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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
APS
4401
American Planning Services
Florida
$493K +$169K +661 +63%
HIA
4402
HTG Investment Advisors
Connecticut
$492K +$48.2K +189 +12%
ACM
4403
Alamar Capital Management
California
$491K +$765 +3 +0.2%
C1AG
4404
Client 1st Advisory Group
Florida
$491K -$269K -1,054 -38%
CP
4405
Camelot Portfolios
Ohio
$491K -$35.5K -139 -8%
BWA
4406
Brave Warrior Advisors
New York
$490K
KIM
4407
Karpus Investment Management
New York
$490K
PP
4408
PFS Partners
New Jersey
$489K +$13K +51 +3%
TFA
4409
Tobias Financial Advisors
Florida
$488K -$94.4K -370 -18%
BW
4410
Basepoint Wealth
Iowa
$482K +$20.2K +79 +5%
RA
4411
Resolute Advisors
California
$482K
SCI
4412
Stableford Capital II
Arizona
$481K -$5.19M -20,340 -91%
BWIA
4413
Bryant Woods Investment Advisors
New York
$478K +$129K +506 +44%
NECFA
4414
New England Capital Financial Advisors
Connecticut
$476K +$9.69K +38 +2%
SFPG
4415
Stonebridge Financial Planning Group
Florida
$475K -$51.3K -201 -11%
W
4416
WorthPointe
California
$475K -$72.4K -284 -15%
PFA
4417
Pinnacle Family Advisors
Missouri
$475K +$5.1K +20 +1%
BAM
4418
Banta Asset Management
California
$475K
LHEI
4419
Leo H. Evart Inc
California
$473K +$255 +1 +0.1%
HFA
4420
Highland Financial Advisors
New Jersey
$472K -$765 -3 -0.2%
IPW
4421
Intergy Private Wealth
Colorado
$466K +$116K +455 +39%
FWS
4422
FinDec Wealth Services
California
$466K +$18.6K +73 +5%
TSS
4423
Thomas Story & Son
Indiana
$466K
GWM
4424
GoalFusion Wealth Management
Texas
$466K +$6.89K +27 +2%
HWA
4425
Hilltop Wealth Advisors
North Carolina
$465K +$25.5K +100 +7%

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.