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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
SFG
4151
Sterling Financial Group
California
$844K
MAM
4152
Marquette Asset Management
Minnesota
$840K
CFP
4153
Curran Financial Partners
South Carolina
$839K +$6.12K +24 +0.8%
NRA
4154
NSI Retail Advisors
Pennsylvania
$837K
CPCM
4155
Cardinal Point Capital Management
Ontario, Canada
$835K +$46.9K +184 +7%
CPWMP
4156
Cardinal Point Wealth Management Partners
California
$835K +$46.9K +184 +7%
HNWA
4157
Henrickson Nauta Wealth Advisors
Michigan
$835K +$9.18K +36 +1%
DWM
4158
Defined Wealth Management
Oregon
$835K +$255 +1 +0%
HP
4159
Hilltop Partners
Indiana
$835K +$1.02K +4 +0.1%
KLI
4160
Kelman-Lazarov Inc
Tennessee
$834K -$13.8K -54 -2%
LFA
4161
Lauterbach Financial Advisors
Texas
$833K
FPIS
4162
Financial Planning & Information Services
Wisconsin
$833K
SPI
4163
Sutton Place Investors
New York
$832K +$25K +98 +4%
GCM
4164
G2 Capital Management
Ohio
$830K +$15.8K +62 +2%
WEPOG
4165
Wealth Enhancement & Preservation of GA
Georgia
$829K +$1.79K +7 +0.2%
LGA
4166
Lebenthal Global Advisors
New York
$828K -$351K -1,376 -32%
WFA
4167
Websterrogers Financial Advisors
South Carolina
$826K -$8.67K -34 -1%
RA
4168
Riverstone Advisors
Texas
$823K -$14.3K -56 -2%
KIC
4169
Keating Investment Counselors
Florida
$823K -$310K -1,215 -30%
LWA
4170
Lowe Wealth Advisors
Maryland
$820K -$15.3K -60 -2%
ODFS
4171
O'Donnell Financial Services
California
$820K +$24K +94 +3%
CIG
4172
Cairn Investment Group
Washington
$818K -$112K -441 -13%
DI
4173
DDFG Inc
California
$818K -$5.36K -21 -0.7%
DIP
4174
Davis Investment Partners
North Carolina
$816K
BWM
4175
Brickley Wealth Management
California
$813K -$20.4K -80 -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.