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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
UI
901
Untitled Investments
New York
$47.9M -$7.24M -28,385 -15%
MC
902
Montag & Caldwell
Georgia
$47.9M -$619K -2,426 -1%
SEIA
903
Signature Estate & Investment Advisors
California
$47.9M +$831K +3,258 +2%
CC
904
Cornerstone Capital
California
$47.6M +$263K +1,033 +0.6%
FCBT
905
First Citizens Bank & Trust
North Carolina
$47.6M +$7.53M +29,536 +22%
FCIM
906
Fairview Capital Investment Management
California
$47.6M +$1.08M +4,253 +3%
VCM
907
Valiant Capital Management
California
$47.5M +$42M +164,600 New
BBA
908
BLB&B Advisors
Pennsylvania
$47.3M -$189K -742 -0.4%
MAM
909
Madison Asset Management
Wisconsin
$47.2M -$2.91M -11,416 -7%
CWM
910
Congress Wealth Management
Massachusetts
$47.1M +$226K +885 +0.5%
VSAM
911
Value Star Asset Management
Hong Kong
$47M +$41.6M +162,901 New
BBI
912
Baxter Bros Inc
Connecticut
$46.7M -$495K -1,940 -1%
FMLI
913
Fukoku Mutual Life Insurance
Japan
$46.6M -$242K -949 -0.6%
BFA
914
Bragg Financial Advisors
North Carolina
$46.5M -$205K -804 -0.5%
GIM
915
Grassi Investment Management
California
$46.4M -$480K -1,882 -1%
PP
916
Patten & Patten
Tennessee
$46.4M -$1.01M -3,960 -2%
BVDMP
917
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$46.1M +$2.55M +10,000 +6%
KOCAA
918
Knights of Columbus Asset Advisors
Connecticut
$46M -$1.92M -7,536 -5%
SAM
919
Sawgrass Asset Management
Florida
$45.8M -$1.24M -4,879 -3%
CTA
920
Colonial Trust Advisors
South Carolina
$45.8M -$386K -1,515 -0.9%
PA
921
Parallel Advisors
California
$45.8M +$522K +2,046 +1%
NHC
922
Nicholas Hoffman & Company
Georgia
$45.7M -$150K -590 -0.4%
GI
923
Gradient Investments
Minnesota
$45.6M +$172K +674 +0.4%
NCM
924
Narwhal Capital Management
Georgia
$45.6M -$15.8K -62 -0%
BC
925
BIT Capital
Germany
$45.4M +$17M +66,589 +73%

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.