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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
DI
3601
Dalton Investments
Nevada
$1.99M -$408K -1,600 -19%
FWA
3602
FOCUS Wealth Advisors
Texas
$1.99M +$130K +508 +8%
BFAG
3603
Blackston Financial Advisory Group
Florida
$1.98M -$153K -601 -8%
EWA
3604
Evolution Wealth Advisors
Florida
$1.98M +$353K +1,383 +25%
RIS
3605
Retirement Income Solutions
Michigan
$1.97M +$366K +1,433 +26%
NRW
3606
Nova R Wealth
Kansas
$1.97M +$37.5K +147 +2%
EPA
3607
Element Pointe Advisors
Florida
$1.96M -$37.2K -146 -2%
WWG
3608
West Wealth Group
California
$1.96M -$14K -55 -0.8%
RRCM
3609
Rappaport Reiches Capital Management
Illinois
$1.96M -$134K -524 -7%
BG
3610
Benedetti & Gucer
Georgia
$1.96M +$1.13M +4,431 +188%
AF
3611
Aldebaran Financial
$1.95M -$332K -1,301 -16%
LSA
3612
Lion Street Advisors
Texas
$1.95M +$921K +3,609 +114%
ACA
3613
Ascension Capital Advisors
Texas
$1.95M +$1.17M +4,600 +214%
WFM
3614
Wolff Financial Management
Michigan
$1.95M -$23.5K -92 -1%
GFA
3615
Gallagher Fiduciary Advisors
Illinois
$1.94M +$1.72M +6,729 New
JBA
3616
Johnson Bixby & Associates
Washington
$1.93M -$34.2K -134 -2%
SIP
3617
Scott Investment Partners
United Kingdom
$1.93M
AWP
3618
Abacus Wealth Partners
California
$1.93M +$141K +553 +10%
FNBSF
3619
First National Bank Sioux Falls
South Dakota
$1.93M +$10.2K +40 +0.6%
WW
3620
Westshore Wealth
California
$1.93M +$19.9K +78 +1%
WCBA
3621
Weaver C. Barksdale & Associates
Tennessee
$1.92M -$81.9K -321 -5%
CFO
3622
Collective Family Office
Pennsylvania
$1.92M -$309K -1,211 -15%
CFA
3623
Compass Financial Advisors
Indiana
$1.91M -$88.3K -346 -5%
TF
3624
TimeScale Financial
Massachusetts
$1.91M +$126K +495 +8%
NWM
3625
Northwest Wealth Management
Iowa
$1.91M +$847K +3,319 +100%

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.