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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
LCM
4551
Linker Capital Management
Kentucky
$308K
WFC
4552
Western Financial Corp
California
$308K -$739K -2,899 -73%
HPA
4553
High Probability Advisors
New York
$306K -$36.7K -144 -12%
OFP
4554
OLIO Financial Planning
Virginia
$306K -$8.16K -32 -3%
IFA
4555
Interactive Financial Advisors
Illinois
$303K
SC
4556
Saybrook Capital
North Carolina
$303K
JCG
4557
John C. Goff
$300K +$265K +1,040 New
WC
4558
Weil Company
California
$299K -$96.2K -377 -27%
ACM
4559
Ardent Capital Management
Ohio
$298K
MAP
4560
Milestone Advisory Partners
North Carolina
$298K
WIM
4561
Warwick Investment Management
Texas
$298K +$2.3K +9 +0.9%
AC
4562
Avant Capital
Louisiana
$296K +$765 +3 +0.3%
SHFP
4563
Second Half Financial Partners
Florida
$296K -$17.9K -70 -6%
SA
4564
Sunesis Advisors
Kansas
$293K +$259K +1,017 New
FPCG
4565
Forum Private Client Group
Indiana
$293K +$5.61K +22 +2%
AIA
4566
Acute Investment Advisory
Arizona
$292K -$3.57K -14 -1%
TWM
4567
Tanglewood Wealth Management
Texas
$292K -$1.02K -4 -0.4%
HCA
4568
Hyperion Capital Advisors
New York
$290K
BP
4569
BFAM Partners
Hong Kong
$288K +$255K +1,000 New
AFCM
4570
Applied Finance Capital Management
Puerto Rico
$288K +$255K +998 New
HB
4571
Horizon Bancorp
Indiana
$285K -$292K -1,143 -54%
DGI
4572
Disciplined Growth Investors
Minnesota
$283K -$103K -405 -29%
CFGF
4573
Compass Financial Group (Florida)
Florida
$283K -$20.9K -82 -8%
SWM
4574
Seaside Wealth Management
California
$282K
MFG
4575
Marmo Financial Group
Tennessee
$281K +$3.83K +15 +2%

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.