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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
TG
326
TCW Group
California
$327M +$9.68M +37,949 +3%
AssetMark Inc
327
AssetMark Inc
California
$324M +$18.1M +70,900 +7%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$322M -$5.96M -23,355 -2%
SC
329
SRB Corp
Massachusetts
$317M -$6.98M -27,379 -2%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$316M +$17M +66,636 +7%
MOACM
331
Mutual of America Capital Management
New York
$315M -$168K -659 -0.1%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$310M +$7.7M +30,203 +3%
NMO
333
Newlands Management Operations
Texas
$303M
TP
334
Third Point
New York
$303M -$33.2M -130,000 -11%
SLAM
335
Swiss Life Asset Management
$303M +$8.35M +32,729 +3%
YCM
336
Yousif Capital Management
Michigan
$302M -$7.87M -30,863 -3%
Viking Global Investors
337
Viking Global Investors
Connecticut
$302M -$608M -2,381,775 -69%
CFB
338
Cullen/Frost Bankers
Texas
$302M -$9.75M -38,233 -4%
AAB
339
ABN AMRO Bank
Netherlands
$296M +$262M +1,025,499 New
ZIM
340
Zacks Investment Management
Illinois
$295M +$9.98M +39,132 +4%
JWBC
341
John W. Bristol & Co
New York
$282M +$15.8K +62 +0%
BC
342
Bartlett & Co
Ohio
$279M -$65K -255 -0%
BCWM
343
Bartlett & Co Wealth Management
Ohio
$279M -$65K -255 -0%
GIBU
344
Gulf International Bank (UK)
United Kingdom
$277M -$66.3M -260,100 -21%
EWM
345
Evercore Wealth Management
New York
$275M -$2.17M -8,505 -0.9%
ERSOT
346
Employees Retirement System of Texas
Texas
$275M -$1.11M -4,357 -0.5%
LA
347
LBP AM
France
$275M +$11.5M +44,958 +5%
UCFA
348
United Capital Financial Advisors
Texas
$273M -$25M -97,907 -9%
FWCM
349
Ferguson Wellman Capital Management
Oregon
$273M +$2.26M +8,847 +0.9%
VNIM
350
Vaughan Nelson Investment Management
Texas
$271M +$23.8M +93,348 +11%

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.