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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
WSTAM
951
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M +$506K +1,982 +1%
AHC
952
Adell Harriman & Carpenter
Texas
$43.2M -$280K -1,097 -0.7%
BAM
953
Bellevue Asset Management
Washington
$43M -$751K -2,946 -2%
SWM
954
Spire Wealth Management
Virginia
$42.9M +$2.85M +11,177 +8%
VHAM
955
Van Hulzen Asset Management
California
$42.9M +$6.38M +24,999 +20%
JSP
956
Jackson Square Partners
California
$42.5M -$19.4M -76,227 -34%
CG
957
Caprock Group
Idaho
$42.5M +$4.85M +19,014 +15%
FFWA
958
FRG Family Wealth Advisors
Washington
$42.5M -$194K -760 -0.5%
JWBC
959
J.W. Burns & Co
New York
$42.4M -$35.7K -140 -0.1%
EWM
960
Empirical Wealth Management
Washington
$42.3M +$1.11M +4,369 +3%
HP
961
Hound Partners
New York
$42.3M -$4.96M -19,451 -12%
MIM
962
Manitou Investment Management
Ontario, Canada
$42.2M -$2.02M -7,920 -5%
MFG
963
Merit Financial Group
Georgia
$42.2M +$1.14M +4,460 +3%
MNBTD
964
Moody National Bank Trust Division
Texas
$42.1M +$25K +98 +0.1%
MA
965
Montag & Associates
Georgia
$41.9M -$981K -3,844 -3%
MGIA
966
Moneta Group Investment Advisors
Missouri
$41.8M +$4.06M +15,906 +12%
MGIA
967
Matthew Goff Investment Advisor
Texas
$41.8M -$3.5M -13,706 -9%
HVCM
968
Hel Ved Capital Management
Hong Kong
$41.8M +$37M +144,875 New
LCS
969
Levin Capital Strategies
New York
$41.7M +$401K +1,574 +1%
CCM
970
Coerente Capital Management
Ontario, Canada
$41.6M -$803K -3,147 -2%
CAM
971
Capco Asset Management
Florida
$41.5M -$1.53M -6,012 -4%
CSPIA
972
Cary Street Partners Investment Advisory
Virginia
$41.5M -$396K -1,554 -1%
SCM
973
SCS Capital Management
Massachusetts
$41.5M -$21.4K -84 -0.1%
TW
974
Transform Wealth
Colorado
$41.2M +$3.09M +12,125 +9%
SIMG
975
Sonora Investment Management Group
Arizona
$41M -$150K -590 -0.4%

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.