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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
AA
851
ALPS Advisors
Colorado
$53.6M -$3.55M -13,905 -7%
UAM
852
UAS Asset Management
New York
$53.6M +$6.35M +24,912 +15%
HC
853
Henshaw Capital
Massachusetts
$53.6M
CP
854
Cumberland Partners
Ontario, Canada
$53.3M +$3.87M +15,168 +9%
BAAM
855
Baker Avenue Asset Management
California
$53.3M +$458K +1,795 +1%
TC
856
Tairen Capital
Hong Kong
$53.2M +$31.6M +123,892 +204%
HWA
857
Heritage Wealth Advisors
Virginia
$52.9M +$1.17M +4,573 +3%
BFS
858
Baskin Financial Services
Ontario, Canada
$52.9M -$165K -646 -0.4%
PCM
859
Prime Capital Management
Hong Kong
$52.7M +$46.6M +182,768 New
SC
860
Savant Capital
Illinois
$52.7M +$8.7M +34,106 +23%
Jones Financial Companies
861
Jones Financial Companies
Missouri
$52.5M -$448K -1,758 -1%
Kovitz Investment Group Partners
862
Kovitz Investment Group Partners
Illinois
$52.3M -$6.63M -26,011 -13%
SPC
863
Sigma Planning Corp
Michigan
$52.1M -$1.02M -4,012 -2%
WIC
864
Willis Investment Counsel
Georgia
$51.6M +$367K +1,438 +0.8%
JC
865
JBF Capital
Colorado
$51.6M
MCM
866
Moore Capital Management
New York
$51.5M +$45.5M +178,462 New
EGA
867
Eagle Global Advisors
Texas
$51.3M -$242K -947 -0.5%
OIA
868
OneDigital Investment Advisors
Kansas
$51.3M +$6.14M +24,055 +16%
LF
869
Longbow Finance
Switzerland
$51.2M -$13.4M -52,400 -23%
DP
870
Dundas Partners
United Kingdom
$51M +$448K +1,755 +1%
YIA
871
YHB Investment Advisors
Connecticut
$50.9M -$242K -950 -0.5%
DWM
872
Destination Wealth Management
California
$50.7M +$1.56M +6,133 +4%
ST
873
Sabal Trust
Florida
$50.5M -$237K -930 -0.5%
CIA
874
Capital Investment Advisors
Georgia
$50.2M -$772K -3,026 -2%
KI
875
Keystone Investors
Singapore
$50.1M +$35.8M +140,338 +420%

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.