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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
FPWM
3976
FSB Premier Wealth Management
Iowa
$1.13M -$202K -791 -17%
UW
3977
Unique Wealth
Florida
$1.13M +$95.7K +375 +11%
IWP
3978
Innova Wealth Partners
Pennsylvania
$1.12M +$5.36K +21 +0.5%
FFM
3979
Flagstone Financial Management
Nebraska
$1.12M +$255 +1 +0%
PCA
3980
Private Capital Advisors
Connecticut
$1.12M +$179K +703 +22%
SHWM
3981
Smith & Howard Wealth Management
Georgia
$1.12M -$22.4K -88 -2%
SWM
3982
SFG Wealth Management
Maryland
$1.11M +$11.7K +46 +1%
LOIP
3983
Live Oak Investment Partners
Texas
$1.11M
OLVIG
3984
Oliver Lagore Vanvalin Investment Group
Michigan
$1.11M +$28.8K +113 +3%
NAG
3985
Northstar Advisory Group
New Jersey
$1.11M -$785K -3,079 -44%
BCM
3986
Brainard Capital Management
Texas
$1.11M -$58.9K -231 -6%
RWRC
3987
R.W. Roge & Company
New York
$1.11M
MPW
3988
MA Private Wealth
California
$1.11M -$1.12M -4,390 -53%
SIA
3989
Sage Investment Advisers
New York
$1.11M +$1.02K +4 +0.1%
SRG
3990
SBB Research Group
Illinois
$1.11M +$2.3K +9 +0.2%
Renaissance Technologies
3991
Renaissance Technologies
New York
$1.1M +$973K +3,814 New
RCI
3992
RS Crum Inc
California
$1.1M -$1.53K -6 -0.2%
CAP
3993
Columbia Advisory Partners
Washington
$1.09M -$508K -1,992 -34%
RFG
3994
Range Financial Group
Oregon
$1.09M -$14K -55 -1%
PWC
3995
PYA Waltman Capital
Tennessee
$1.09M +$16.3K +64 +2%
WCM
3996
Windsor Capital Management
Arizona
$1.09M -$5.1K -20 -0.5%
MPCG
3997
Matrix Private Capital Group
New York
$1.09M +$65.6K +257 +7%
IAM
3998
Innovis Asset Management
Illinois
$1.08M +$149K +583 +18%
VNB
3999
Virginia National Bank
Virginia
$1.08M -$6.38K -25 -0.7%
EFMH
4000
E Fund Management (HK)
Hong Kong
$1.08M +$955K +3,745 New

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.