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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
HCA
4001
Heck Capital Advisors
Wisconsin
$1.08M +$32.4K +127 +4%
GWM
4002
Greenhouse Wealth Management
Connecticut
$1.08M +$2.3K +9 +0.2%
CCP
4003
Cassia Capital Partners
North Carolina
$1.08M -$10.2K -40 -1%
AIA
4004
Angeles Investment Advisors
California
$1.07M -$98K -384 -9%
HIG
4005
Heritage Investment Group
Florida
$1.07M +$12.8K +50 +1%
SWM
4006
Shelton Wealth Management
Texas
$1.07M +$115K +452 +14%
PWM
4007
Paulson Wealth Management
Illinois
$1.07M +$39.3K +154 +4%
PS
4008
Planned Solutions
California
$1.07M +$13.5K +53 +1%
SPA
4009
Sentinel Pension Advisors
Massachusetts
$1.07M +$255 +1 +0%
AWM
4010
Avaii Wealth Management
Wisconsin
$1.06M +$187K +735 +25%
SGC
4011
Slocum, Gordon & Co
Rhode Island
$1.06M
AP
4012
Atwood & Palmer
Missouri
$1.06M -$498K -1,952 -35%
PCFFS
4013
Pacific Center for Financial Services
California
$1.06M +$936K +3,671 New
EA
4014
Eclectic Associates
California
$1.06M +$231K +906 +33%
FWA
4015
FSC Wealth Advisors
New York
$1.06M -$25K -98 -3%
MFA
4016
Morling Financial Advisors
California
$1.05M +$243K +954 +35%
IAA
4017
Ironsides Asset Advisors
North Carolina
$1.05M +$232K +910 +33%
SCM
4018
Stordahl Capital Management
Colorado
$1.05M +$119K +467 +15%
EC
4019
EdgeRock Capital
Colorado
$1.05M +$53.8K +211 +6%
HS
4020
HighVista Strategies
Massachusetts
$1.05M +$30.6K +120 +3%
GFP
4021
Guardian Financial Partners
California
$1.05M +$2.3K +9 +0.2%
HIM
4022
Hillsdale Investment Management
Ontario, Canada
$1.05M -$525K -2,060 -36%
CWM
4023
Chicago Wealth Management
Illinois
$1.04M -$329K -1,288 -26%
FGA
4024
Fortis Group Advisors
New Jersey
$1.04M +$863K +3,384 New
CCM
4025
Chiron Capital Management
Florida
$1.04M -$216K -847 -19%

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.