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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
PWP
651
Private Wealth Partners
California
$85.8M +$1.94M +7,587 +3%
MGP
652
Metis Global Partners
California
$85.7M +$18.2M +71,491 +32%
AG
653
AIA Group
Hong Kong
$85.6M +$11.2M +43,969 +17%
TMAM
654
Tokio Marine Asset Management
Japan
$85.6M +$4.1M +16,077 +6%
CM
655
Castleark Management
Illinois
$85.5M -$4.05M -15,860 -5%
KPM
656
Kinetic Partners Management
Florida
$85.4M -$18.5M -72,500 -20%
IAA
657
Independent Advisor Alliance
North Carolina
$84.5M -$1.74M -6,818 -2%
OCM
658
Osterweis Capital Management
California
$84.3M +$2.47M +9,670 +3%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$84.1M -$475K -1,861 -0.6%
ACI
660
Alpha Cubed Investments
California
$83.9M -$2.09M -8,177 -3%
CCM
661
Chilton Capital Management
Texas
$83.3M +$1.39M +5,465 +2%
LCAM
662
London & Capital Asset Management
United Kingdom
$82.9M -$5.21M -20,434 -7%
LIP
663
Liontrust Investment Partners
United Kingdom
$82.5M -$29.7M -116,312 -29%
CIPU
664
Caledonia Investments plc (UK)
United Kingdom
$82.3M +$3.83M +15,000 +6%
CIC
665
Carnegie Investment Counsel
Ohio
$81.9M +$1.42M +5,580 +2%
WB
666
WesBanco Bank
West Virginia
$81.9M +$1.31M +5,134 +2%
VI
667
Vestcor Inc
New Brunswick, Canada
$81.7M -$4.4M -17,250 -6%
CFG
668
Citizens Financial Group
Rhode Island
$81.6M -$5.37M -21,068 -7%
NAM
669
NorthCrest Asset Manangement
Minnesota
$81.5M +$7.06M +27,678 +11%
V
670
Veritable
Delaware
$81.2M -$772K -3,026 -1%
FCM
671
Fortis Capital Management
Washington
$81.2M +$55.6M +218,099 +342%
GAMH
672
Greenwoods Asset Management (HK)
Hong Kong
$81.1M +$59.5M +233,100 +484%
PL
673
Parthenon LLC
Kentucky
$80.7M -$106K -417 -0.1%
AIP
674
Ameritas Investment Partners
Nebraska
$80.6M +$372K +1,458 +0.5%
KC
675
Kadensa Capital
Hong Kong
$80.2M +$16.7M +65,629 +31%

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.