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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
W
4176
WPWealth
Texas
$813K +$55.9K +219 +8%
PFM
4177
Phillips Financial Management
Indiana
$812K +$69.1K +271 +11%
AWM
4178
Arista Wealth Management
Nevada
$811K -$33.9K -133 -5%
FWA
4179
Freedom Wealth Alliance
Wisconsin
$811K -$40.6K -159 -5%
CF
4180
Clarity Financial
Texas
$811K -$4.78M -18,756 -87%
ICM
4181
Intrepid Capital Management
Florida
$810K +$54.1K +212 +8%
BRA
4182
Biechele Royce Advisors
Indiana
$810K +$30.6K +120 +4%
OFS
4183
Oldfather Financial Services
Nebraska
$809K +$136K +535 +24%
WA
4184
Waterford Advisors
New York
$806K +$9.95K +39 +1%
WA
4185
Wealthstar Advisors
Texas
$805K +$1.02K +4 +0.1%
HPCM
4186
Hunter Perkins Capital Management
Illinois
$804K -$25.5K -100 -3%
MWP
4187
Meredith Wealth Planning
Illinois
$804K -$58.7K -230 -8%
HA
4188
HFG Advisors
Ohio
$803K -$8.42K -33 -1%
BIA
4189
Bell Investment Advisors
California
$796K -$4.85K -19 -0.7%
DI
4190
Disciplined Investments
Oklahoma
$794K +$171K +670 +32%
IWA
4191
IVC Wealth Advisors
Pennsylvania
$793K -$8.42K -33 -1%
CSIA
4192
Conrad Siegel Investment Advisors
Pennsylvania
$792K -$121K -474 -15%
BF
4193
Brogan Financial
Tennessee
$791K +$255 +1 +0%
SWAG
4194
Spectrum Wealth Advisory Group
California
$790K -$10.7K -42 -2%
HA
4195
Hofer & Associates
California
$789K
CIAS
4196
CBIZ Investment Advisory Services
Ohio
$783K -$536K -2,101 -44%
IIA
4197
Integral Investment Advisors
California
$783K -$1.27K -5 -0.2%
EW
4198
Element Wealth
Mississippi
$781K +$76.8K +301 +13%
TWP
4199
Tower Wealth Partners
Pennsylvania
$780K +$14.8K +58 +2%
SI
4200
Shaker Investments
Ohio
$779K

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.