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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
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$122M +$16.2M +63,594 +18%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$121M +$6.43M +25,193 +6%
PWP
553
Perfromance Wealth Partners
Illinois
$121M -$621K -2,433 -0.6%
OCBCO
554
Oversea-Chinese Banking Corp (OCBC)
Singapore
$119M +$1.96M +7,700 +2%
SRIM
555
Saratoga Research & Investment Management
California
$119M -$9.03M -35,403 -8%
MC
556
Martin Currie
United Kingdom
$119M -$9.71M -38,065 -8%
AWS
557
Atria Wealth Solutions
New York
$118M -$7.06M -27,680 -6%
AI
558
Atria Investments
North Carolina
$118M +$1.99M +7,803 +2%
NC
559
NZS Capital
Colorado
$117M +$30.9M +121,183 +42%
SIC
560
Salem Investment Counselors
North Carolina
$117M +$1.31M +5,139 +1%
JLBC
561
J.L. Bainbridge & Co
Florida
$117M -$2.11M -8,258 -2%
NSLI
562
Nan Shan Life Insurance
Taiwan
$117M -$53.2M -208,630 -34%
GT
563
Glenview Trust
Kentucky
$117M +$3.06M +12,006 +3%
EI
564
Ethic Inc
New York
$116M +$28.8M +112,733 +39%
AAM
565
Advisors Asset Management
Colorado
$116M -$13.5M -52,782 -12%
BBA
566
Baader Bank Aktiengesellschaft
Germany
$116M +$29.1M +113,946 +40%
MAMU
567
Marathon Asset Management (UK)
United Kingdom
$116M -$14.9M -58,256 -13%
GCM
568
Gladstone Capital Management
United Kingdom
$115M -$13.8M -54,056 -12%
PNC
569
Park National Corp
Ohio
$115M -$4.19M -16,428 -4%
MIH
570
Meitav Investment House
Israel
$115M -$31.1M -121,932 -24%
KWILP
571
Kiwi Wealth Investments Limited Partnership
New Zealand
$115M -$1.63M -6,391 -2%
HMP
572
HS Management Partners
New York
$114M -$65.6M -257,235 -39%
BCM
573
Becker Capital Management
Oregon
$114M -$938K -3,679 -0.9%
RMDI
574
R.M. Davis Inc
Maine
$113M -$54.6K -214 -0.1%
FCH
575
Freestone Capital Holdings
Washington
$113M -$4.75M -18,614 -5%

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.