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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
BGC
4676
Beutel, Goodman & Co
Ontario, Canada
$118K
PP
4677
Peconic Partners
New York
$115K +$102K +400 New
AIP
4678
Alapocas Investment Partners
Massachusetts
$96.6K +$85.5K +335 New
EA
4679
Evolution Advisers
Virginia
$95K -$2.81K -11 -3%
TWP
4680
TFO Wealth Partners
Ohio
$92K +$80.6K +316 +10,533%
FC
4681
Family CFO
California
$91.1K
VF
4682
VitalStone Financial
Texas
$80K -$23.7K -93 -28%
AWM
4683
Avondale Wealth Management
Texas
$73.8K
MDCM
4684
Morgan Dempsey Capital Management
Wisconsin
$72.1K -$11.5K -45 -15%
CWA
4685
Carolina Wealth Advisors
South Carolina
$62.8K
ECM
4686
Everence Capital Management
Indiana
$60.6K -$658K -2,580 -1%
SSC
4687
Syverson Strege & Co
Iowa
$58.5K +$31.6K +124 +157%
GG
4688
Gleason Group
Kentucky
$57.3K +$26.8K +105 +112%
MG
4689
MilWealth Group
Wisconsin
$55.4K
WFA
4690
Wells Financial Advisors
Massachusetts
$49K
SFCL
4691
Strengthening Families & Communities LLC
Massachusetts
$46.5K +$78.6K +308 +3%
PS
4692
PayPay Securities
Japan
$44.1K -$18.4K -72 -32%
TJHA
4693
Thomas J. Herzfeld Advisors
Florida
$41.2K -$2.3K -9 -6%
IHWM
4694
Iron Horse Wealth Management
Iowa
$34K +$2.04K +8 +7%
EPM
4695
Equitec Proprietary Markets
Illinois
$28.8K -$485K -1,900 -95%
LPC
4696
Lion Point Capital
New York
$28.8K
KSWA
4697
Kathleen S. Wright Associates
Pennsylvania
$25.7K
DFC
4698
DB Fitzpatrick & Co
Idaho
$23.9K -$17.9K -70 -46%
AP
4699
Advisors Preferred
Maryland
$21.8K +$9.44K +37 +95%
IA
4700
IFS Advisors
Kansas
$18.9K

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.