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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
OAJ
4126
Ogorek Anthony Joseph
New York
$881K +$114K +447 +17%
OAM
4127
Oberweis Asset Management
Illinois
$881K
AC
4128
AWM Capital
Arizona
$880K +$11.7K +46 +2%
CAM
4129
CPA Asset Management
Florida
$879K +$37.2K +146 +5%
RC
4130
Rovin Capital
Arizona
$879K -$40K -157 -5%
SPW
4131
Surience Private Wealth
Washington
$879K +$356K +1,396 +85%
BIA
4132
BHK Investment Advisors
Alabama
$878K +$266K +1,043 +52%
SW
4133
SMART Wealth
Nebraska
$873K +$157K +617 +26%
HCP
4134
Holt Capital Partners
Texas
$873K -$26K -102 -3%
ETIA
4135
Epic Trust Investment Advisors
Washington
$872K +$51.5K +202 +7%
SCM
4136
Seascape Capital Management
New Hampshire
$872K +$20.7K +81 +3%
RIA
4137
Richwood Investment Advisors
Ohio
$868K -$7.65K -30 -1%
XSC
4138
X-Square Capital
Puerto Rico
$867K -$147K -577 -16%
HIM
4139
Hanlon Investment Management
New Jersey
$866K +$17.6K +69 +2%
AFM
4140
Anson Funds Management
Texas
$865K -$510K -2,000 -40%
ACM
4141
Ascendant Capital Management
California
$865K +$332K +1,300 +76%
ST
4142
Sageworth Trust
Pennsylvania
$863K +$139K +543 +22%
SC
4143
Saiph Capital
New Jersey
$862K +$21.2K +83 +3%
LFS
4144
Lutz Financial Services
Nebraska
$860K +$51.8K +203 +7%
CM
4145
Columbus Macro
Pennsylvania
$859K +$151K +592 +25%
AFS
4146
Axiom Financial Strategies
Indiana
$856K -$6.89K -27 -0.9%
ODG
4147
O'Dell Group
Ohio
$852K +$36.5K +143 +5%
SF
4148
Safeguard Financial
Wisconsin
$849K +$239K +938 +47%
VPP
4149
Vertex Planning Partners
Illinois
$849K -$834K -3,270 -53%
MWM
4150
McNaughton Wealth Management
California
$846K +$20.2K +79 +3%

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.