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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
CC
3851
Cipher Capital
New York
$1.35M -$269K -1,056 -18%
CWA
3852
Continuum Wealth Advisors
New York
$1.34M
D
3853
Dentgroup
Louisiana
$1.34M +$255 +1 +0%
RA
3854
Rodgers & Associates
Pennsylvania
$1.34M -$209K -819 -15%
IAG
3855
Investmark Advisory Group
Connecticut
$1.34M -$93.6K -367 -7%
BBPWM
3856
Blue Bell Private Wealth Management
Pennsylvania
$1.34M -$108K -424 -8%
MWM
3857
Meritas Wealth Management
California
$1.33M +$23.2K +91 +2%
BA
3858
Bridge Advisory
California
$1.33M +$80.9K +317 +7%
AFA
3859
Arlington Financial Advisors
California
$1.32M +$39.3K +154 +3%
PGWM
3860
Pitti Group Wealth Management
New York
$1.32M -$23K -90 -2%
CA
3861
Crumly & Associates
Illinois
$1.32M +$20.4K +80 +2%
GWWM
3862
Great Waters Wealth Management
Minnesota
$1.32M -$41.8K -164 -3%
PFG
3863
PAX Financial Group
Texas
$1.32M -$75.8K -297 -6%
VBFP
3864
Valtinson Bruner Financial Planning
Minnesota
$1.31M +$28.3K +111 +2%
GSAM
3865
Grant Street Asset Management
Pennsylvania
$1.31M +$243K +952 +26%
NPPM
3866
North Point Portfolio Managers
Ohio
$1.31M
AWA
3867
Artemis Wealth Advisors
New York
$1.31M
CCA
3868
Cottonwood Capital Advisors
Utah
$1.31M +$29.1K +114 +3%
SIC
3869
Schwartz Investment Counsel
Michigan
$1.31M -$80M -313,596 -99%
PFM
3870
Peak Financial Management
Massachusetts
$1.31M +$70.1K +275 +6%
CAG
3871
Curtis Advisory Group
California
$1.31M +$91.6K +359 +9%
MWC
3872
MBM Wealth Consultants
Missouri
$1.31M
WFAG
3873
Wescott Financial Advisory Group
Pennsylvania
$1.31M +$192K +751 +20%
AWM
3874
Act Wealth Management
Texas
$1.31M +$26.3K +103 +2%
WWP
3875
Waypoint Wealth Partners
California
$1.3M -$363K -1,425 -24%

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.