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Microsoft

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
BA
4201
Ballew Advisors
Mississippi
$779K +$79.3K +311 +15%
BMD
4202
Better Money Decisions
New Mexico
$778K
MFC
4203
Morris Financial Concepts
South Carolina
$777K -$28.8K -113 -4%
DA
4204
Drake & Associates
Wisconsin
$776K +$75.8K +297 +12%
TLA
4205
Tanglewood Legacy Advisors
Texas
$774K +$255 +1 +0%
SC
4206
Soundwatch Capital
Connecticut
$774K +$685K +2,685 New
SAM
4207
Simplify Asset Management
Nevada
$773K +$684K +2,680 New
SP
4208
SWS Partners
Ohio
$772K +$683K +2,679 New
WH
4209
Whitcomb & Hess
Ohio
$770K +$377K +1,478 +124%
KHC
4210
Koesten Hirschmann & Crabtree
Kansas
$766K +$10.7K +42 +2%
SWP
4211
ShoreHaven Wealth Partners
New Jersey
$766K -$24.5K -96 -3%
SCA
4212
Stuart Chaussee & Associates
California
$766K
WF
4213
Warner Financial
Maryland
$764K
GAM
4214
Garrison Asset Management
Arkansas
$764K +$208K +817 +45%
CWM
4215
Collaborative Wealth Management
Florida
$763K -$33.9K -133 -5%
DS
4216
DRW Securities
Illinois
$763K -$3.69M -14,485 -85%
P
4217
Palladiem
Pennsylvania
$762K -$98.5K -386 -13%
PF
4218
Parker Financial
Washington
$762K -$183K -719 -21%
FFWM
4219
Future Financial Wealth Management
Ohio
$759K +$33.9K +133 +5%
JA
4220
JVL Associates
Michigan
$759K -$18.6K -73 -3%
AFIA
4221
America First Investment Advisors
Nebraska
$758K +$167K +656 +33%
SAM
4222
Sequent Asset Management
Texas
$756K -$3.83K -15 -0.6%
NCM
4223
Next Capital Management
New York
$755K
CS
4224
Capital Square
Tennessee
$755K -$413K -1,621 -38%
BWP
4225
Bernardo Wealth Planning
Pennsylvania
$754K +$4.34K +17 +0.7%

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.