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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
CWM
3551
Campbell Wealth Management
Virginia
$2.09M -$134K -524 -7%
NC
3552
NinePointTwo Capital
California
$2.09M -$245K -960 -12%
MLFP
3553
MPS Loria Financial Planners
Illinois
$2.09M +$121K +476 +7%
SCM
3554
Saba Capital Management
New York
$2.08M +$1.84M +7,227 New
ACM
3555
Absolute Capital Management
Pennsylvania
$2.08M -$631K -2,472 -26%
IPW
3556
IronBridge Private Wealth
Texas
$2.08M +$1.84M +7,199 New
ACMA
3557
Arbor Capital Management (Alaska)
Alaska
$2.07M +$8.42K +33 +0.5%
WIP
3558
WealthCare Investment Partners
Rhode Island
$2.07M -$44.6K -175 -2%
PEA
3559
Park Edge Advisors
Ohio
$2.07M -$870K -3,411 -32%
RDFA
3560
Ritter Daniher Financial Advisory
Ohio
$2.07M +$421K +1,652 +30%
Fuller & Thaler Asset Management
3561
Fuller & Thaler Asset Management
California
$2.07M -$1.53K -6 -0.1%
OCM
3562
Objective Capital Management
Ohio
$2.06M +$9.95K +39 +0.5%
AIS
3563
American Investment Services
Massachusetts
$2.06M
LWM
3564
LJI Wealth Management
Indiana
$2.06M +$36.2K +142 +2%
AWM
3565
Alterna Wealth Management
Texas
$2.06M -$92.3K -362 -5%
JCIA
3566
Jackson Creek Investment Advisors
Colorado
$2.06M +$1.32M +5,162 +263%
AAMC
3567
Asset Allocation & Management Company
Illinois
$2.05M -$383K -1,500 -17%
UFA
3568
US Financial Advisors
Massachusetts
$2.05M +$25.5K +100 +1%
HFS
3569
Heritage Financial Services
Massachusetts
$2.04M +$64.8K +254 +4%
WAM
3570
WealthTrust Asset Management
Florida
$2.04M +$25K +98 +1%
BMCM
3571
Burns Matteson Capital Management
New York
$2.04M +$6.38K +25 +0.4%
DA
3572
Detalus Advisors
Missouri
$2.04M -$18.1K -71 -1%
FSC
3573
Full Sail Capital
Oklahoma
$2.04M -$151K -591 -8%
VIM
3574
VELA Investment Management
Ohio
$2.04M +$308K +1,208 +21%
GCA
3575
Genesee Capital Advisors
New York
$2.03M -$43.1K -169 -2%

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.