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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
ACM
4576
Antonetti Capital Management
Florida
$281K -$213K -836 -46%
LTL
4577
Lowery Thomas LLC
California
$281K -$8.16K -32 -3%
1CM
4578
1492 Capital Management
Wisconsin
$281K -$38.8K -152 -14%
SG
4579
Strid Group
Pennsylvania
$280K
TFP
4580
Triune Financial Partners
Kansas
$279K +$3.83K +15 +2%
LAM
4581
Lountzis Asset Management
Pennsylvania
$278K
OKSA
4582
O'Keefe Stevens Advisory
New York
$277K +$245K +961 New
RBC
4583
Rye Brook Capital
Connecticut
$275K
PCM
4584
Perritt Capital Management
Illinois
$274K
PFG
4585
Piershale Financial Group
Illinois
$274K
VIA
4586
Virtus Investment Advisers
Connecticut
$274K
SWM
4587
Solano Wealth Management
California
$273K +$241K +946 New
RHJA
4588
Rice Hall James & Associates
California
$272K
GIA
4589
Goodwin Investment Advisory
Georgia
$272K +$40K +157 +20%
LFG
4590
Leverty Financial Group
Wisconsin
$271K -$6.12K -24 -2%
AM
4591
Atwater Malick
Pennsylvania
$268K
GS
4592
Gagnon Securities
New York
$267K -$8.16K -32 -3%
DB
4593
Dravo Bay
Delaware
$262K -$31.9K -125 -12%
TA
4594
TKG Advisors
Indiana
$262K +$12K +47 +5%
Parallax Volatility Advisers
4595
Parallax Volatility Advisers
California
$261K -$881K -3,453 -79%
KCM
4596
Kendall Capital Management
Maryland
$260K +$13K +51 +6%
SWMG
4597
Sanchez Wealth Management Group
Florida
$260K +$255 +1 +0.1%
SPA
4598
Sherbrooke Park Advisers
New York
$259K -$536K -2,100 -70%
RP
4599
Reinhart Partners
Wisconsin
$259K -$74K -290 -24%
SA
4600
Sicart Associates
New York
$259K -$45.9K -180 -17%

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.