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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
LSERS
401
Louisiana State Employees Retirement System
Louisiana
$222M +$612K +2,400 +0.3%
OPERF
402
Oregon Public Employees Retirement Fund
Oregon
$222M -$2.86M -11,203 -1%
O
403
Ossiam
France
$221M +$67.5M +264,785 +53%
BFS
404
Bradley Foster & Sargent
Connecticut
$220M +$642K +2,518 +0.3%
JIC
405
Johnson Investment Counsel
Ohio
$219M +$463K +1,815 +0.2%
DILIC
406
Dai-ichi Life Insurance Company
Japan
$217M -$5.37M -21,065 -3%
OC
407
Oppenheimer & Co
New York
$215M +$5.45M +21,379 +3%
MIM
408
Meridiem Investment Management
United Kingdom
$213M +$1.97M +7,726 +1%
SC
409
Saturna Capital
Washington
$212M +$20.5M +80,316 +12%
WJWM
410
Williams Jones Wealth Management
New York
$211M -$1.79M -7,020 -0.9%
FT
411
Fiduciary Trust
Massachusetts
$211M -$2.19M -8,582 -1%
FCI
412
Financial Counselors Inc
Kansas
$211M +$4.49M +17,595 +2%
TF
413
TIAA FSB
Florida
$211M -$15.2M -59,760 -8%
DFO
414
Duquesne Family Office
New York
$210M +$186M +729,040 New
OAM
415
Oppenheimer Asset Management
New York
$209M -$3.3M -12,919 -2%
BSA
416
Braun Stacey Associates
New York
$209M +$88.9M +348,471 +92%
WIM
417
Waverton Investment Management
United Kingdom
$208M -$3.18M -12,459 -2%
DADC
418
D.A. Davidson & Co
Montana
$206M +$1.41M +5,530 +0.8%
AM
419
AGF Management
Ontario, Canada
$206M -$8.08M -31,686 -4%
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$204M +$6.86M +26,901 +4%
SBH
421
Segall Bryant & Hamill
Illinois
$203M -$2.85M -11,174 -2%
EAM
422
Erste Asset Management
Austria
$203M +$12.9M +50,680 +8%
DWA
423
Douglass Winthrop Advisors
New York
$201M -$1.24M -4,870 -0.7%
WHG
424
Westwood Holdings Group
Texas
$201M -$3.03M -11,862 -2%
GLA
425
Great Lakes Advisors
Illinois
$199M +$97.9M +383,676 +125%

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.