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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
PA
4626
Prism Advisors
California
$234K +$207K +810 New
CA
4627
Crane Advisory
California
$233K -$65.8K -258 -24%
NHFG
4628
New Harbor Financial Group
Massachusetts
$232K
EA
4629
Ergawealth Advisors
Illinois
$231K +$204K +801 New
LWAM
4630
Legacy Wealth Asset Management
Minnesota
$231K +$204K +801 New
BWM
4631
Biltmore Wealth Management
Arizona
$230K +$204K +799 New
CWAF
4632
Core Wealth Advisors (Florida)
Florida
$229K +$35.2K +138 +21%
SC
4633
Skylands Capital
Wisconsin
$228K
AC
4634
AIFG Consultants
New York
$225K +$199K +780 New
TF
4635
Threadgill Financial
Texas
$224K +$199K +779 New
PWM
4636
Pacific Wealth Management
California
$224K +$198K +776 New
HAFS
4637
Hapanowicz & Associates Financial Services
Pennsylvania
$224K +$198K +776 New
BCM
4638
Beddow Capital Management
Wyoming
$223K +$198K +775 New
JAIC
4639
Josh Arnold Investment Consultant
Minnesota
$221K +$196K +767 New
MFS
4640
McNamara Financial Services
Massachusetts
$220K +$195K +763 New
SAM
4641
Stone Asset Management
Texas
$218K -$178K -698 -48%
CCM
4642
Cutler Capital Management
Massachusetts
$214K +$18.4K +72 +11%
PHAM
4643
Portland Hill Asset Management
United Kingdom
$213K
GFG
4644
GR Financial Group
Arizona
$213K +$188K +737 New
PPWM
4645
PFG Private Wealth Management
Florida
$212K +$3.83K +15 +2%
GIM
4646
Greylin Investment Management
Virginia
$210K +$186K +729 New
AA
4647
Axiom Advisory
California
$210K -$60.7K -238 -25%
RFS
4648
Retirement Financial Solutions
Tennessee
$210K +$143K +562 +341%
TB
4649
Terril Brothers
Missouri
$209K +$185K +725 New
EL
4650
EQ LLC
Washington
$209K +$185K +724 New

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.