Microsoft
MSFT
5,208 hedge funds and large institutions have $2.04T invested in Microsoft in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 2,011 increasing their positions, 2,349 reducing their positions, and 99 closing their positions.
452% more first-time investments, than exits
New positions opened: 546 | Existing positions closed: 99
23% more capital invested
Capital invested by funds: $1.66T → $2.04T (+$377B)
9% more funds holding in top 10
Funds holding in top 10: 2,677 → 2,905 (+228)
7% more funds holding
Funds holding: 4,852 → 5,208 (+356)
2.26% more ownership
Funds ownership: 70.79% → 73.06% (+2.3%)
8% less call options, than puts
Call options by funds: $44.9B | Put options by funds: $48.6B
14% less repeat investments, than reductions
Existing positions increased: 2,011 | Existing positions reduced: 2,349
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.4B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.59B |
| 3 |
TCI Fund Management
London,
United Kingdom
|
+$3.79B |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.26B |
| 5 |
JP Morgan Chase
New York
|
+$2.83B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.67B |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.25B |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$1.06B |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.01B |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$955M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPWM
5301
Straight Path Wealth Management
Jenison,
Michigan
| – | -$236K | -746 | Closed |
|
|
PHAM
5302
Portland Hill Asset Management
London,
United Kingdom
| – | -$231K | -731 | Closed |
|
5303
Betterment LLC
New York
| – | -$224K | -711 | Closed |
|
|
NRD
5304
Nebula Research & Development
New York
| – | -$206K | -651 | Closed |
|
|
AWA
5305
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$86.8K | -275 | Closed |
|
|
TJHA
5306
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$40.1K | -127 | Closed |
|
|
WTG
5307
West Tower Group
Richmond,
Virginia
| – | -$32.5K | -103 | Closed |
|
|
SL
5308
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$15.8K | -50 | Closed |
|
MSFT Hedge Fund Activity: Q4 2023 in Review
5,208 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2023, worth a combined $2.04T — up 23% from $1.66T a quarter earlier.
Buyers outnumbered sellers: 546 funds opened new MSFT positions and 99 closed out — a net gain of 447 holders — while 2,011 added to existing stakes and 2,349 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.4B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.67B.
- 5,208 institutional investors held Microsoft (MSFT) as of Q4 2023, up from 4,852 in Q3 2023.
- Funds reported $2.04T of Microsoft stock for Q4 2023, up 23% quarter-over-quarter.
- 546 funds opened new Microsoft positions in Q4 2023 and 99 closed out, a net change of +447 holders.
- The largest Microsoft buyer in Q4 2023 was Morgan Stanley, an estimated $44.4B added.
- The largest Microsoft seller in Q4 2023 was T. Rowe Price Associates, an estimated $2.67B sold.
Based on aggregated 13F filings for Q4 2023.