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
↓ -29
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — MSFT

Based on 6181 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 (100% of max)

100% of all-time peak
6,181 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
+560 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

3553 buying2813 selling
Last quarter: 3,553 funds bought or added vs 2,813 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 (-347 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 289 → 224 → 662 → 315. 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
4,435 out of 6,181 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 → 224 → 662 → 315 new funds/Q
New funds entering each quarter: 289 → 224 → 662 → 315. 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.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Entry-cohort mix of 6,451 holders: 4,604 (71%) are 2+ year veterans, 846 entered 1–2 years ago, and 1,001 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
75 of 6165 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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, 3553 hedge funds were net buyers of MSFT (315 opened a new position, 3238 added to an existing one), while 2813 reduced or exited (2469 trimmed, 344 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 49% of total institutional value in MSFT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -29 funds (more exits than new entries). Total institutional holders: 6181.

What Fund Managers Are Saying About MSFT

▲ 1 bullish
Nancy Tengler · Laugher Tangler Investments add 2026-06-26
Add Microsoft as a top‑12 idea, expecting AI‑driven Azure growth
▶ Watch on YouTubevia Bloomberg Podcasts
AI-generated paraphrases of public interviews · informational only, not investment advice · see all manager views

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 Q2 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 June 30, 2026 · 22d ago
MSFT
+7.8%
XLK
-5.0%

MSFT outperformed XLK by +12.8% since June 30, 2026.

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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
2026 Q2 Stats Unlock in 28 days 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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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 MSFT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Soroban Capital Partners LP 42.88% 60,000,000 $22.21B
2 Thiel Macro LLC 34.09% 49,000 $25.4M
3 TRB Advisors LP 31.72% 125,000 $46.3M
4 Joho Capital LLC 30.59% 308,300 $114.1M
5 DDD Partners, LLC 29.42% 1,152,737 $426.7M
6 Elite Wealth Management, Inc. 28.39% 236,280 $87.5M
7 Bellevue Asset Management, LLC 24.19% 130,594 $48.3M
8 Armstrong Henry H Associates Inc 23.70% 628,422 $232.6M
9 TenCore Partners, LP 22.68% 78,866 $29.2M
10 Palidye Holdings (Caymans) Ltd 21.19% 308,485 $114.2M
11 Lakeside Advisors, INC. 20.91% 84,637 $31.3M
12 Blacksheep Fund Management Ltd 19.49% 130,140 $48.2M
13 Ivory Union Consulting Ltd 19.17% 56,000 $27.1M
14 Crake Asset Management LLP 18.90% 1,461,424 $541.0M
15 C Partners Holding GmbH 18.15% 155,398 $57.5M
16 Spg Advisors LLC 18.13% 3,823 $1.2M
17 Meritage Group LP 17.75% 1,270,530 $470.3M
18 Skandinaviska Enskilda Banken AB (publ) 17.60% 2,061,272 $763.0M
19 Milestones Administradora de Recursos Ltda. 17.33% 179,407 $66.4M
20 One Wealth Capital Management, LLC 17.26% 91,995 $39.5M
21 Groupe des Assurances du Credit Mutuel 17.12% 93,600 $34.6M
22 Altarock Partners LP 16.75% 1,867,537 $691.3M
23 Voyager Global Management LP 16.68% 1,325,000 $490.5M
24 Amiral Gestion 16.65% 80,969 $30.0M
25 Rings Capital Management LLC 16.51% 83,000 $30.7M
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: 3,553 funds bought or added vs 2,813 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 — 49% AUM from top-100 funds: 75 of 6165 holders are among the 100 largest funds by AUM, controlling 49% 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: 4,435 out of 6,181 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?

Since the quarter end (June 30, 2026), MSFT has gained +7.8% vs -5.0% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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