We are live on ! Find out more
MSFT icon

Microsoft

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
TPWM
3701
Twelve Points Wealth Management
Massachusetts
$1.73M -$107K -421 -7%
LFM
3702
Lumina Fund Management
New York
$1.73M
PGCM
3703
Prescott Group Capital Management
Oklahoma
$1.73M
GPCM
3704
Granite Point Capital Management
Massachusetts
$1.73M
LI
3705
Latash Investments
Alaska
$1.73M
VFM
3706
Viking Fund Management
North Dakota
$1.73M
FSG
3707
Financial Strategies Group
Michigan
$1.73M +$146K +573 +11%
DCM
3708
Davidson Capital Management
Texas
$1.72M +$425K +1,665 +39%
WP
3709
WealthSpring Partners
California
$1.72M +$1.53K +6 +0.1%
CWA
3710
Clearview Wealth Advisors
Oregon
$1.71M -$406K -1,593 -21%
AAM
3711
Alphadyne Asset Management
New York
$1.71M +$1.52M +5,941 New
IFS
3712
Intelligent Financial Strategies
Minnesota
$1.71M -$38.8K -152 -2%
CCM
3713
Check Capital Management
California
$1.71M
IIM
3714
Ironwood Investment Management
Massachusetts
$1.7M -$12.8K -50 -0.8%
FP
3715
Fiduciary Planning
Florida
$1.7M +$55.4K +217 +4%
EA
3716
Echo45 Advisors
California
$1.7M -$46.7K -183 -3%
LFS
3717
Legacy Financial Strategies
Kansas
$1.7M +$14.8K +58 +1%
LCGC
3718
Legacy Capital Group California
California
$1.7M +$1.5M +5,881 New
MS
3719
Mizuho Securities
Japan
$1.69M +$372K +1,460 +33%
NA
3720
Navellier & Associates
Nevada
$1.69M -$44.6K -175 -3%
TFA
3721
Triad Financial Advisors
North Carolina
$1.68M -$90.3K -354 -6%
CAM
3722
Campion Asset Management
Virginia
$1.68M
CBNLCF
3723
Cognios Beta Neutral Large Cap Fund
Kansas
$1.68M -$71.9K -282 -5%
LFASL
3724
Lugano Financial Advisors SA (LFA)
Switzerland
$1.68M +$121K +475 +9%
EE
3725
EWG Elevate
California
$1.68M -$130K -509 -8%

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.