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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
FF
4076
Francis Financial
$958K +$184K +720 +28%
HWM
4077
Howard Wealth Management
Connecticut
$958K -$30.6K -120 -3%
OFG
4078
Omega Financial Group
California
$956K -$62.8K -246 -7%
TWM
4079
Trinity Wealth Management
Pennsylvania
$956K -$65K -255 -7%
CWA
4080
Capital Wealth Alliance
Arizona
$955K +$3.57K +14 +0.4%
SWA
4081
Sightline Wealth Advisors
Connecticut
$954K -$162K -636 -16%
CCM
4082
Compton Capital Management
Rhode Island
$953K -$1.64M -6,435 -66%
SFP
4083
Strategic Financial Partners
Oregon
$953K -$7.65K -30 -0.9%
VBWMG
4084
Von Berge Wealth Management Group
California
$952K +$2.81K +11 +0.3%
SI
4085
Symmetry Investments
Jersey
$951K -$689K -2,700 -45%
FWI
4086
Facet Wealth Inc
Maryland
$951K -$105K -412 -11%
Commonwealth Equity Services
4087
Commonwealth Equity Services
Massachusetts
$946K +$17.3M +67,642 +2%
AAM
4088
Austin Asset Management
Texas
$946K +$79.3K +311 +10%
CFA
4089
Camarda Financial Advisors
Florida
$946K -$5.36K -21 -0.6%
WIA
4090
World Investment Advisors
California
$945K +$57.1K +224 +7%
PP
4091
Paloma Partners
Connecticut
$944K +$835K +3,273 New
CIR
4092
Clear Investment Research
Georgia
$940K +$37K +145 +5%
FWM
4093
FMB Wealth Management
California
$939K -$159K -622 -16%
GPA
4094
Guidance Point Advisors
Massachusetts
$939K -$8.93K -35 -1%
YWM
4095
Yoder Wealth Management
California
$936K +$828K +3,247 New
DCBT
4096
Dakota Community Bank & Trust
North Dakota
$936K +$67.1K +263 +9%
RFG
4097
RFP Financial Group
Georgia
$936K -$5.27M -20,653 -86%
PIA
4098
Powell Investment Advisors
Florida
$933K +$162K +634 +24%
APC
4099
Asset Planning Corporation
Tennessee
$931K
JTWM
4100
Jackson Thornton Wealth Management
Alabama
$929K +$110K +433 +16%

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.