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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
OPPS
3801
Obsidian Personal Planning Solutions
Maryland
$1.46M +$56.1K +220 +5%
MCC
3802
Malaga Cove Capital
California
$1.45M +$24.2K +95 +2%
CA
3803
Claris Advisors
Missouri
$1.45M -$461K -1,806 -26%
GA
3804
Greenspring Advisors
Maryland
$1.45M +$90.6K +355 +8%
CHJWM
3805
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.45M -$21.4K -84 -2%
EMFAT
3806
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.44M -$237K -930 -16%
OIM
3807
Opus Investment Management
Massachusetts
$1.44M
VA
3808
Verdad Advisers
Massachusetts
$1.44M +$1.28M +5,000 New
AWM
3809
Abound Wealth Management
Tennessee
$1.43M +$99.7K +391 +9%
MCM
3810
Mainstay Capital Management
Michigan
$1.43M -$85.5K -335 -6%
HPWA
3811
Hall Private Wealth Advisors
North Carolina
$1.43M +$242K +948 +24%
GFL
3812
Granite FO LLC
New Hampshire
$1.43M +$1.01M +3,950 +564%
AWM
3813
Accel Wealth Management
Iowa
$1.42M -$6.89K -27 -0.5%
MAC
3814
Mason & Associates (California)
California
$1.42M -$231K -904 -15%
RF
3815
RHS Financial
California
$1.42M -$132K -516 -9%
APW
3816
Aurora Private Wealth
New Jersey
$1.42M -$460K -1,805 -27%
GHA
3817
Granite Harbor Advisors
Texas
$1.42M +$425K +1,667 +51%
TWM
3818
TriaGen Wealth Management
California
$1.42M +$25.8K +101 +2%
CPP
3819
Capasso Planning Partners
South Carolina
$1.41M +$17.9K +70 +1%
RWA
3820
Rooted Wealth Advisors
Illinois
$1.41M -$162K -636 -11%
CWM
3821
Cranbrook Wealth Management
Michigan
$1.4M +$472K +1,850 +61%
CMA
3822
Cedar Mountain Advisors
Oregon
$1.4M +$489K +1,918 +65%
LFGO
3823
Legacy Financial Group (Oklahoma)
Oklahoma
$1.4M -$48.5K -190 -4%
HR
3824
Hardy Reed
Mississippi
$1.4M +$2.55K +10 +0.2%
VF
3825
Vest Financial
Virginia
$1.39M +$837K +3,283 +212%

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.