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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
CRC
751
Curi RMB Capital
Illinois
$67.3M +$2.08M +8,157 +4%
VIM
752
Vinva Investment Management
Australia
$67.1M +$60.2M +236,197 New
ASN
753
Advisory Services Network
Georgia
$66.7M +$2.99M +11,721 +5%
WG
754
Welch Group
Alabama
$66.6M +$263K +1,032 +0.4%
LI
755
LMCG Investments
Massachusetts
$66.6M -$1.21M -4,756 -2%
HJGA
756
Hardman Johnston Global Advisors
Connecticut
$66.6M -$13.2M -51,717 -18%
SSB
757
Sandy Spring Bank
Maryland
$66.4M -$709K -2,778 -1%
GGHC
758
Gilder Gagnon Howe & Co
New York
$66.4M +$13.8M +54,074 +31%
WT
759
Washington Trust
Rhode Island
$66.3M -$775K -3,040 -1%
IWC
760
Integrated Wealth Concepts
Massachusetts
$66.3M +$16.8M +65,726 +40%
SFA
761
Sequoia Financial Advisors
Ohio
$66M +$1.29M +5,047 +2%
ICP
762
Ironvine Capital Partners
Nebraska
$65.8M -$3.31M -12,987 -5%
AAM
763
Aureus Asset Management
Massachusetts
$65.7M +$280K +1,096 +0.5%
DGAM
764
Desjardins Global Asset Management
Quebec, Canada
$65.7M +$20.8M +81,579 +56%
DIA
765
Davidson Investment Advisors
Montana
$65.2M +$3.49M +13,676 +6%
QCM
766
Quantinno Capital Management
New York
$65.1M +$7.78M +30,504 +16%
AWA
767
Aaron Wealth Advisors
Illinois
$64.9M -$2.61M -10,217 -4%
KCM
768
Kanawha Capital Management
Virginia
$64.7M +$151K +591 +0.3%
SCA
769
Snowden Capital Advisors
New York
$64.5M +$1.37M +5,363 +2%
MIA
770
MMBG Investment Advisors
Florida
$64.3M -$9.01M -35,310 -14%
BWP
771
Baldwin Wealth Partners
Massachusetts
$64.2M -$427K -1,673 -0.7%
FSA
772
Franklin Street Advisors
North Carolina
$64.2M -$22.7K -89 -0%
LMIM
773
Lockheed Martin Investment Management
Maryland
$64.1M -$1.72M -6,740 -3%
WFMPM
774
Woodley Farra Manion Portfolio Management
Indiana
$63.7M +$1.04M +4,064 +2%
CFM
775
Coronation Fund Managers
South Africa
$63.4M -$24.3M -95,245 -30%

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.