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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
Nordea Investment Management
51
Nordea Investment Management
Sweden
$4.06B +$142M +555,029 +4%
DZ Bank
52
DZ Bank
Germany
$3.96B +$406M +1,590,187 +13%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$3.95B -$139M -544,018 -4%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$3.91B -$123M -480,562 -3%
PI
55
Putnam Investments
Massachusetts
$3.64B -$288M -1,128,963 -8%
Sanders Capital
56
Sanders Capital
Florida
$3.52B +$581M +2,276,233 +23%
Dodge & Cox
57
Dodge & Cox
California
$3.51B -$22M -86,309 -0.7%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.5B -$33.2M -130,298 -1%
Swedbank
59
Swedbank
Sweden
$3.49B +$228M +895,293 +8%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$3.46B -$868M -3,404,599 -22%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$3.37B -$56M -219,686 -2%
Primecap Management
62
Primecap Management
California
$3.3B -$472M -1,848,630 -14%
State Farm Mutual Automobile Insurance
63
State Farm Mutual Automobile Insurance
Illinois
$3.26B
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$3.22B +$6.78M +26,577 +0.2%
RJA
65
Raymond James & Associates
Florida
$3.12B +$3.52M +13,798 +0.1%
Prudential Financial
66
Prudential Financial
New Jersey
$3.11B +$15M +58,998 +0.6%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.07B +$7.05M +27,657 +0.3%
Brown Advisory
68
Brown Advisory
Maryland
$3.03B +$50M +196,090 +2%
Lazard Asset Management
69
Lazard Asset Management
New York
$3B +$47.5M +186,259 +2%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.99B -$51.3M -201,049 -2%
National Pension Service
71
National Pension Service
South Korea
$2.87B +$67.3M +263,732 +3%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$2.76B +$110M +429,819 +5%
Polen Capital Management
73
Polen Capital Management
Florida
$2.66B -$64.5M -252,929 -3%
Fundsmith LLP
74
Fundsmith LLP
United Kingdom
$2.6B +$272K +1,065 +0%
ATO
75
Alecta Tjanstepension Omsesidigt
Sweden
$2.51B -$196M -767,000 -8%

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.