Microsoft
MSFT
5,209 hedge funds and large institutions have $2.04T invested in Microsoft in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 2,011 increasing their positions, 2,350 reducing their positions, and 99 closing their positions.
452% more first-time investments, than exits
New positions opened: 546 | Existing positions closed: 99
23% more capital invested
Capital invested by funds: $1.66T → $2.04T (+$377B)
9% more funds holding in top 10
Funds holding in top 10: 2,678 → 2,906 (+228)
7% more funds holding
Funds holding: 4,853 → 5,209 (+356)
2.26% more ownership
Funds ownership: 70.79% → 73.06% (+2.3%)
8% less call options, than puts
Call options by funds: $44.9B | Put options by funds: $48.6B
14% less repeat investments, than reductions
Existing positions increased: 2,011 | Existing positions reduced: 2,350
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.4B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.59B |
| 3 |
TCI Fund Management
London,
United Kingdom
|
+$3.79B |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.26B |
| 5 |
JP Morgan Chase
New York
|
+$2.83B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.67B |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.25B |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$1.06B |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.01B |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$955M |
MSFT Hedge Fund Activity: Q4 2023 in Review
5,209 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2023, worth a combined $2.04T — up 23% from $1.66T a quarter earlier.
Buyers outnumbered sellers: 546 funds opened new MSFT positions and 99 closed out — a net gain of 447 holders — while 2,011 added to existing stakes and 2,350 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.4B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.67B.
- 5,209 institutional investors held Microsoft (MSFT) as of Q4 2023, up from 4,853 in Q3 2023.
- Funds reported $2.04T of Microsoft stock for Q4 2023, up 23% quarter-over-quarter.
- 546 funds opened new Microsoft positions in Q4 2023 and 99 closed out, a net change of +447 holders.
- The largest Microsoft buyer in Q4 2023 was Morgan Stanley, an estimated $44.4B added.
- The largest Microsoft seller in Q4 2023 was T. Rowe Price Associates, an estimated $2.67B sold.
Based on aggregated 13F filings for Q4 2023.