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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
CAM
4276
Concorde Asset Management
Michigan
$681K -$462K -1,811 -43%
HIGP
4277
Hill Investment Group Partners
Missouri
$680K -$31.4K -123 -5%
LI
4278
LVZ Inc
Michigan
$680K -$2.3K -9 -0.4%
AL
4279
Arnhold LLC
New York
$678K
CSS
4280
Cubist Systematic Strategies
Connecticut
$677K -$610K -2,391 -50%
BFG
4281
Baron Financial Group
New Jersey
$676K +$765 +3 +0.1%
SPWG
4282
Sage Private Wealth Group
Illinois
$676K -$384K -1,506 -39%
APW
4283
Axim Planning & Wealth
Ohio
$675K +$1.27K +5 +0.2%
F4L
4284
Fortune 45 LLC
Louisiana
$674K +$8.16K +32 +1%
KAM
4285
KEB Asset Management
Illinois
$670K +$53.3K +209 +10%
VFG
4286
V2 Financial group
Illinois
$667K -$51K -200 -8%
PIC
4287
Portland Investment Counsel
Ontario, Canada
$667K -$51K -200 -8%
ETS
4288
ESL Trust Services
New York
$666K
SIMG
4289
Stephens Investment Management Group
Texas
$665K
MCIA
4290
Mountain Capital Investment Advisors
Colorado
$664K -$12.5K -49 -2%
KFSC
4291
Keystone Financial Services (Colorado)
Colorado
$664K -$3.32K -13 -0.6%
RFO
4292
RiverGlades Family Offices
Florida
$663K
LC
4293
Longitude (Cayman)
Cayman Islands
$663K +$587K +2,300 New
NFW
4294
Noble Family Wealth
Florida
$663K +$587K +2,300 New
WWM
4295
WJ Wealth Management
Arizona
$662K -$586K -2,297 -50%
AL
4296
ACAS LLC
California
$651K -$510 -2 -0.1%
WCM
4297
Wealthcare Capital Management
Virginia
$648K +$1.53K +6 +0.3%
EWP
4298
Elevation Wealth Partners
California
$645K +$571K +2,238 New
TAIM
4299
TD Ameritrade Investment Management
Nebraska
$645K -$51K -200 -8%
HPWM
4300
High Pines Wealth Management
Massachusetts
$643K +$3.06K +12 +0.5%

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.