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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
EFM
801
E Fund Management
China
$59.4M +$19.7M +77,232 +60%
PCIA
802
Prime Capital Investment Advisors
Kansas
$59.4M -$17M -66,504 -24%
SC
803
SouthState Corp
Florida
$59.3M -$763K -2,993 -1%
FAB
804
First American Bank
Illinois
$59.2M -$1.22M -4,800 -2%
ECM
805
Estabrook Capital Management
New York
$59M -$352K -1,381 -0.7%
MPM
806
Meritage Portfolio Management
Kansas
$58.8M -$10M -39,260 -16%
ZIC
807
ZWJ Investment Counsel
Georgia
$58.8M +$831K +3,257 +2%
PSP
808
Pacific Sage Partners
Washington
$58.6M -$1.34M -5,256 -3%
SFI
809
Siemens Fonds Invest
Germany
$58.5M -$2.87M -11,232 -5%
FNBT
810
FineMark National Bank & Trust
Florida
$58.5M -$796K -3,119 -2%
AC
811
Armistice Capital
New York
$58.4M -$5.44M -21,324 -10%
CWM
812
Calamos Wealth Management
Illinois
$58.4M -$1.28M -5,034 -2%
MSE
813
MUFG Securities EMEA
United Kingdom
$58.2M -$50M -196,143 -49%
HCMG
814
Howard Capital Management Group
California
$58.1M +$3.23M +12,659 +7%
EF
815
Empirical Finance
Pennsylvania
$58M +$2.46M +9,638 +5%
RCW
816
Rheos Capital Works
Japan
$57.9M -$50.6M -198,200 -50%
PA
817
Paralel Advisors
Colorado
$57.7M
SIG
818
Senator Investment Group
New York
$57.7M +$51M +200,000 New
NMIFOAC
819
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$57.6M
IHL
820
Investment House LLC
California
$57.6M -$312K -1,222 -0.6%
ACM
821
Alta Capital Management
Utah
$57.3M -$2.62M -10,262 -5%
FLII
822
First Long Island Investors
New York
$57.2M -$143K -559 -0.3%
LNC
823
Lincoln National Corp
Pennsylvania
$57.2M +$1.77M +6,950 +4%
BWC
824
Blue Whale Capital
United Kingdom
$57.2M -$9.95M -39,000 -16%
LWCA
825
Locust Wood Capital Advisers
New York
$57M -$3.32M -13,013 -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.