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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
RMA
701
Roffman Miller Associates
Pennsylvania
$74.7M -$1.36M -5,315 -2%
FNBOO
702
First National Bank of Omaha
Nebraska
$74.3M -$2.31M -9,059 -3%
BA
703
Bridgewater Associates
Connecticut
$74.3M +$61.4M +240,669 +1,423%
NIM
704
Northeast Investment Management
Massachusetts
$74.2M -$301K -1,181 -0.5%
HA
705
HHLR Advisors
Cayman Islands
$74.1M +$21.1M +82,800 +48%
Credit Agricole
706
Credit Agricole
France
$74M -$822K -3,222 -1%
SSWM
707
Smith Salley Wealth Management
North Carolina
$73.7M +$541K +2,121 +0.8%
EWM
708
Elite Wealth Management
Washington
$73.7M +$336K +1,318 +0.5%
TBA
709
Tower Bridge Advisors
Pennsylvania
$73.7M -$1.13M -4,421 -2%
TI
710
Tidal Investments
Wisconsin
$73.1M +$5.11M +20,014 +9%
TFP
711
Triple Frond Partners
California
$73M
RT
712
Rockland Trust
Massachusetts
$73M +$2.39M +9,374 +4%
ATC
713
Argent Trust Co
Tennessee
$73M +$19.1K +75 +0%
KFC
714
Klingenstein Fields & Co
New York
$72.8M -$452K -1,771 -0.7%
SAI
715
Systematic Alpha Investments
New Jersey
$72.5M +$1.45M +5,700 +2%
MME
716
Meag Munich Ergo
Germany
$72.5M -$4.16M -16,301 -6%
CTA
717
Chesley Taft & Associates
Illinois
$72.4M -$4.81M -18,864 -7%
SWP
718
Stratos Wealth Partners
Ohio
$72.4M -$6.03M -23,645 -9%
CA
719
Cullinan Associates
Kentucky
$72.3M +$3.47M +13,594 +6%
SL
720
Summitry LLC
California
$72.3M -$175K -688 -0.3%
NIG
721
NFJ Investment Group
Texas
$72.2M -$15.2M -59,749 -19%
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$72.2M +$1.24M +4,854 +2%
SEP
723
Soma Equity Partners
California
$72.1M +$63.8M +250,000 New
YL
724
YCG LLC
Texas
$72M -$136K -533 -0.2%
GH
725
GAM Holding
Switzerland
$71.6M -$11.8M -46,168 -16%

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.