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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
CL
3951
COWA LLC
Oklahoma
$1.15M +$33.4K +131 +3%
Alyeska Investment Group
3952
Alyeska Investment Group
Illinois
$1.15M -$18.8M -73,565 -95%
RA
3953
Riversedge Advisors
Delaware
$1.15M +$136K +533 +15%
LSIA
3954
LaSalle St. Investment Advisors
Illinois
$1.15M +$517K +2,025 +103%
VC
3955
Veery Capital
Delaware
$1.15M -$2.81K -11 -0.3%
SFA
3956
Seneca Financial Advisors
New York
$1.14M +$239K +935 +31%
ACH
3957
ArrowMark Colorado Holdings
Colorado
$1.14M
LCM
3958
Lewis Capital Management
California
$1.14M -$357K -1,401 -26%
CCMI
3959
Creative Capital Management Investments
California
$1.14M +$126K +494 +14%
SWIM
3960
Smallwood Wealth Investment Management
New Jersey
$1.14M -$688K -2,696 -40%
KFS
3961
Kelly Financial Services
Massachusetts
$1.14M +$187K +735 +23%
CWA
3962
Clarus Wealth Advisors
Arizona
$1.13M -$302K -1,185 -23%
ODIJL
3963
One Day In July LLC
Vermont
$1.13M -$106K -417 -10%
WCM
3964
Windham Capital Management
Massachusetts
$1.13M
MTIM
3965
Marathon Trading Investment Management
Pennsylvania
$1.13M -$2.01M -7,867 -67%
EMG
3966
ETF Managers Group
New Jersey
$1.13M -$66.6K -261 -6%
SFM
3967
Systematic Financial Management
New Jersey
$1.13M
PCI
3968
Planning Center Inc
Illinois
$1.13M -$13K -51 -1%
CF
3969
Corrigan Financial
Rhode Island
$1.13M -$1.02K -4 -0.1%
FAM
3970
Family Asset Management
South Carolina
$1.13M +$4.85K +19 +0.5%
KIG
3971
Kennedy Investment Group
New Jersey
$1.13M -$252K -988 -20%
MFA
3972
Millington Financial Advisors
Illinois
$1.13M -$120K -469 -11%
GAA
3973
Green Alpha Advisors
Colorado
$1.13M
RWML
3974
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.13M +$94.4K +370 +10%
GG
3975
Golden Green
South Carolina
$1.13M -$1.08M -4,250 -52%

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.