Microsoft
MSFT
4,808 hedge funds and large institutions have $1.79T invested in Microsoft in 2023 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,778 increasing their positions, 2,492 reducing their positions, and 82 closing their positions.
168% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 82
18% more capital invested
Capital invested by funds: $1.52T → $1.79T (+$272B)
6% more funds holding in top 10
Funds holding in top 10: 2,527 → 2,687 (+160)
2% more funds holding
Funds holding: 4,711 → 4,808 (+97)
6% more call options, than puts
Call options by funds: $39.4B | Put options by funds: $37.2B
3.21% less ownership
Funds ownership: 74.04% → 70.83% (-3.2%)
29% less repeat investments, than reductions
Existing positions increased: 1,778 | Existing positions reduced: 2,492
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.77B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3B |
| 3 |
Barclays
London,
United Kingdom
|
+$2.22B |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.18B |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.16B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$76B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.93B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.92B |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.78B |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.67B |
MSFT Hedge Fund Activity: Q2 2023 in Review
4,808 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2023, worth a combined $1.79T — up 18% from $1.52T a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new MSFT positions and 82 closed out — a net gain of 138 holders — while 1,778 added to existing stakes and 2,492 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.77B. The largest seller was OFI Invest Asset Management, cutting an estimated $76B.
- 4,808 institutional investors held Microsoft (MSFT) as of Q2 2023, up from 4,711 in Q1 2023.
- Funds reported $1.79T of Microsoft stock for Q2 2023, up 18% quarter-over-quarter.
- 220 funds opened new Microsoft positions in Q2 2023 and 82 closed out, a net change of +138 holders.
- The largest Microsoft buyer in Q2 2023 was JP Morgan Chase, an estimated $5.77B added.
- The largest Microsoft seller in Q2 2023 was OFI Invest Asset Management, an estimated $76B sold.
Based on aggregated 13F filings for Q2 2023.