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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
RCG
4251
Resource Consulting Group
Florida
$716K +$2.55K +10 +0.4%
DP
4252
Denver PWM
Colorado
$715K -$282K -1,107 -32%
CIS
4253
Continental Investors Services
Washington
$712K +$1.27K +5 +0.2%
UWM
4254
USAdvisors Wealth Management
Minnesota
$711K +$29.6K +116 +5%
FWM
4255
ForthRight Wealth Management
Georgia
$711K +$131K +512 +26%
EWM
4256
Endowment Wealth Management
Wisconsin
$709K +$2.81K +11 +0.4%
CCA
4257
Covey Capital Advisors
Georgia
$706K
SMG
4258
Smart Money Group
Texas
$704K +$15.1K +59 +3%
HFW
4259
Horizon Family Wealth
Illinois
$702K +$6.89K +27 +1%
PBF
4260
Petix & Botte Financial
California
$702K +$621K +2,434 New
MWA
4261
Monograph Wealth Advisors
California
$700K -$217K -850 -26%
TAM
4262
Tucker Asset Management
Colorado
$699K +$58.9K +231 +11%
NFP
4263
Narus Financial Partners
Utah
$699K -$18.4K -72 -3%
AA
4264
AJ Advisors
Tennessee
$697K -$14K -55 -2%
BWA
4265
BlueSky Wealth Advisors
North Carolina
$697K -$14.8K -58 -2%
WA
4266
WESPAC Advisors
California
$696K -$6.68M -26,196 -92%
GCL
4267
Gouws Capital LLC
North Carolina
$695K -$20.9K -82 -3%
CFC
4268
Coyle Financial Counsel
Illinois
$692K +$7.65K +30 +1%
BHWA
4269
Beacon Harbor Wealth Advisors
Virginia
$692K -$765K -3,000 -56%
WIC
4270
Wilkins Investment Counsel
Massachusetts
$692K -$51K -200 -8%
SW
4271
Simplicity Wealth
New Jersey
$691K -$42.9K -168 -7%
AI
4272
ArchPoint Investors
Florida
$688K +$1.02K +4 +0.2%
MIM
4273
Martin Investment Management
Florida
$687K +$510 +2 +0.1%
DFCM
4274
Dark Forest Capital Management
Puerto Rico
$684K +$606K +2,374 New
AW
4275
Avion Wealth
Texas
$681K +$106K +414 +17%

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.