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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
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$178M +$9.22M +36,148 +6%
PFPT
452
Pinnacle Financial Partners (Tennessee)
Tennessee
$177M +$5.73M +22,458 +4%
TAM
453
Tocqueville Asset Management
New York
$176M -$1.35M -5,283 -0.9%
MP
454
Munro Partners
Australia
$176M +$63.2M +247,900 +68%
KAS
455
Kestra Advisory Services
Texas
$175M -$38M -148,962 -20%
JAM
456
Jupiter Asset Management
United Kingdom
$174M -$2.99M -11,740 -2%
Wealthfront Advisers
457
Wealthfront Advisers
California
$173M -$7.54M -29,548 -5%
DCM
458
Dorsal Capital Management
California
$173M -$44.6M -175,000 -23%
TAM
459
Trillium Asset Management
Massachusetts
$172M -$3M -11,767 -2%
CAM
460
Congress Asset Management
Massachusetts
$172M +$981K +3,846 +0.6%
AIM
461
Achmea Investment Management
Netherlands
$172M +$16.1M +62,990 +12%
IC
462
IEQ Capital
California
$171M +$646K +2,531 +0.4%
SCM
463
Silvant Capital Management
Georgia
$171M -$10.5M -40,971 -6%
MSRPS
464
Maryland State Retirement & Pension System
Maryland
$171M +$1.3M +5,097 +0.9%
JC
465
Joho Capital
New York
$170M
KRS
466
Kentucky Retirement Systems
Kentucky
$170M +$564K +2,211 +0.4%
NC
467
Nicholas Company
Wisconsin
$169M -$9.18M -36,005 -6%
UB
468
UMB Bank
Missouri
$168M -$1.31M -5,152 -0.9%
LFDLE
469
La Financiere de L'Echiquier
France
$166M -$5.83M -22,858 -4%
PCM
470
Penserra Capital Management
California
$166M +$10.4M +40,632 +8%
WTC
471
WhitTier Trust Company
Nevada
$166M -$2.05M -8,023 -1%
NB
472
Norinchukin Bank
Japan
$166M +$3.5M +13,719 +2%
MCM
473
Marsico Capital Management
Colorado
$166M -$7.12M -27,909 -5%
CTB
474
Country Trust Bank
Illinois
$165M -$2.56M -10,020 -2%
ACM
475
Argent Capital Management
Missouri
$165M +$19.5M +76,376 +15%

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.