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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
DWMS
4426
Dominguez Wealth Management Solutions
Virginia
$465K +$83.2K +326 +25%
LWP
4427
Laurel Wealth Planning
Minnesota
$464K -$1.27K -5 -0.3%
DMKJ
4428
David M. Knott Jr
$463K
AFA
4429
Atlas Financial Advisors
California
$462K -$38K -149 -8%
PWS
4430
Precision Wealth Strategies
Missouri
$462K -$219K -860 -35%
BWM
4431
BCS Wealth Management
Tennessee
$462K -$1.28M -5,037 -76%
PFT
4432
Providence First Trust
Arizona
$460K -$12.8K -50 -3%
T
4433
TOBAM
France
$459K
SEM
4434
Strategic Equity Management
Arizona
$459K
AWM
4435
AAF Wealth Management
Massachusetts
$458K -$55.9K -219 -12%
MFG
4436
Mendota Financial Group
Wisconsin
$455K +$1.02K +4 +0.3%
TPW
4437
TL Private Wealth
Texas
$453K
CWM
4438
Capital Wealth Management
Rhode Island
$451K +$399K +1,566 New
WFA
4439
West Financial Advisors
Iowa
$449K
NI
4440
NFC Investments
Tennessee
$447K
HSA
4441
Hussman Strategic Advisors
Maryland
$447K -$1.98M -7,750 -83%
EPWM
4442
Essex Private Wealth Management
Massachusetts
$446K +$6.63K +26 +2%
SWM
4443
Shakespeare Wealth Management
Wisconsin
$442K +$255 +1 +0.1%
MSWMA
4444
Market Street Wealth Management Advisors
Indiana
$441K +$32.4K +127 +9%
WAM
4445
Weiss Asset Management
Massachusetts
$440K -$153K -598 -28%
BFS
4446
Beacon Financial Strategies
North Carolina
$440K
LIM
4447
Lagoda Investment Management
New York
$440K
FP
4448
Foundry Partners
Minnesota
$440K
BBL
4449
Beck Bode LLC
Massachusetts
$438K -$3.01M -11,817 -89%
MWM
4450
MBE Wealth Management
Wisconsin
$437K

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.