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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
PFA
4301
Plotkin Financial Advisors
Maryland
$639K +$91.8K +360 +19%
HCM
4302
Horrell Capital Management
Arkansas
$637K
GWM
4303
Grand Wealth Management
Michigan
$636K -$4.59K -18 -0.8%
FA
4304
Fortis Advisors
Pennsylvania
$631K
FL
4305
Fort LP
Maryland
$631K -$30.1K -118 -5%
QWM
4306
Quaker Wealth Management
New Jersey
$627K -$94.4K -370 -15%
FEG
4307
Financial Enhancement Group
Indiana
$625K +$20.4K +80 +4%
ASFA
4308
All Season Financial Advisors
Colorado
$624K +$552K +2,163 New
FI
4309
FIDELIS iM
Oregon
$623K -$107K -421 -16%
E
4310
ETFidea
New York
$623K +$30.6K +120 +6%
ES
4311
ETF Store
Kansas
$619K +$1.53K +6 +0.3%
CCM
4312
Carmel Capital Management
California
$618K
BSAM
4313
Blue Square Asset Management
New York
$614K +$543K +2,130 New
PC
4314
Prairiewood Capital
North Dakota
$614K -$12.8K -50 -2%
GRQ
4315
Gardner Russo & Quinn
Pennsylvania
$614K -$39.8K -156 -7%
AGA
4316
Arkos Global Advisors
Texas
$613K -$219K -857 -29%
CCA
4317
Conservest Capital Advisors
Pennsylvania
$609K +$510 +2 +0.1%
MWA
4318
Martel Wealth Advisors
Washington
$609K +$167K +655 +45%
LAM
4319
Lingohr Asset Management
Germany
$609K +$539K +2,112 New
DWMG
4320
DB Wealth Management Group
California
$608K
EP
4321
EPIQ Partners
Minnesota
$608K +$5.1K +20 +1%
RI
4322
Rinkey Investments
California
$607K +$99K +388 +23%
RJTCONH
4323
Raymond James Trust Company of New Hampshire
New Hampshire
$604K -$9.69K -38 -2%
SEA
4324
Stegent Equity Advisors
Texas
$603K
OCFG
4325
O'Connor Financial Group
Illinois
$603K +$533K +2,090 New

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.