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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
CMBA
3826
C.M. Bidwell & Associates
Hawaii
$1.39M -$112K -441 -8%
EAM
3827
Empirical Asset Management
Massachusetts
$1.39M -$1.4M -5,482 -53%
WAG
3828
Windsor Advisory Group
Ohio
$1.39M -$46.2K -181 -4%
PCMF
3829
Private Capital Management (Florida)
Florida
$1.39M -$225K -881 -15%
HSG
3830
Helen Stephens Group
Texas
$1.39M +$2.81K +11 +0.2%
HFP
3831
Holistic Financial Partners
Indiana
$1.38M +$46.9K +184 +4%
VIM
3832
Vista Investment Management
Pennsylvania
$1.38M -$86.2K -338 -7%
IFA
3833
Index Fund Advisors
California
$1.37M -$31.1K -122 -2%
FFL
3834
Financial Freedom LLC
Ohio
$1.37M -$112K -441 -8%
OWM
3835
OneAscent Wealth Management
Alabama
$1.37M +$88K +345 +8%
FMP
3836
Financial Management Professionals
Texas
$1.37M +$383K +1,502 +46%
RWA
3837
Rainsberger Wealth Advisors
Colorado
$1.37M +$280K +1,097 +30%
RMC
3838
Resources Management Corp
Connecticut
$1.37M -$28.6M -111,969 -94%
WSWA
3839
Warren Street Wealth Advisors
California
$1.37M +$199K +781 +20%
KOC
3840
Koss-Olinger Consulting
Florida
$1.37M +$85.7K +336 +8%
CCM
3841
Cinctive Capital Management
New York
$1.37M +$735K +2,881 +155%
RWM
3842
Revisor Wealth Management
Ohio
$1.37M +$1.21M +4,741 New
TC
3843
Trilogy Capital
California
$1.36M +$34.9K +137 +3%
SC
3844
Stephens Consulting
Michigan
$1.36M -$10.2K -40 -0.8%
POIA
3845
Pin Oak Investment Advisors
Texas
$1.36M +$130K +510 +12%
JWWM
3846
Johnson & White Wealth Management
Pennsylvania
$1.36M +$1.2M +4,712 New
FA
3847
Fountainhead AM
New Jersey
$1.35M +$66.6K +261 +6%
TF
3848
TLWM Financial
Texas
$1.35M -$261K -1,024 -18%
PAG
3849
Paladin Advisory Group
Iowa
$1.35M +$1.2M +4,695 New
OA
3850
Operose Advisors
Wisconsin
$1.35M -$63.3K -248 -5%

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.