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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
RWS
3676
Resolute Wealth Strategies
Mississippi
$1.79M +$1.58M +6,200 New
HFAS
3677
Hummer Financial Advisory Services
Illinois
$1.79M -$33.2K -130 -2%
PFA
3678
Pathway Financial Advisors
Vermont
$1.79M
OCA
3679
Otter Creek Advisors
Florida
$1.79M +$1.58M +6,200 New
NWA
3680
New World Advisors
Massachusetts
$1.78M -$6.63K -26 -0.4%
FCM
3681
Family Capital Management
Michigan
$1.78M +$66.8K +262 +4%
SWM
3682
Seed Wealth Management
Illinois
$1.78M
FCM
3683
Fourpath Capital Management
Oklahoma
$1.77M -$25K -98 -2%
IFPG
3684
Intrepid Financial Planning Group
Indiana
$1.77M -$30.6K -120 -2%
WAG
3685
Wallace Advisory Group
California
$1.77M +$44.6K +175 +3%
PIM
3686
Profit Investment Management
Maryland
$1.76M -$38.8K -152 -2%
CNBT
3687
Cornerstone National Bank & Trust
Illinois
$1.76M -$31.6K -124 -2%
RCM
3688
Rain Capital Management
Oregon
$1.76M -$21.7K -85 -1%
LF
3689
Lannebo Fonder
Sweden
$1.75M -$48.8M -191,500 -93%
CWM
3690
Cedar Wealth Management
California
$1.75M -$80.3K -315 -5%
RW
3691
RVW Wealth
California
$1.75M -$390K -1,530 -20%
T2I
3692
Turim 21 Investimentos
Brazil
$1.75M +$1.49M +5,847 +2,610%
TWA
3693
Talisman Wealth Advisors
New Jersey
$1.74M +$418K +1,640 +37%
HCP
3694
Hexagon Capital Partners
Arkansas
$1.74M -$46.7K -183 -3%
PWA
3695
Primoris Wealth Advisors
Florida
$1.74M -$18.6K -73 -1%
MWP
3696
Meridian Wealth Partners
Pennsylvania
$1.74M +$172K +676 +13%
3F
3697
360 Financial
Minnesota
$1.74M +$349K +1,368 +29%
MTC
3698
Matrix Trust Company
Colorado
$1.73M +$103K +404 +7%
TIM
3699
Tevis Investment Management
Texas
$1.73M -$55.1K -216 -3%
RCM
3700
Requisite Capital Management
Texas
$1.73M +$14.8K +58 +1%

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.