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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
SG
4501
Sharper & Granite
California
$368K -$30.6K -120 -9%
CCMIC
4502
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$367K
BWM
4503
Benchmark Wealth Management
Connecticut
$362K -$41.1K -161 -11%
BC
4504
Barnett & Company
Tennessee
$362K +$320K +1,255 New
BWL
4505
Beacon Wealthcare LLC
North Carolina
$362K +$50.5K +198 +19%
DA
4506
DSC Advisors
Illinois
$360K -$60.2K -236 -16%
DSCM
4507
Del-Sette Capital Management
New York
$360K -$805K -3,157 -72%
PFG
4508
Peterson Financial Group
Iowa
$359K -$5.01M -19,646 -94%
MWM
4509
MorganRosel Wealth Management
Colorado
$356K -$18.6K -73 -6%
GWMI
4510
Guardian Wealth Management (Illinois)
Illinois
$354K +$255 +1 +0.1%
WMWM
4511
Whitaker-Myers Wealth Managers
Ohio
$353K +$47.4K +186 +18%
JMF
4512
Johnson Midwest Financial
Iowa
$353K +$510 +2 +0.2%
GF
4513
Goodman Financial
Texas
$353K +$312K +1,224 New
AFG
4514
Arkansas Financial Group
Arkansas
$353K
UCIG
4515
Ulrich Consultants & Investment Group
New Mexico
$353K +$18.6K +73 +6%
OF
4516
Outfitter Financial
Maine
$352K -$34.7K -136 -10%
TDC
4517
Thompson Davis & Co
Virginia
$350K -$98.5K -386 -24%
BI
4518
Bramshill Investments
Florida
$343K +$148K +582 +96%
XT
4519
XTX Topco
Cayman Islands
$342K +$303K +1,186 New
FOFP
4520
Fee-Only Financial Planning
South Carolina
$340K
AAM
4521
Ameraudi Asset Management
New York
$340K -$27.5K -108 -8%
RFP
4522
Root Financial Partners
California
$339K +$300K +1,175 New
AFS
4523
AFG Fiduciary Services
Massachusetts
$338K
TLFA
4524
True Link Financial Advisors
California
$337K -$33.7K -132 -10%
WFPG
4525
Waller Financial Planning Group
Ohio
$336K

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.