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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
HT
876
HighTower Trust
Texas
$50M -$135K -528 -0.3%
Wealth Enhancement Advisory Services
877
Wealth Enhancement Advisory Services
Minnesota
$50M +$14.6M +57,218 +49%
WC
878
Woodstock Corp
Massachusetts
$49.8M -$323K -1,266 -0.7%
USAA
879
United Services Automobile Association
Texas
$49.7M -$27.2M -106,670 -38%
MAM
880
Mastrapasqua Asset Management
Tennessee
$49.6M +$215K +844 +0.5%
MHIC
881
Marble Harbor Investment Counsel
Massachusetts
$49.5M -$124K -488 -0.3%
RBA
882
Richard Bernstein Advisors
New York
$49.3M
NRS
883
Neville Rodie & Shaw
New York
$49.3M -$543K -2,128 -1%
JCM
884
Jag Capital Management
Missouri
$49.3M +$397K +1,557 +0.9%
TA
885
TRB Advisors
New York
$49M
PCOC
886
Power Corp of Canada
Canada
$48.9M +$22.3M +87,415 +100%
GC
887
Grimes & Company
Massachusetts
$48.9M +$988K +3,873 +2%
AF
888
Allworth Financial
California
$48.8M +$2.25M +8,808 +5%
H
889
HoyleCohen
California
$48.8M +$90.8K +356 +0.2%
GCC
890
Guardian Capital (Canada)
Ontario, Canada
$48.8M -$667K -2,615 -2%
JGC
891
J. Goldman & Co
New York
$48.7M +$43.1M +168,985 New
AG
892
Avala Global
New York
$48.6M +$11M +43,300 +35%
NSAM
893
North Star Asset Management
Wisconsin
$48.6M -$187K -734 -0.4%
SSA
894
Schonfeld Strategic Advisors
New York
$48.5M +$8.8M +34,483 +26%
TIA
895
Tandem Investment Advisors
South Carolina
$48.3M +$308K +1,207 +0.7%
PTC
896
Philadelphia Trust Company
Pennsylvania
$48.3M -$473K -1,855 -1%
BIAS
897
Beacon Investment Advisory Services
New Jersey
$48.2M -$532K -2,086 -1%
MFAM
898
Motley Fool Asset Management
Virginia
$48.1M -$406K -1,591 -0.9%
VCM
899
Vigilant Capital Management
Maine
$48M -$132K -519 -0.3%
AMI
900
Amica Mutual Insurance
Rhode Island
$48M

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.