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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
MCM
926
McKinley Capital Management
Alaska
$45.4M -$794K -3,112 -2%
TCM
927
Twin Capital Management
Pennsylvania
$45.4M -$4.83M -18,944 -11%
CAM
928
Cidel Asset Management
Ontario, Canada
$45.3M -$258K -1,010 -0.6%
VCP
929
Verus Capital Partners
Arizona
$45.3M +$2.68M +10,496 +7%
ACIM
930
Azimuth Capital Investment Management
Michigan
$45.3M -$670K -2,626 -2%
TAIM
931
Te Ahumairangi Investment Management
New Zealand
$45.3M -$1.92M -7,545 -5%
VPI
932
Value Partners Investments
Manitoba, Canada
$45.1M -$5.34M -20,930 -12%
PAM
933
Palisade Asset Management
Minnesota
$45.1M -$321K -1,258 -0.8%
MAA
934
Matrix Asset Advisors
New York
$45.1M -$980K -3,840 -2%
JAFL
935
Jay A. Fishman Ltd
Michigan
$45M +$1.41M +5,514 +4%
LBC
936
Lowe Brockenbrough & Co
Virginia
$44.9M -$965K -3,783 -2%
JMFC
937
J.M. Forbes & Co
Massachusetts
$44.8M +$245K +961 +0.6%
PFS
938
Prospera Financial Services
Texas
$44.7M +$11.3M +44,334 +40%
GMF
939
Grace & Mercy Foundation
New York
$44.6M +$10.3M +40,200 +35%
ACM
940
Academy Capital Management
Texas
$44.5M -$95.4K -374 -0.2%
ERIM
941
Eagle Ridge Investment Management
Connecticut
$44.4M +$639K +2,507 +2%
TCM
942
Tran Capital Management
California
$44.2M -$13.9M -54,608 -26%
OCAM
943
Onex Canada Asset Management
Ontario, Canada
$44.1M -$5.71M -22,381 -13%
AF
944
Alerus Financial
North Dakota
$44M +$16.6M +64,907 +74%
TPCW
945
TD Private Client Wealth
New York
$43.9M -$3.18M -12,480 -8%
AWM
946
Apollon Wealth Management
South Carolina
$43.9M -$1.01M -3,968 -3%
BFO
947
Boston Family Office
Massachusetts
$43.7M -$1.04M -4,082 -3%
S
948
SignatureFD
Georgia
$43.6M +$3.44M +13,495 +10%
CIA
949
Choate Investment Advisors
Massachusetts
$43.4M +$170K +667 +0.4%
CA
950
Clearstead Advisors
Ohio
$43.4M +$901K +3,533 +2%

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.