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4,710 hedge funds and large institutions have $1.52T invested in Microsoft in 2023 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 2,014 increasing their positions, 2,130 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 104

19% more capital invested

Capital invested by funds: $1.27T → $1.52T (+$245B)

8% more funds holding in top 10

Funds holding in top 10: 2,3462,526 (+180)

3.14% more ownership

Funds ownership: 70.9%74.04% (+3.1%)

10% more call options, than puts

Call options by funds: $32.6B | Put options by funds: $29.7B

1% more funds holding

Funds holding: 4,6744,710 (+36)

5% less repeat investments, than reductions

Existing positions increased: 2,014 | Existing positions reduced: 2,130

Holders
4,710
Holders Change
+36
Holders Change %
+0.77%
% of All Funds
75.04%
Holding in Top 10
2,526
Holding in Top 10 Change
+180
Holding in Top 10 Change %
+7.67%
% of All Funds
40.24%
New
237
Increased
2,014
Reduced
2,130
Closed
104
Calls
$32.6B
Puts
$29.7B
Net Calls
+$2.93B
Net Calls Change
-$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
226
Lord, Abbett & Co
New Jersey
$591M -$238M -933,046 -31%
Creative Planning
227
Creative Planning
Kansas
$585M +$2.13M +8,353 +0.4%
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$585M -$4.22M -16,560 -0.8%
BMSSC
229
B. Metzler seel. Sohn & Co
Germany
$576M +$82M +321,592 +19%
Federated Hermes
230
Federated Hermes
Pennsylvania
$571M +$7.52M +29,470 +2%
JFL
231
Jarislowsky, Fraser Ltd
Quebec, Canada
$563M -$4.4M -17,249 -0.9%
AAMU
232
AEGON Asset Management (UK)
United Kingdom
$558M -$3.75M -14,700 -0.8%
ASRS
233
Arizona State Retirement System
Arizona
$557M +$806K +3,159 +0.2%
GT
234
Glenmede Trust
Pennsylvania
$557M -$10.7M -41,815 -2%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$556M +$2.4M +9,403 +0.5%
YAM
236
Yacktman Asset Management
Texas
$554M -$498K -1,954 -0.1%
FPP
237
Findlay Park Partners
United Kingdom
$544M -$190M -746,657 -28%
First Trust Advisors
238
First Trust Advisors
Illinois
$541M -$27.2M -106,820 -5%
Canada Pension Plan Investment Board
239
Canada Pension Plan Investment Board
Ontario, Canada
$534M +$155M +606,865 +49%
CWM
240
CIBC World Markets
New York
$534M -$476M -1,865,969 -50%
PIF
241
Public Investment Fund
Saudi Arabia
$532M
Holocene Advisors
242
Holocene Advisors
New York
$527M +$174M +682,469 +60%
SC
243
Scotia Capital
Ontario, Canada
$527M +$3.35M +13,126 +0.7%
GIA
244
Gateway Investment Advisers
Ohio
$525M -$32.3M -126,565 -6%
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$523M -$5.13M -20,104 -1%
EIP
246
Epoch Investment Partners
New York
$521M +$8.76M +34,332 +2%
Jacobs Levy Equity Management
247
Jacobs Levy Equity Management
New Jersey
$516M -$98.7M -386,863 -18%
BBHC
248
Brown Brothers Harriman & Co
New York
$514M +$37M +145,029 +9%
FAF
249
Första AP-fonden
Sweden
$514M -$55.3M -216,800 -11%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$513M +$15.7M +61,487 +4%

MSFT Hedge Fund Activity: Q1 2023 in Review

4,710 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2023, worth a combined $1.52T — up 19% from $1.27T a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new MSFT positions and 104 closed out — a net gain of 133 holders — while 2,014 added to existing stakes and 2,130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.75B. The largest seller was Barclays, cutting an estimated $1.82B.

  • 4,710 institutional investors held Microsoft (MSFT) as of Q1 2023, up from 4,674 in Q4 2022.
  • Funds reported $1.52T of Microsoft stock for Q1 2023, up 19% quarter-over-quarter.
  • 237 funds opened new Microsoft positions in Q1 2023 and 104 closed out, a net change of +133 holders.
  • The largest Microsoft buyer in Q1 2023 was Vanguard Group, an estimated $1.75B added.
  • The largest Microsoft seller in Q1 2023 was Barclays, an estimated $1.82B sold.

Based on aggregated 13F filings for Q1 2023.