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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
CIA
3776
Compass Ion Advisors
Pennsylvania
$1.52M +$62K +243 +5%
IA
3777
IFG Advisors
Missouri
$1.52M +$12.2K +48 +0.9%
AFG
3778
Altiora Financial Group
Ohio
$1.52M +$3.06K +12 +0.2%
PA
3779
Planning Alternatives
Michigan
$1.51M +$248K +971 +23%
CCA
3780
Cravens & Co Advisors
Tennessee
$1.51M +$19.4K +76 +1%
ACP
3781
Arcus Capital Partners
Georgia
$1.51M +$365K +1,429 +37%
KWM
3782
Kaydan Wealth Management
Michigan
$1.51M -$29.3K -115 -2%
MWA
3783
Motive Wealth Advisors
Michigan
$1.51M -$168K -659 -11%
TF
3784
Theory Financial
Colorado
$1.5M +$861K +3,377 +183%
TWM
3785
Tolleson Wealth Management
Texas
$1.5M -$31.4K -123 -2%
RFN
3786
Redwood Financial Network
Ohio
$1.5M +$39.8K +156 +3%
DFS
3787
Dixon Fnancial Services
California
$1.5M -$7.14K -28 -0.5%
PCWA
3788
Pacific Capital Wealth Advisors
California
$1.5M -$19.1K -75 -1%
MPM
3789
MBB Public Markets
Illinois
$1.5M -$3.35M -13,127 -72%
HWA
3790
Heartwood Wealth Advisors
Virginia
$1.5M +$284K +1,115 +27%
AWC
3791
Adamsbrown Wealth Consultants
Kansas
$1.5M +$282K +1,104 +27%
JFG
3792
JMG Financial Group
Illinois
$1.5M +$817K +3,203 +162%
GAA
3793
Global Assets Advisory
Florida
$1.49M -$4.59K -18 -0.3%
LTAS
3794
Linden Thomas Advisory Services
North Carolina
$1.49M +$95.9K +376 +8%
SFC
3795
Strategic Financial Concepts
Texas
$1.49M +$1.32M +5,162 New
OFS
3796
OneAscent Financial Services
Alabama
$1.48M -$215K -844 -14%
BWM
3797
BigSur Wealth Management
Florida
$1.47M -$2.55K -10 -0.2%
KCM
3798
KRS Capital Management
Michigan
$1.47M -$24.7K -97 -2%
RBC
3799
Roble Belko & Company
Pennsylvania
$1.46M -$430K -1,686 -25%
WAOI
3800
Wealth Advisors of Iowa
Iowa
$1.46M -$98K -384 -7%

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.