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Microsoft

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
UIA
4376
Ulland Investment Advisors
Minnesota
$520K -$29.8K -117 -6%
MC
4377
Merlin Capital
Rhode Island
$518K
FCC
4378
Flower City Capital
New York
$516K +$128K +500 +39%
CMTU
4379
Capital Markets Trading (UK)
United Kingdom
$515K +$456K +1,787 New
SCM
4380
Shapiro Capital Management
Georgia
$515K +$510 +2 +0.1%
HT
4381
Headlands Technologies
Illinois
$513K +$454K +1,780 New
PAA
4382
Peregrine Asset Advisers
Oregon
$513K -$70.1K -275 -13%
AWA
4383
AmeriServ Wealth Advisors
Pennsylvania
$510K -$111K -434 -20%
WC
4384
Wexford Capital
Florida
$509K +$450K +1,766 New
EW
4385
Enzi Wealth
Texas
$509K
IW
4386
Instrumental Wealth
Florida
$506K +$424K +1,662 New
QC
4387
QCM Cayman
Texas
$506K +$447K +1,754 New
WCP
4388
Wick Capital Partners
Pennsylvania
$504K -$314K -1,231 -41%
BIA
4389
Barry Investment Advisors
Massachusetts
$503K +$52K +204 +13%
DFA
4390
DHJJ Financial Advisors
Illinois
$503K -$15.3K -60 -3%
CCA
4391
Cadent Capital Advisors
Oklahoma
$502K +$510 +2 +0.1%
AWM
4392
Altus Wealth Management
Kentucky
$502K +$61.2K +240 +16%
TA
4393
Tactive Advisors
Florida
$500K +$77K +302 +21%
BF
4394
Blankinship & Foster
California
$499K
RWM
4395
Ruedi Wealth Management
Illinois
$499K -$19.9K -78 -4%
MAM
4396
McCarthy Asset Management
California
$498K
ACM
4397
Arlington Capital Management
Illinois
$498K +$765 +3 +0.2%
KIA
4398
Kraematon Investment Advisors
Massachusetts
$498K -$63.5K -249 -13%
IA
4399
Inspire Advisors
Idaho
$498K +$212K +831 +93%
LJCM
4400
Lee Johnson Capital Management
Texas
$495K -$19.9K -78 -4%

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.