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Microsoft

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
JWM
4651
JFG Wealth Management
Colorado
$206K +$183K +716 New
IFPL
4652
Investments & Financial Planning LLC
Kentucky
$204K -$50.5K -198 -22%
WFS
4653
Weitzel Financial Services
Iowa
$204K +$181K +710 New
GG
4654
GenWealth Group
New Jersey
$204K +$180K +707 New
JAWM
4655
J. Arnold Wealth Management
Ohio
$203K +$180K +705 New
JFG
4656
JDM Financial Group
Texas
$201K -$2.3K -9 -1%
CC
4657
Corton Capital
Ontario, Canada
$200K -$116K -453 -39%
MCA
4658
Maryland Capital Advisors
Maryland
$180K -$18.6K -73 -10%
CM
4659
Cornerstone Management
Georgia
$179K
WAM
4660
WFA Asset Management
Wisconsin
$178K +$510 +2 +0.3%
CPFP
4661
Clear Perspectives Financial Planning
Ohio
$177K
ARS
4662
Adirondack Retirement Specialists
New York
$175K
SL
4663
Savior LLC
Massachusetts
$173K
YAL
4664
Your Advocates Ltd
Texas
$171K
SHIM
4665
Stone House Investment Management
Pennsylvania
$170K +$150K +589 New
KM
4666
Kalos Management
Georgia
$159K +$141K +553 New
BHWM
4667
Bay Harbor Wealth Management
Maryland
$153K +$1.27K +5 +1%
RFP
4668
Roth Financial Partners
Texas
$144K
VFIC
4669
Valley Forge Investment Consultants
Pennsylvania
$138K -$100K -392 -45%
BSWA
4670
Bromfield Sneider Wealth Advisors
Massachusetts
$128K
LFA
4671
Legend Financial Advisors
Pennsylvania
$125K -$90.3K -354 -45%
DEM
4672
Disciplined Equity Management
Florida
$124K
GIS
4673
Grayhawk Investment Strategies
Alberta, Canada
$123K
ORAM
4674
One River Asset Management
Connecticut
$122K -$2.37M -9,290 -96%
LIA
4675
Luken Investment Analytics
Tennessee
$119K

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.