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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
LSA
3876
Lansing Street Advisors
Pennsylvania
$1.3M -$17.6K -69 -2%
WFA
3877
WMG Financial Advisors
Tennessee
$1.3M -$208K -817 -16%
FWM
3878
Fingerlakes Wealth Management
New York
$1.3M -$22.7K -89 -2%
BFG
3879
Barber Financial Group
Kansas
$1.29M -$25.5K -100 -2%
OPWM
3880
Oakwell Private Wealth Management
Texas
$1.29M +$18.1K +71 +2%
VFP
3881
Verus Financial Partners
Virginia
$1.29M +$9.44K +37 +0.9%
CWA
3882
CJM Wealth Advisers
Virginia
$1.29M +$93.9K +368 +9%
BAM
3883
Bayshore Asset Management
Florida
$1.28M -$67.1K -263 -6%
MPW
3884
MGO Private Wealth
California
$1.28M -$619K -2,425 -35%
PWA
3885
Peterson Wealth Advisors
Utah
$1.28M +$44.6K +175 +4%
MFG
3886
Monumental Financial Group
Maryland
$1.28M +$59.4K +233 +6%
DWA
3887
Delap Wealth Advisory
Oregon
$1.27M -$996K -3,904 -47%
AI
3888
Atom Investors
Texas
$1.27M +$211K +828 +23%
RI
3889
Ridgewood Investments
New Jersey
$1.27M +$28.8K +113 +3%
AWMG
3890
Alliance Wealth Management Group
New Jersey
$1.27M +$2.55K +10 +0.2%
BBW
3891
Blue Barn Wealth
Utah
$1.26M +$257K +1,009 +30%
EWP
3892
Engrave Wealth Partners
Texas
$1.26M -$27.5K -108 -2%
FWM
3893
FSA Wealth Management
Massachusetts
$1.26M -$72.4K -284 -6%
DWA
3894
Dougherty Wealth Advisers
Minnesota
$1.26M -$13.8K -54 -1%
SHWM
3895
Silicon Hills Wealth Management
Texas
$1.25M -$510 -2 -0%
CAM
3896
Crestone Asset Management
Colorado
$1.25M +$114K +446 +11%
SGA
3897
Seaport Global Advisors
Massachusetts
$1.25M +$642K +2,517 +140%
NP
3898
Ninepoint Partners
Ontario, Canada
$1.24M +$423K +1,659 +63%
B
3899
BetterWealth
California
$1.24M +$1.53K +6 +0.1%
KA
3900
Kearns & Associates
California
$1.24M

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.