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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
DLHL
4326
Donald L. Hagan LLC
Florida
$600K
DFG
4327
Demars Financial Group
Washington
$599K -$255 -1 -0%
KCM
4328
Kaye Capital Management
California
$592K -$134K -526 -20%
OBWP
4329
O'Brien Wealth Partners
Massachusetts
$592K -$119K -466 -18%
HCRE
4330
Hoya Capital Real Estate
Connecticut
$589K
MWA
4331
MFA Wealth Advisors
Pennsylvania
$588K +$765 +3 +0.1%
BAG
4332
Bridgewealth Advisory Group
California
$588K +$255 +1 +0%
WF
4333
Whelan Financial
California
$586K -$2.04K -8 -0.4%
CFS
4334
Cannon Financial Strategists
Georgia
$585K +$49.7K +195 +11%
LFGH
4335
Lee Financial Group Hawaii
Hawaii
$583K -$116K -456 -18%
BSWM
4336
Boston Standard Wealth Management
Massachusetts
$582K -$6.38K -25 -1%
PWS
4337
Private Wealth Strategies
Ohio
$580K -$31.9K -125 -6%
HA
4338
HC Advisors
Georgia
$580K +$6.12K +24 +1%
BFS
4339
Burrus Financial Services
Utah
$577K -$11.2K -44 -2%
RPSA
4340
Richard P. Slaughter Associates
Texas
$577K +$11.2K +44 +2%
SLT
4341
St Louis Trust
Missouri
$577K
TPW
4342
Tiller Private Wealth
Pennsylvania
$575K -$66.6K -261 -12%
PCMM
4343
Piedmont Capital Management (Montana)
Montana
$571K -$7.4K -29 -1%
EL
4344
EWA LLC
Pennsylvania
$570K +$471K +1,845 New
IWP
4345
IAG Wealth Partners
Wisconsin
$569K +$89.3K +350 +22%
TCG
4346
Tremblant Capital Group
Florida
$564K +$173K +678 +53%
SBF
4347
Sara-Bay Financial
Florida
$562K +$26.3K +103 +6%
SPIO
4348
Seven Post Investment Office
California
$558K
TB
4349
Treynor Bancshares
Iowa
$558K -$5.61K -22 -1%
PFC
4350
Poplar Forest Capital
California
$558K

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.