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
QCM
3726
Qsemble Capital Management
New York
$1.67M +$1.48M +5,800 New
CFO
3727
Capitol Family Office
Oregon
$1.67M
BHWM
3728
Beaird Harris Wealth Management
Texas
$1.66M -$257K -1,006 -15%
IAP
3729
Indie Asset Partners
Indiana
$1.66M
EL
3730
EMFO LLC
Florida
$1.66M +$103K +402 +8%
SAG
3731
Spotlight Asset Group
Illinois
$1.66M +$1.75M +6,856 New
BIC
3732
Beach Investment Counsel
Pennsylvania
$1.65M
MCM
3733
Magnolia Capital Management
New York
$1.65M -$561K -2,200 -28%
GFG
3734
Goldstone Financial Group
Illinois
$1.64M +$1.45M +5,689 New
KWA
3735
Kellett Wealth Advisors
Ohio
$1.64M -$67.3K -264 -4%
UCB
3736
United Community Bank
South Carolina
$1.63M
TI
3737
Truepoint Inc
Ohio
$1.63M +$88.3K +346 +7%
SAMT
3738
Select Asset Management & Trust
Pennsylvania
$1.63M +$38.3K +150 +3%
DA
3739
Doliver Advisors
Texas
$1.62M -$82.4K -323 -5%
OL
3740
Owen LaRue
Kentucky
$1.61M
CFG
3741
CMC Financial Group
Georgia
$1.61M -$153K -598 -10%
KC
3742
Kades & Cheifetz
Pennsylvania
$1.61M -$11K -43 -0.8%
WOSD
3743
WFA of San Diego
California
$1.6M -$154K -605 -10%
CWM
3744
Comprehensive Wealth Management
Washington
$1.6M -$84.2K -330 -6%
AC
3745
ASB Consultores
Florida
$1.6M -$788K -3,089 -36%
DMBA
3746
Deseret Mutual Benefit Administrators
Utah
$1.59M +$41.6K +163 +3%
WLIM
3747
White Lighthouse Investment Management
Massachusetts
$1.59M +$6.12K +24 +0.4%
GIM
3748
Guild Investment Management
California
$1.59M -$177K -695 -11%
TCA
3749
Taconic Capital Advisors
New York
$1.59M
CG
3750
Clifford Group
Massachusetts
$1.58M +$26.8K +105 +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.