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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
LCM
776
Logan Capital Management
Pennsylvania
$63.3M -$1.98M -7,747 -3%
BAM
777
Berkshire Asset Management
Pennsylvania
$63.1M +$135K +531 +0.2%
ORI
778
Oak Ridge Investments
Illinois
$62.6M -$218K -855 -0.4%
CNAM
779
Campbell Newman Asset Management
Wisconsin
$62.4M -$7.97M -31,261 -13%
GAI
780
General American Investors
New York
$62M -$5.1M -20,000 -9%
CCM
781
Compass Capital Management
Minnesota
$61.9M -$558K -2,189 -1%
FHA
782
First Horizon Advisors
Tennessee
$61.8M +$3.02M +11,822 +6%
NPA
783
Nichols & Pratt Advisers
Massachusetts
$60.9M +$303K +1,189 +0.6%
SCA
784
Sander Capital Advisors
Washington
$60.9M +$259K +1,014 +0.5%
NIMI
785
Natixis Investment Managers International
France
$60.8M -$2.81M -11,013 -5%
SEM
786
Suncoast Equity Management
Florida
$60.8M -$276K -1,083 -0.5%
UM
787
Ulysses Management
New York
$60.6M
BFG
788
Bleakley Financial Group
New Jersey
$60.6M +$2.66M +10,431 +5%
CTI
789
Community Trust & Investment
Kentucky
$60.6M +$763K +2,990 +1%
NCM
790
Nellore Capital Management
California
$60.4M +$7.14M +28,000 +15%
MC
791
Moors & Cabot
Massachusetts
$60.3M -$2.29M -8,994 -4%
VVP
792
Venture Visionary Partners
Ohio
$60.2M +$2.71M +10,623 +5%
KPWS
793
Kestra Private Wealth Services
Texas
$60.1M +$8.59M +33,681 +19%
KA
794
Kintegral Advisory
New York
$60.1M -$2.86M -11,194 -5%
DWM
795
Dakota Wealth Management
Florida
$60.1M +$1.67M +6,558 +3%
MYAM
796
Meiji Yasuda Asset Management
Japan
$60M +$1.91M +7,501 +4%
HVM
797
Harvest Volatility Management
Connecticut
$59.9M -$9.43M -36,970 -15%
TF
798
Talbot Financial
Washington
$59.9M -$571K -2,240 -1%
LS
799
Livforsakringsbolaget Skandia
Sweden
$59.5M
WS
800
Wedbush Securities
California
$59.5M -$918K -3,599 -2%

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.