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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
BC
4351
Brio Consultants
California
$554K +$45.4K +178 +10%
CFG
4352
Compton Financial Group
Maryland
$553K +$36.7K +144 +8%
GWA
4353
Geometric Wealth Advisors
District of Columbia
$552K
PWM
4354
Provident Wealth Management
Tennessee
$551K +$53.8K +211 +12%
CFP
4355
Cypress Financial Planning
New Jersey
$551K +$5.36K +21 +1%
SSWG
4356
Seven Springs Wealth Group
Tennessee
$550K
PI
4357
Pachira Investments
California
$549K -$332K -1,300 -41%
HG
4358
Harbor Group
New Hampshire
$548K +$68.9K +270 +17%
PCM
4359
Presidio Capital Management
California
$548K +$7.65K +30 +2%
RDIA
4360
RE Dickinson Investment Advisors
Iowa
$546K +$17.9K +70 +4%
JPLA
4361
Joseph P. Lucia & Associates
New York
$545K -$1.53K -6 -0.3%
WCP
4362
Welch Capital Partners
New York
$545K -$380K -1,490 -44%
MBFW
4363
Morton Brown Family Wealth
Pennsylvania
$544K +$12K +47 +3%
WRM
4364
Weybosset Research & Management
Rhode Island
$540K +$7.65K +30 +2%
AWM
4365
Activest Wealth Management
Florida
$540K +$484K +1,899 New
OFG
4366
OmniStar Financial Group
North Carolina
$537K +$474K +1,860 New
KL
4367
KilterHowling LLC
Colorado
$535K -$33.7K -132 -7%
AFG
4368
Affinia Financial Group
Massachusetts
$534K +$255 +1 +0.1%
FFP
4369
Forbes Financial Planning
Rhode Island
$532K +$9.18K +36 +2%
MAM
4370
MMA Asset Management
Pennsylvania
$530K -$37K -145 -7%
T
4371
TNF
Montana
$530K -$11.2K -44 -2%
R
4372
Rebalance
California
$529K +$17.3K +68 +4%
SL
4373
Stevard LLC
Illinois
$525K +$75.5K +296 +19%
JC
4374
Jentner Corp
Ohio
$524K
JF
4375
Joule Financial
Kentucky
$522K -$255 -1 -0.1%

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.