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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
CRG
4526
Cornerstone Retirement Group
Nevada
$335K +$58.2K +228 +24%
RCYC
4527
Richard C. Young & Co
Rhode Island
$334K +$296K +1,160 New
BBWP
4528
Beacon Bridge Wealth Partners
Pennsylvania
$334K +$79.8K +313 +37%
MFG
4529
MTM Financial Group
Pennsylvania
$333K +$1.53K +6 +0.5%
SMF
4530
Sterling Manor Financial
New York
$329K
BP
4531
BCK Partners
New York
$328K
TCFP
4532
Treasure Coast Financial Planning
Florida
$325K +$25.5K +100 +10%
HIS
4533
Harvest Investment Services
Illinois
$324K -$157K -616 -35%
CAG
4534
Compass Advisory Group
New York
$323K +$286K +1,120 New
DWM
4535
Dopkins Wealth Management
New York
$321K
WIC
4536
Whitegate Investment Counselors
New Hampshire
$318K +$765 +3 +0.3%
RIA
4537
Retirement Investment Advisors
Oklahoma
$316K +$280K +1,096 New
FA
4538
Financial Alternatives
California
$315K
TC
4539
TAGStone Capital
North Carolina
$314K +$510 +2 +0.2%
KCM
4540
KM Capital Management
Texas
$313K +$277K +1,087 New
F
4541
Fithian
New York
$313K +$255 +1 +0.1%
MIAS
4542
Mason Investment Advisory Services
Virginia
$313K -$332K -1,302 -55%
LWIC
4543
Leith Wheeler Investment Counsel
British Columbia, Canada
$313K -$102K -398 -27%
SC
4544
Steph & Co
Wisconsin
$312K
BSG
4545
Black Swift Group
Colorado
$311K -$69.1K -271 -20%
AA
4546
AlphaMark Advisors
Kentucky
$311K -$16.1K -63 -6%
CFO
4547
Custos Family Office
Texas
$311K +$26.8K +105 +11%
WI
4548
WJ Interests
Texas
$310K -$10.2K -40 -4%
ACM
4549
Alethea Capital Management
Washington
$310K
BFP
4550
Beacon Financial Planning
Massachusetts
$309K

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.