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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
MCM
726
Mill Capital Management
North Carolina
$71.5M +$1.43M +5,596 +2%
CPSAC
727
Chas P. Smith & Associates (CPS)
Florida
$71.5M +$861K +3,374 +1%
MAM
728
Meeder Asset Management
Ohio
$71.1M +$12M +47,233 +24%
FA
729
FDx Advisors
Illinois
$71M
DMIC
730
Dixon Mitchell Investment Counsel
British Columbia, Canada
$71M -$1.4M -5,502 -2%
CLG
731
Cooperman Leon G
$70.8M
TP
732
TenCore Partners
New York
$70.6M -$2.5M -9,810 -4%
MWM
733
Mission Wealth Management
California
$70.4M +$12M +46,958 +24%
MCM
734
Maple Capital Management
Vermont
$70M +$646K +2,534 +1%
HWM
735
HB Wealth Management
Georgia
$70M +$2.76M +10,821 +5%
DIA
736
Dana Investment Advisors
Wisconsin
$69.6M -$1.75M -6,875 -3%
NPF
737
Norris Perne & French
Michigan
$69.5M -$350K -1,373 -0.6%
AAS
738
Avantax Advisory Services
Texas
$69.5M +$2.6M +10,201 +4%
AA
739
Ancora Advisors
Ohio
$69.5M +$180K +706 +0.3%
AT
740
Avalon Trust
New Mexico
$69.5M +$61.5M +240,966 New
EIA
741
Edgemoor Investment Advisors
Maryland
$69.1M -$1.36M -5,313 -2%
ISL
742
Ingalls & Snyder LLC
New York
$69M -$687K -2,694 -1%
GIC
743
GFI Investment Counsel
Ontario, Canada
$68.4M -$455K -1,784 -0.7%
NL
744
NWAM LLC
Washington
$68.2M -$5.57M -21,837 -8%
WAS
745
Wesleyan Assurance Society
United Kingdom
$67.8M -$255K -1,000 -0.4%
WPC
746
Waters Parkerson & Co
Louisiana
$67.6M +$295K +1,158 +0.5%
MADR
747
Milestones Administradora de Recursos
Brazil
$67.5M +$23.4M +91,757 +64%
EWA
748
Exencial Wealth Advisors
Oklahoma
$67.5M -$829K -3,250 -1%
NMIMC
749
Northwestern Mutual Investment Management Company
Wisconsin
$67.5M +$89.3K +350 +0.1%
OWP
750
Obermeyer Wealth Partners
Colorado
$67.4M -$3.54M -13,866 -6%

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.