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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
UID
4601
Union Investments & Development
Israel
$259K
LG
4602
LAM Group
Oregon
$259K
HWM
4603
Horizons Wealth Management
North Carolina
$256K -$44.1K -173 -16%
SPIA
4604
Strategic Point Investment Advisors
Rhode Island
$256K +$227K +888 New
BFP
4605
Briaud Financial Planning
Texas
$254K -$6.12K -24 -3%
LAM
4606
Lifestyle Asset Management
Texas
$254K -$121K -476 -35%
BTIM
4607
BancFirst Trust & Investment Management
Oklahoma
$253K +$255 +1 +0.1%
NEPPG
4608
New England Professional Planning Group
Rhode Island
$253K -$31.9K -125 -12%
SC
4609
Schubert & Co
Texas
$253K +$80.1K +314 +56%
IWP
4610
Insight Wealth Partners
Texas
$252K +$223K +875 New
EWA
4611
EP Wealth Advisors
California
$250K -$145M -568,892 -100%
LFA
4612
LifeGuide Financial Advisors
Pennsylvania
$250K +$221K +867 New
DK
4613
David Kennon
Florida
$249K +$221K +865 New
EPP
4614
ETF Portfolio Partners
Kansas
$249K
HWA
4615
Hillcrest Wealth Advisors
New Jersey
$248K +$255 +1 +0.1%
HF
4616
Halpern Financial
Virginia
$245K
M
4617
MYeCFO
California
$240K +$213K +834 New
MWM
4618
Maltin Wealth Management
New Jersey
$240K +$212K +833 New
MWA
4619
Miller Wealth Advisors
Colorado
$240K -$13.1M -51,458 -92%
WCWM
4620
Wooster Corthell Wealth Management
Connecticut
$239K +$211K +828 New
MWA
4621
Mills Wealth Advisors
Texas
$238K -$19.1K -75 -8%
NIA
4622
NIA Impact Advisors
California
$238K +$210K +825 New
MWM
4623
Magnolia Wealth Management
Alabama
$236K +$209K +820 New
LL
4624
LPWM LLC
Minnesota
$235K +$208K +816 New
DAL
4625
Delta Accumulation LLC
California
$234K +$510 +2 +0.2%

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.