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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
AIA
626
Avalon Investment & Advisory
Texas
$94.2M +$13.4M +52,655 +19%
EB
627
Eastern Bank
Massachusetts
$94.1M -$4.75M -18,636 -5%
WGAM
628
Wilkinson Global Asset Management
New York
$93.9M -$1.84M -7,225 -2%
CCM
629
Cullen Capital Management
New York
$93.9M +$21.3M +83,411 +34%
AAM
630
AMI Asset Management
California
$93.4M -$616K -2,415 -0.7%
GT
631
Greenleaf Trust
Michigan
$92.3M +$3.32M +13,035 +4%
NM
632
NWI Management
New York
$92.3M +$16.6M +65,000 +25%
CGIM
633
Capital Group Investment Management
Singapore
$92.2M -$33M -129,424 -29%
BHIA
634
Birch Hill Investment Advisors
Massachusetts
$91.6M -$3.37M -13,230 -4%
ZCM
635
Ziegler Capital Management
Illinois
$90.7M +$2.6M +10,211 +3%
TC
636
TownSquare Capital
Utah
$90.7M +$2.3M +9,025 +3%
BGCP
637
Bristol Gate Capital Partners
Ontario, Canada
$90.4M +$724K +2,838 +0.9%
BCV
638
Banque Cantonale Vaudoise
Switzerland
$90.4M -$82.9K -325 -0.1%
HCMT
639
Highland Capital Management (Tennessee)
Tennessee
$90M -$2.52M -9,867 -3%
MJRIC
640
Mogy Joel R Investment Counsel
California
$89.9M -$1.22M -4,785 -2%
CIP
641
Chartwell Investment Partners
Pennsylvania
$89.8M +$344K +1,348 +0.4%
BRWA
642
B. Riley Wealth Advisors
Florida
$89.7M +$70.4K +276 +0.1%
CF
643
Cantor Fitzgerald
New York
$89.6M -$5.25M -20,566 -6%
FFM
644
Fullerton Fund Management
Singapore
$88.9M +$12.3M +48,255 +19%
MTC
645
McDaniel Terry & Co
Texas
$88.8M -$170K -666 -0.2%
MC
646
Maverick Capital
Texas
$87.6M -$42M -164,590 -35%
SFM
647
Stack Financial Management
Montana
$87.6M +$938K +3,677 +1%
TCM
648
Tybourne Capital Management
Hong Kong
$87.5M +$2.18M +8,550 +3%
IC
649
Immersion Capital
United Kingdom
$87.3M +$270K +1,059 +0.4%
WSFS
650
Wilmington Savings Fund Society
Delaware
$86.2M -$947K -3,713 -1%

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.