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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
PIM
826
Provident Investment Management
Michigan
$56.8M +$516K +2,024 +1%
CAM
827
Cresset Asset Management
Illinois
$56.8M -$17.9M -70,116 -26%
MA
828
Mutual Advisors
Nebraska
$56.4M -$406K -1,593 -0.8%
AAIM
829
Asset Advisors Investment Management
Georgia
$56.4M -$1.68M -6,573 -3%
SH
830
SeaTown Holdings
Singapore
$56.3M -$1.28M -5,000 -2%
TAM
831
Taurus Asset Management
New York
$56.3M -$3.78M -14,822 -7%
BFS
832
Bard Financial Services
Connecticut
$56.1M +$185K +725 +0.4%
GA
833
GuoLine Advisory
Singapore
$56.1M +$49.6M +194,500 New
GIP
834
Granite Investment Partners
California
$56M -$8.27M -32,433 -14%
KWM
835
Kingsview Wealth Management
Oregon
$55.9M -$2.81M -11,012 -5%
RMCM
836
Reynders McVeigh Capital Management
Massachusetts
$55.4M -$1.29M -5,056 -3%
GAM
837
Gotham Asset Management
New York
$55.3M -$4.26M -16,682 -8%
FBB
838
Fulton Breakefield Broenniman
Maryland
$55.1M +$447K +1,751 +0.9%
MLL
839
Moody Lynn & Lieberson
Massachusetts
$54.8M +$1.57M +6,157 +3%
VCM
840
Violich Capital Management
California
$54.8M -$459K -1,800 -0.9%
LCM
841
LVM Capital Management
Michigan
$54.6M +$2.81K +11 +0%
BCM
842
Bowie Capital Management
Texas
$54.5M -$3.92M -15,364 -8%
TRCT
843
Tower Research Capital (TRC)
New York
$54.3M -$16.2M -63,330 -25%
TCOV
844
Trust Company of Vermont
Vermont
$54.2M +$1.42M +5,575 +3%
VIM
845
Vancity Investment Management
British Columbia, Canada
$54.1M +$191K +749 +0.4%
PAS
846
Park Avenue Securities
New York
$54M +$2.56M +10,029 +6%
AC
847
Albar Capital
United Kingdom
$54M +$47.8M +187,381 New
PCM
848
Polaris Capital Management
Massachusetts
$53.7M
VFA
849
Valeo Financial Advisors
Indiana
$53.7M +$4.2M +16,446 +8%
TNB
850
Thomasville National Bank
Georgia
$53.6M +$48K +188 +0.1%

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.