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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
Hudson Bay Capital Management
501
Hudson Bay Capital Management
Connecticut
$154M -$163M -637,880 -54%
IMPI
502
Ilmarinen Mutual Pension Insurance
Finland
$153M +$17.9M +70,000 +15%
DLA
503
Douglas Lane & Associates
New York
$152M -$1.88M -7,359 -1%
QPBE
504
Quintet Private Bank (Europe)
Luxembourg
$152M +$134M +525,519 New
MHC
505
Meyer Handelman Company
New York
$151M -$1.16M -4,530 -0.9%
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$150M -$74.4M -291,770 -36%
Cetera Investment Advisers
507
Cetera Investment Advisers
Illinois
$150M +$1.03M +4,044 +0.8%
ADEF
508
Adams Diversified Equity Fund
Maryland
$149M -$19.9M -78,000 -13%
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$149M -$295K -1,157 -0.2%
HA
510
Homestead Advisers
Virginia
$148M -$2.81M -11,000 -2%
CA
511
Cornerstone Advisors
North Carolina
$146M
DAM
512
Delta Asset Management
Tennessee
$146M -$1.3M -5,083 -1%
VPIM
513
Vanguard Personalized Indexing Management
California
$146M +$5.46M +21,402 +4%
BF
514
BOK Financial
Oklahoma
$145M -$22M -86,279 -15%
AP
515
Antipodes Partners
Australia
$145M +$11M +43,007 +9%
CI
516
Clal Insurance
Israel
$145M -$96.3M -377,500 -43%
SIG
517
Stonegate Investment Group
Alabama
$143M +$3.98M +15,617 +3%
GKIM
518
GW&K Investment Management
Massachusetts
$143M +$9.53M +37,355 +8%
SAM
519
Shell Asset Management
Netherlands
$143M +$8.76M +34,326 +7%
BAMCO Inc
520
BAMCO Inc
New York
$140M -$3.56M -13,976 -3%
BB
521
Busey Bank
Illinois
$139M +$482K +1,890 +0.4%
MG
522
Markel Group
Virginia
$138M
KCM
523
Kensico Capital Management
Connecticut
$138M -$3.37M -13,200 -3%
B
524
Bailard
California
$136M -$239K -937 -0.2%
CAM
525
Close Asset Management
United Kingdom
$135M -$156M -612,655 -57%

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.