We are live on ! Find out more
MSFT icon

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
CIM
4701
Contravisory Investment Management
Massachusetts
$18.7K -$1.98M -7,772 -99%
LIM
4702
Longfellow Investment Management
Massachusetts
$14.7K
BFA
4703
BBJS Financial Advisors
Washington
$14.6K
BCMIO
4704
Beacon Capital Management Inc (Ohio)
Ohio
$14.4K +$12.8K +50 New
CI
4705
Cordant Inc
Oregon
$13.3K +$11.7K +46 New
APW
4706
Atlantic Private Wealth
North Carolina
$8.33K +$7.4K +29 New
UFF
4707
USA Financial Formulas
Michigan
$4.04K +$3.57K +14 New
FGAM
4708
Financial Gravity Asset Management
Texas
$3.81K +$1.61M +6,326 +278%
PI
4709
PEAK6 Investments
Illinois
$3.15K +$765 +3 +38%
BCH
4710
Berkshire Capital Holdings
California
$2.88K
SWG
4711
Summit Wealth Group
Vermont
$2K +$174M +683,227 New
BCP
4712
BSN Capital Partners
United Kingdom
-$246M -980,936 Closed
Two Sigma Investments
4713
Two Sigma Investments
New York
-$121M -506,200 Closed
Walleye Trading
4714
Walleye Trading
New York
-$111M -434,280 Closed
SM
4715
SG3 Management
Puerto Rico
-$95.8M -399,300 Closed
LCM
4716
Laurion Capital Management
New York
-$94.7M -371,350 Closed
ACGDR
4717
Atmos Capital Gestao de Recursos
Brazil
-$82.7M -344,885 Closed
Artisan Partners
4718
Artisan Partners
Wisconsin
-$74.1M -309,133 Closed
BOTOTLSJU
4719
Board of Trustees of The Leland Stanford Junior University
California
-$64.2M -267,625 Closed
Qube Research & Technologies (QRT)
4720
Qube Research & Technologies (QRT)
United Kingdom
-$61M -238,956 Closed
LSA
4721
Leonteq Securities AG
Switzerland
-$47.2M -185,000 Closed
Voloridge Investment Management
4722
Voloridge Investment Management
Florida
-$40.9M -170,652 Closed
JWM
4723
Jackson Wealth Management
Florida
-$29.4M -122,779 Closed
WAM
4724
Wolverine Asset Management
Illinois
-$27.7M -108,756 Closed
TI
4725
Trexquant Investment
Connecticut
-$22M -91,576 Closed

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.