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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
RGF
4101
Retirement Guys Formula
Ohio
$926K +$73.5K +288 +10%
CW
4102
Cook Wealth
North Carolina
$924K +$17.9K +70 +2%
FWMM
4103
Foundation Wealth Management (Missouri)
Missouri
$923K -$396K -1,551 -33%
PD
4104
Planning Directions
Pennsylvania
$923K +$1.79K +7 +0.2%
AWA
4105
Alaska Wealth Advisors
Alaska
$920K
HWM
4106
HighMark Wealth Management
Minnesota
$919K +$312K +1,224 +62%
CWA
4107
Centennial Wealth Advisory
Michigan
$919K +$131K +512 +19%
AWM
4108
Aspire Wealth Management
Massachusetts
$916K +$12.2K +48 +2%
CCM
4109
Colorado Capital Management
Colorado
$915K -$51K -200 -6%
MFA
4110
McClarren Financial Advisors
Pennsylvania
$911K +$510 +2 +0.1%
RBCM
4111
Raub Brock Capital Management
California
$910K +$223K +875 +38%
WCWM
4112
Willow Creek Wealth Management
California
$907K -$1.27K -5 -0.2%
GWSA
4113
Global Wealth Strategies & Associates
Colorado
$906K -$251K -984 -24%
VW
4114
Vance Wealth
California
$906K +$267K +1,048 +50%
QT
4115
Quantamental Technologies
New York
$903K -$1.14M -4,486 -59%
CSIA
4116
Charles Schwab Investment Advisory
California
$902K -$11.2K -44 -1%
RA
4117
Rise Advisors
New York
$901K -$137K -538 -15%
EGWAG
4118
Elwood & Goetz Wealth Advisory Group
Georgia
$900K +$6.38K +25 +0.8%
CCA
4119
Conestoga Capital Advisors
Pennsylvania
$899K -$10.2K -40 -1%
LRIC
4120
Long Road Investment Counsel
Michigan
$899K
KWM
4121
KFG Wealth Management
Indiana
$899K -$1.02K -4 -0.1%
OPFM
4122
Optimus Prime Fund Management
Cayman Islands
$894K +$791K +3,100 New
RRA
4123
Round Rock Advisors
Connecticut
$891K -$95.4K -374 -11%
HP
4124
Hyperion Partners
Pennsylvania
$890K +$102K +400 +15%
AWA
4125
Archvest Wealth Advisors
California
$888K +$14.5K +57 +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.