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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
HC
4451
Hoese & Co
Minnesota
$436K
TIM
4452
Triad Investment Management
California
$432K
CG
4453
Cutler Group
California
$432K -$7.4M -29,000 -95%
MWM
4454
Maripau Wealth Management
Indiana
$431K -$51.3K -201 -12%
NWA
4455
Navis Wealth Advisors
New York
$429K -$14.8K -58 -4%
SCP
4456
Stevens Capital Partners
Nebraska
$429K +$61K +239 +19%
GFWA
4457
Grey Fox Wealth Advisors
Delaware
$429K -$70.1K -275 -16%
RWA
4458
Redmont Wealth Advisors
Illinois
$428K -$322K -1,262 -46%
OFA
4459
Oak Family Advisors
Illinois
$424K -$1.12M -4,403 -75%
VFPW
4460
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K +$7.91K +31 +2%
CWR
4461
Chico Wealth RIA
California
$420K
LFA
4462
Level Financial Advisors
New York
$420K -$10.7K -42 -3%
PDM
4463
Penn Davis McFarland
Texas
$418K -$66.1K -259 -15%
TFP
4464
TrueWealth Financial Partners
Washington
$418K +$370K +1,450 New
GWAG
4465
Garrett Wealth Advisory Group
Texas
$415K +$255 +1 +0.1%
DT
4466
Daniels + Tansey
Delaware
$415K -$12.2K -48 -3%
PVAMC
4467
PPS&V Asset Management Consultants
Michigan
$415K +$255 +1 +0.1%
AWMNH
4468
Arcadia Wealth Management (New Hampshire)
New Hampshire
$413K -$18.9K -74 -5%
TFA
4469
TPG Financial Advisors
Oregon
$413K -$26.3K -103 -7%
JFGLC
4470
Johnson Financial Group LLC (Colorado)
Colorado
$413K +$99.5K +390 +37%
FA
4471
Fiducient Advisors
Illinois
$412K -$3.01M -11,783 -89%
SFMG
4472
Sage Financial Management Group
Virginia
$410K
AIA
4473
Armor Investment Advisors
North Carolina
$409K -$93.6K -367 -21%
CA
4474
Cresta Advisors
Texas
$405K +$358K +1,405 New
TA
4475
Teramo Advisors
Florida
$405K

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.