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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
TFA
4051
Trinity Financial Advisors
Ohio
$996K -$198K -775 -18%
BBA
4052
Braun-Bostich & Associates
Pennsylvania
$996K +$48K +188 +6%
BWA
4053
Beam Wealth Advisors
Louisiana
$995K -$81.1K -318 -8%
AFO
4054
Arrowroot Family Office
California
$993K +$879K +3,446 New
FGG
4055
Financial Guidance Group
Florida
$991K
BCM
4056
Birmingham Capital Management
Alabama
$991K -$26K -102 -3%
RWM
4057
Reston Wealth Management
Virginia
$988K -$25.5K -100 -3%
TW
4058
Towerpoint Wealth
California
$988K +$73.2K +287 +9%
AA
4059
ACT Advisors
North Carolina
$987K -$2.04K -8 -0.2%
LWMNY
4060
Landmark Wealth Management (New York)
New York
$987K +$635K +2,490 +266%
AFS
4061
Annapolis Financial Services
Maryland
$985K +$6.63K +26 +0.8%
KA
4062
Kooman & Associates
Pennsylvania
$984K +$13K +51 +2%
PI
4063
Parkside Investments
Illinois
$982K +$23.7K +93 +3%
BWM
4064
Blossom Wealth Management
California
$977K +$26.5K +104 +3%
FS
4065
Ferguson Shapiro
Georgia
$976K +$1.02K +4 +0.1%
YWS
4066
Yarger Wealth Strategies
Ohio
$975K +$2.3K +9 +0.3%
DC
4067
Defender Capital
North Carolina
$974K +$361K +1,414 +72%
CM
4068
CastleKnight Management
New York
$973K -$765K -3,000 -47%
AFP
4069
Alpha Financial Partners
Kentucky
$971K -$13.5K -53 -2%
TWD
4070
True Wealth Design
Ohio
$970K +$37.2K +146 +5%
TWA
4071
TPB Wealth Advisors
Texas
$966K -$583K -2,284 -41%
BAMG
4072
Brand Asset Management Group
Missouri
$964K -$337K -1,321 -28%
MAG
4073
Mayfair Advisory Group
Alabama
$961K -$3.06K -12 -0.4%
NWMG
4074
National Wealth Management Group
Ohio
$960K +$360K +1,410 +83%
GCP
4075
GSA Capital Partners
United Kingdom
$960K +$849K +3,329 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.