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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
PSCM
3751
Per Stirling Capital Management
Texas
$1.58M -$1.2M -4,700 -46%
WJA
3752
Willis Johnson & Associates
Texas
$1.58M +$49K +192 +4%
BFA
3753
BMS Financial Advisors
South Dakota
$1.58M +$144K +563 +11%
KGC
3754
Kennon-Green & Company
Ohio
$1.58M +$749K +2,935 +115%
DIA
3755
Dean Investment Associates
Ohio
$1.58M -$61.2K -240 -4%
RWMH
3756
Riverpoint Wealth Management Holdings
Illinois
$1.58M +$3.06K +12 +0.2%
LWM
3757
Lionsbridge Wealth Management
Florida
$1.58M +$3.83K +15 +0.3%
DSA
3758
Droms Strauss Advisors
Missouri
$1.57M +$3.83K +15 +0.3%
OCPWS
3759
One Charles Private Wealth Services
Massachusetts
$1.57M +$24.5K +96 +2%
APWM
3760
Atlas Private Wealth Management
New York
$1.57M +$290K +1,136 +26%
TBC
3761
Ted Buchan & Co
California
$1.57M +$529K +2,074 +62%
SDAM
3762
Shulman DeMeo Asset Management
New York
$1.56M +$4.85K +19 +0.4%
TC
3763
TAP Consulting
Missouri
$1.56M +$34.9K +137 +3%
TWM
3764
Tanager Wealth Management
United Kingdom
$1.55M -$531K -2,083 -28%
WLPWM
3765
Walled Lake Planning & Wealth Management
Illinois
$1.55M +$813K +3,187 +145%
4WM
3766
4J Wealth Management
Virginia
$1.55M -$43.6K -171 -3%
WA
3767
Wealthstream Advisors
New York
$1.55M +$55.9K +219 +4%
OWM
3768
Orgel Wealth Management
Wisconsin
$1.55M +$255 +1 +0%
RPA
3769
Rock Point Advisors
Vermont
$1.55M -$120K -469 -8%
FAFN
3770
First Affirmative Financial Network
Colorado
$1.54M +$64.5K +253 +5%
CWM
3771
CarsonAllaria Wealth Management
Illinois
$1.54M -$51K -200 -4%
CP
3772
Castleview Partners
Texas
$1.54M -$13.5K -53 -1%
PG
3773
Prostatis Group
Maryland
$1.54M -$138K -541 -10%
PFA
3774
Petra Financial Advisors
Colorado
$1.54M +$701K +2,749 +107%
SGWM
3775
Sterling Group Wealth Management
California
$1.53M +$201K +789 +17%

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.