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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
SMH
3626
Sanders Morris Harris
Texas
$1.91M -$2.07M -8,108 -55%
EIA
3627
Eldridge Investment Advisors
New Hampshire
$1.91M -$38.8K -152 -2%
AL
3628
ADE LLC
Maryland
$1.91M -$2.55K -10 -0.2%
GM
3629
Granger Management
New York
$1.89M -$228K -894 -12%
CP
3630
Coho Partners
Pennsylvania
$1.89M -$36.7K -144 -2%
FC
3631
FCA Corp
Texas
$1.88M +$322K +1,264 +24%
SHJ
3632
Sharkey, Howes & Javer
Colorado
$1.88M -$47.2K -185 -3%
AWM
3633
AllSquare Wealth Management
New York
$1.88M -$27.5K -108 -2%
NF
3634
Norwood Financial
Pennsylvania
$1.88M -$21.7K -85 -1%
TCB
3635
Texas Capital Bancshares
Texas
$1.88M +$13.5K +53 +0.8%
LFA
3636
LGT Financial Advisors
Texas
$1.87M +$76.8K +301 +5%
ADIM
3637
Alpha DNA Investment Management
Maryland
$1.87M -$926K -3,630 -36%
JGCM
3638
Joseph Group Capital Management
Ohio
$1.87M +$196K +767 +13%
NA
3639
Nottingham Advisors
New York
$1.86M -$103K -405 -6%
CRIG
3640
Charter Research & Investment Group
Connecticut
$1.86M +$1.1M +4,303 +201%
TFF
3641
The Family Firm
Maryland
$1.86M +$5.87K +23 +0.4%
MF
3642
Meridian Financial
Massachusetts
$1.85M +$8.42K +33 +0.5%
DF
3643
DecisionPoint Financial
Arizona
$1.85M +$52.8K +207 +3%
ONSWM
3644
Old North State Wealth Management
North Carolina
$1.85M +$54.1K +212 +3%
WFA
3645
WestHill Financial Advisors
California
$1.85M -$76K -298 -4%
AFG
3646
Alterity Financial Group
Maine
$1.85M +$40K +157 +3%
Cohen & Steers
3647
Cohen & Steers
New York
$1.84M
CCM
3648
Crew Capital Management
Ohio
$1.84M +$28.1K +110 +2%
HIF
3649
Hill Island Financial
Michigan
$1.84M -$53.3K -209 -3%
HI
3650
Human Investing
Oregon
$1.84M -$27.5K -108 -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.