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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
LFG
4026
Lockerman Financial Group
California
$1.04M +$11.5K +45 +1%
FAM
4027
Fenimore Asset Management
New York
$1.04M +$87K +341 +10%
BPGAM
4028
BTG Pactual Global Asset Management
Bermuda
$1.04M -$2.76M -10,819 -75%
MRWM
4029
ML&R Wealth Management
Texas
$1.04M +$366K +1,435 +66%
AMR
4030
Asset Management Resources
Massachusetts
$1.03M +$144K +564 +19%
NFP
4031
NorthLanding Financial Partners
New York
$1.03M -$45.7K -179 -5%
GC
4032
Giverny Capital
Quebec, Canada
$1.03M
TFA
4033
Tranquilli Financial Advisor
New Jersey
$1.03M +$79.1K +310 +9%
PP
4034
PrairieView Partners
Minnesota
$1.03M -$4.59K -18 -0.5%
BWM
4035
BCGM Wealth Management
Indiana
$1.03M -$218K -855 -19%
MA
4036
MAS Advisors
Florida
$1.02M -$144K -564 -14%
SOAG
4037
Silver Oak Advisory Group
Oregon
$1.02M -$25.5K -100 -3%
MFT
4038
Moisand Fitzgerald Tamayo
Florida
$1.02M -$307K -1,203 -25%
ECM
4039
EMC Capital Management
Texas
$1.01M
GCM
4040
Gallacher Capital Management
Colorado
$1.01M -$15.8K -62 -2%
PWA
4041
PCG Wealth Advisors
Kansas
$1.01M -$40.3K -158 -4%
WAM
4042
Winslow Asset Management
Ohio
$1.01M -$12K -47 -1%
NSG
4043
Nalls Sherbakoff Group
Tennessee
$1M +$902K +3,535 New
EARNEST Partners
4044
EARNEST Partners
Georgia
$1M
WFA
4045
Wade Financial Advisory
California
$1M
LP
4046
LGL Partners
Pennsylvania
$1M -$7.4K -29 -0.8%
ACA
4047
Ackerman Capital Advisors
Texas
$1,000K -$79.1K -310 -8%
PS
4048
Portfolio Strategies
New York
$999K +$25.8K +101 +3%
BA
4049
Bellwether Advisors
Nebraska
$997K -$24.5K -96 -3%
PWM
4050
Peterson Wealth Management
Nevada
$996K +$14.8K +58 +2%

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.