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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
KPWG
3651
KFA Private Wealth Group
Virginia
$1.84M -$89.5K -351 -5%
ACM
3652
Ategra Capital Management
Virginia
$1.84M +$782K +3,064 +92%
RCM
3653
Raleigh Capital Management
North Carolina
$1.84M +$224K +878 +16%
TA
3654
TrueWealth Advisors
Alabama
$1.84M -$102K -400 -6%
PWS
3655
Peterson Wealth Services
Utah
$1.84M +$709K +2,780 +78%
CHA
3656
Cooper/Haims Advisors
New York
$1.83M +$4.59K +18 +0.3%
NL
3657
Navalign LLC
California
$1.83M -$8.93K -35 -0.5%
NEWAS
3658
N.E.W. Advisory Services
Wisconsin
$1.83M -$44.9K -176 -3%
FW
3659
FirstPurpose Wealth
Utah
$1.83M +$40.6K +159 +3%
SWP
3660
Summit Wealth Partners
Florida
$1.83M
CF
3661
Copperwynd Financial
Arizona
$1.83M +$250K +979 +18%
PFA
3662
Professional Financial Advisors
Nebraska
$1.82M -$24.7K -97 -2%
DCM
3663
Deuterium Capital Management
Florida
$1.82M
CA
3664
Cortland Associates
Missouri
$1.81M -$20.2K -79 -1%
SL
3665
Sentinus LLC
Illinois
$1.81M +$825K +3,234 +107%
DPI
3666
Diversified Portfolios Inc
Michigan
$1.8M +$329K +1,291 +26%
BAM
3667
BOS Asset Management
Illinois
$1.8M -$18.6K -73 -1%
AF
3668
AtlasMark Financial
Texas
$1.8M +$1.59M +6,248 New
EWA
3669
ERTS Wealth Advisors
Michigan
$1.8M -$94.6K -371 -6%
TVAMP
3670
Tennessee Valley Asset Management Partners
Tennessee
$1.8M -$6.12K -24 -0.4%
NCMW
3671
Northern Capital Management (Washington)
Washington
$1.8M +$9.44K +37 +0.6%
CCP
3672
Cunning Capital Partners
North Carolina
$1.79M
SA
3673
SRH Advisors
Kansas
$1.79M -$50.5K -198 -3%
HS
3674
Horan Securities
United States
$1.79M +$34.2K +134 +2%
AWA
3675
ARQ Wealth Advisors
Arizona
$1.79M -$54.8K -215 -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.