We are live on ! Find out more
MSFT icon

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
JWS
4226
Juncture Wealth Strategies
Arizona
$754K +$13.8K +54 +2%
C
4227
Covestor
United Kingdom
$754K -$328K -1,287 -33%
TWA
4228
Tandem Wealth Advisors
Arizona
$752K -$3.06K -12 -0.5%
NQWM
4229
Northwest Quadrant Wealth Management
Oregon
$750K -$61.7K -242 -9%
GCM
4230
Glaxis Capital Management
Florida
$750K
MFGP
4231
Marshall Financial Group (Pennsylvania)
Pennsylvania
$747K
PWMAI
4232
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$747K -$6.12K -24 -0.9%
SFP
4233
Sterling Financial Planning
New Jersey
$746K -$8.67K -34 -1%
FCG
4234
Financial Connections Group
California
$746K -$131K -512 -17%
GC
4235
Gibson Capital
Pennsylvania
$743K +$3.57K +14 +0.5%
HAS
4236
Holland Advisory Services
Florida
$743K +$255 +1 +0%
IF
4237
Insight Folios
North Carolina
$741K +$7.91K +31 +1%
SM
4238
Sensible Money
Arizona
$741K +$20.9K +82 +3%
AA
4239
Aufman Associates
Pennsylvania
$740K +$1.02K +4 +0.2%
Harris Associates
4240
Harris Associates
Illinois
$740K +$191K +750 +41%
BAM
4241
Bosun Asset Management
Illinois
$737K -$1.79K -7 -0.3%
CCP
4242
Carmel Capital Partners
California
$731K -$87.7K -344 -12%
SS
4243
Sound Stewardship
Kansas
$728K -$27.3K -107 -4%
NFGCM
4244
Norman Fields Gottscho Capital Management
New York
$728K -$1.02K -4 -0.2%
CI
4245
Cavalier Investments
Georgia
$728K -$638K -2,502 -50%
TIM
4246
Total Investment Management
Arizona
$724K +$182K +712 +40%
OCG
4247
Opus Capital Group
Ohio
$722K -$113K -442 -15%
TFG
4248
Tilson Financial Group
New Jersey
$720K +$1.53K +6 +0.2%
OGF
4249
Orin Green Financial
California
$720K -$109K -428 -15%
IDA
4250
Intelligence Driven Advisers
California
$718K -$26.5K -104 -4%

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.