed Positions 388 223 +165
Reduced Positions 2320 2549 -229
Total Calls 155 116 33.62%
Total Puts 122 114 7.02%
PUT/CALL Ratio 0.79 0.98 Neutral

Statistics: MSFT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 institutional holders of MSFT — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SANDER CAPITAL ADVISORS INC 43.08% 200,958 $74K
2 Soroban Capital Partners LP 42.88% 60,000,000 $22.21B
3 Thiel Macro LLC 34.09% 49,000 $25.4M
4 TRB Advisors LP 31.72% 125,000 $46.3M
5 JOHO CAPITAL LLC 30.59% 308,300 $114.1M
6 DDD Partners, LLC 29.42% 1,152,737 $426.7M
7 Elite Wealth Management, Inc. 28.39% 236,280 $87.5M
8 BELLEVUE ASSET MANAGEMENT, LLC 24.19% 130,594 $48.3M
9 ARMSTRONG HENRY H ASSOCIATES INC 23.70% 628,422 $232.6M
10 TenCore Partners, LP 22.68% 78,866 $29.2M
11 Palidye Holdings (Caymans) Ltd 21.19% 308,485 $114.2M
12 Lakeside Advisors, INC. 20.91% 84,637 $31.3M
13 Union Bancaire Privee, UBP SA 20.47% 1,021,503 $1.47B
14 Blacksheep Fund Management Ltd 19.49% 130,140 $48.2M
15 Ivory Union Consulting Ltd 19.17% 56,000 $27.1M
16 Milestone Resources Group Ltd 19.04% 841,156 $311K
17 Crake Asset Management LLP 18.90% 1,461,424 $541.0M
18 C Partners Holding GmbH 18.15% 155,398 $57.5M
19 SPG ADVISORS LLC 18.13% 3,823 $1.2M
20 Meritage Group LP 17.75% 1,270,530 $470.3M
21 Skandinaviska Enskilda Banken AB (publ) 17.60% 2,061,272 $763.0M
22 Milestones Administradora de Recursos Ltda. 17.33% 179,407 $66.4M
23 ONE WEALTH CAPITAL MANAGEMENT, LLC 17.26% 91,995 $39.5M
24 Groupe des Assurances du Credit Mutuel 17.12% 93,600 $34.6M
25 ALTAROCK PARTNERS LP 16.75% 1,867,537 $691.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSFT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSFT?

Slight buying edge — 56% buying: Last quarter: 3,536 funds bought or added vs 2,814 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 — 50% AUM from top-100 funds: 74 of 6159 holders are among the 100 largest funds by AUM, controlling 50% 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: 4,427 out of 6,159 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 Q1 hedge fund 13F filings?

As of today, MSFT has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), MSFT has gained +21.1% vs +35.7% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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