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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
VAFP
3926
Vahanian & Associates Financial Planning
New York
$1.2M -$118K -462 -10%
PMG
3927
Private Management Group
California
$1.2M +$765 +3 +0.1%
CA
3928
Corrado Advisors
New Jersey
$1.2M -$28.6K -112 -3%
DWA
3929
Delos Wealth Advisors
Texas
$1.2M -$279K -1,095 -21%
HGWM
3930
Horst & Graben Wealth Management
Oregon
$1.19M +$129K +506 +14%
MAM
3931
Must Asset Management
South Korea
$1.19M +$1.07M +4,196 New
CWM
3932
Cherrydale Wealth Management
New Jersey
$1.19M +$325K +1,275 +45%
PPW
3933
Pasadena Private Wealth
California
$1.19M -$11.7K -46 -1%
GM
3934
GeoWealth Management
Illinois
$1.18M -$1.02M -3,998 -49%
SPAS
3935
Spectrum Planning & Advisory Services
California
$1.18M -$178K -698 -15%
SAM
3936
Soditic Asset Management
United Kingdom
$1.17M
AFA
3937
American Financial Advisors
Georgia
$1.17M +$30.9K +121 +3%
NVIM
3938
New Vernon Investment Management
Illinois
$1.17M
DM
3939
Diker Management
New York
$1.16M
TCMP
3940
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.16M +$162K +637 +18%
MC
3941
McMorgan & Co
California
$1.16M -$31.9K -125 -3%
ACM
3942
Armbruster Capital Management
New York
$1.16M -$163K -640 -14%
RG
3943
Retirement Group
California
$1.16M +$6.63K +26 +0.7%
GC
3944
Gruss & Co
Florida
$1.15M +$638K +2,500 +167%
DACS
3945
Dymon Asia Capital (Singapore)
Singapore
$1.15M +$1.02M +4,000 New
FWSM
3946
First Wilshire Securities Management
California
$1.15M
BAG
3947
Briggs Advisory Group
Rhode Island
$1.15M +$1.02K +4 +0.1%
VP
3948
Verum Partners
North Carolina
$1.15M +$237K +930 +30%
MAM
3949
Milestone Asset Management
Pennsylvania
$1.15M +$15.6K +61 +2%
GU
3950
Georgetown University
District of Columbia
$1.15M +$2.55K +10 +0.3%

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.