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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
KBFS
3576
Kohmann Bosshard Financial Services
Ohio
$2.03M -$17.1K -67 -0.9%
SIGI
3577
Susquehanna International Group (Ireland)
Ireland
$2.03M +$1.8M +7,056 New
CIC
3578
Cornercap Investment Counsel
Georgia
$2.03M -$236K -926 -12%
PPWP
3579
Proquility Private Wealth Partners
Nevada
$2.03M +$1M +3,936 +126%
APA
3580
Astoria Portfolio Advisors
New York
$2.03M -$229K -896 -11%
PCA
3581
Prosperity Capital Advisors
Ohio
$2.02M +$280K +1,098 +19%
NFG
3582
Northeast Financial Group
Pennsylvania
$2.02M +$133K +522 +7%
C
3583
CEDRUS
Colorado
$2.02M +$33.4K +131 +2%
HFA
3584
High Falls Advisors
New York
$2.02M +$5.36K +21 +0.3%
SFWC
3585
Strategic Family Wealth Counselors
New Jersey
$2.01M +$5.87K +23 +0.3%
SIC
3586
SJS Investment Consulting
Ohio
$2.01M +$153K +598 +9%
CBOR
3587
Community Bank of Raymore
Missouri
$2.01M -$64.3K -252 -3%
ACM
3588
Advance Capital Management
Michigan
$2.01M +$13.3K +52 +0.8%
PFA
3589
Pettinga Financial Advisors
Indiana
$2.01M +$788K +3,091 +80%
IWM
3590
Iams Wealth Management
Nebraska
$2M +$489K +1,917 +37%
CFAM
3591
Coury Firm Asset Management
Pennsylvania
$2M +$712K +2,793 +67%
SCP
3592
Silverleafe Capital Partners
Tennessee
$2M -$31.4K -123 -2%
CPA
3593
Cowen Prime Advisors
New York
$2M -$84.9K -333 -5%
JSAM
3594
J. Safra Asset Management
New York
$2M +$1.77M +6,933 New
CIG
3595
Cascade Investment Group
Colorado
$1.99M -$35.7K -140 -2%
SCP
3596
Syntal Capital Partners
Texas
$1.99M +$10.7K +42 +0.6%
RA
3597
Ruggaard & Associates
Ohio
$1.99M +$1.76M +6,915 New
MF
3598
Montis Financial
Massachusetts
$1.99M -$28.8K -113 -2%
SRWM
3599
Shira Ridge Wealth Management
California
$1.99M -$17.6K -69 -1%
PWM
3600
PRW Wealth Management
Massachusetts
$1.99M +$47.2K +185 +3%

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.