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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
DSA
601
Davis Selected Advisers
Arizona
$101M -$2.57M -10,087 -3%
CRCM
602
Cat Rock Capital Management
Connecticut
$101M +$14.5M +57,000 +19%
HW
603
Hancock Whitney
Mississippi
$101M -$1.12M -4,386 -1%
FAM
604
Foxhaven Asset Management
Virginia
$101M +$89.4M +350,327 New
HCM
605
Howland Capital Management
Massachusetts
$101M -$797K -3,124 -0.9%
NMERB
606
New Mexico Educational Retirement Board
New Mexico
$99.4M -$2.81M -11,000 -3%
CF
607
Cypress Funds
California
$99.4M
PFM
608
Parsec Financial Management
North Carolina
$98.9M -$459K -1,800 -0.5%
ONB
609
Old National Bancorp
Indiana
$98.4M +$1.06M +4,170 +1%
SIA
610
Sit Investment Associates
Minnesota
$98.4M -$2.63M -10,307 -3%
HFS
611
Hantz Financial Services
Michigan
$97.9M +$1.15M +4,527 +1%
BA
612
Bristlecone Advisors
Washington
$97.4M +$556K +2,180 +0.6%
CSIC
613
Clifford Swan Investment Counsel
California
$97.4M +$2.83M +11,109 +3%
DCM
614
Donaldson Capital Management
Indiana
$97.2M -$789K -3,093 -0.9%
OAC
615
OMERS Administration Corp
Ontario, Canada
$97M -$840K -3,295 -1%
SI
616
Stephens Inc
Arkansas
$96.9M -$2.26M -8,863 -3%
CGL
617
Clarius Group LLC
Washington
$96.9M -$2.29M -8,977 -3%
HIMC
618
Heritage Investors Management Corp
Maryland
$96.3M -$545K -2,138 -0.6%
PA
619
Profund Advisors
Maryland
$96.3M -$2.41M -9,443 -3%
WMC
620
Westwood Management Corporation
Illinois
$96M -$8.11M -31,791 -9%
MLICM
621
Metropolitan Life Insurance Company (MetLife)
New York
$96M -$22.5M -88,066 -21%
VDI
622
Vaughan David Investments
Illinois
$95.9M -$701K -2,749 -0.8%
FPCG
623
Fort Pitt Capital Group
Pennsylvania
$95.6M -$2.52M -9,898 -3%
API
624
Advisor Partners II
California
$94.9M +$6.78M +26,570 +9%
CK
625
Cohen Klingenstein
New York
$94.4M

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.