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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
Ameriprise
26
Ameriprise
Minnesota
$10.5B +$27.8M +109,073 +0.3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10.2B -$565M -2,213,810 -6%
Invesco
28
Invesco
Georgia
$10B +$415M +1,625,969 +5%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$9.41B -$27.7M -108,510 -0.3%
Amundi
30
Amundi
France
$9.36B -$88M -344,844 -1%
Deutsche Bank
31
Deutsche Bank
Germany
$8.8B +$617M +2,418,323 +9%
Swiss National Bank
32
Swiss National Bank
Switzerland
$8.1B -$176M -690,600 -2%
Franklin Resources
33
Franklin Resources
California
$7.74B +$31.9M +124,978 +0.5%
Jennison Associates
34
Jennison Associates
New York
$7.42B +$728M +2,854,370 +12%
UBS Group
35
UBS Group
Switzerland
$7.16B -$820M -3,214,690 -11%
Fisher Asset Management
36
Fisher Asset Management
Washington
$6.92B -$1.06B -4,165,496 -15%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$6.61B +$59.1M +231,499 +1%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$6.44B +$27.7M +108,655 +0.5%
Barclays
39
Barclays
United Kingdom
$5.6B -$1.82B -7,119,810 -27%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$5.51B -$354M -1,389,351 -7%
American Century Companies
41
American Century Companies
Missouri
$5.32B -$544M -2,132,689 -10%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$5.25B +$327M +1,283,069 +9%
Principal Financial Group
43
Principal Financial Group
Iowa
$4.79B +$61.7M +241,900 +1%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$4.78B -$203M -797,005 -5%
ClearBridge Investments
45
ClearBridge Investments
New York
$4.56B -$96.1M -376,575 -2%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$4.55B +$210M +823,834 +6%
CS
47
Credit Suisse
Switzerland
$4.43B +$139M +545,576 +4%
TCI Fund Management
48
TCI Fund Management
United Kingdom
$4.41B -$1.78B -6,969,763 -31%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$4.34B -$142M -555,885 -4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.2B +$157M +617,053 +4%

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.