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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
Aberdeen Group
76
Aberdeen Group
United Kingdom
$2.5B +$44.2M +173,204 +2%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$2.48B -$41.1M -161,291 -2%
Fidelity International
78
Fidelity International
Bermuda
$2.42B -$129M -505,188 -6%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$2.35B -$15.5M -60,590 -0.7%
Bessemer Group
80
Bessemer Group
New Jersey
$2.33B -$67M -262,716 -3%
Fiera Capital (Canada)
81
Fiera Capital (Canada)
Quebec, Canada
$2.32B +$24.3M +95,436 +1%
Macquarie Group
82
Macquarie Group
Australia
$2.26B -$51.9M -203,329 -3%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.24B +$1.5B +5,896,131 +78%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$2.23B -$106M -415,231 -5%
Parnassus Investments
85
Parnassus Investments
California
$2.2B -$233M -914,468 -11%
Stifel Financial
86
Stifel Financial
Missouri
$2.19B -$43.5M -170,670 -2%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$2.15B -$34.1M -133,800 -2%
Fayez Sarofim & Co
88
Fayez Sarofim & Co
Texas
$2.1B +$65M +254,666 +4%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$2.08B +$292M +1,146,454 +19%
Loomis, Sayles & Company
90
Loomis, Sayles & Company
Massachusetts
$2.06B -$50.7M -198,579 -3%
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$2.03B +$66.5M +260,839 +4%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$2.02B -$35.8M -140,304 -2%
APG Asset Management
93
APG Asset Management
Netherlands
$2B -$166M -650,643 -8%
Ninety One (UK)
94
Ninety One (UK)
United Kingdom
$2B -$16.2M -63,489 -0.9%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$1.98B -$185K -724 -0%
Canada Life
96
Canada Life
Manitoba, Canada
$1.96B -$12.8M -50,170 -0.7%
Eagle Capital Management (New York)
97
Eagle Capital Management (New York)
New York
$1.91B -$395M -1,548,641 -19%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$1.87B +$30.1M +118,171 +2%
Victory Capital Management
99
Victory Capital Management
Texas
$1.85B -$54.2M -212,676 -3%
Citigroup
100
Citigroup
New York
$1.83B -$365M -1,430,376 -18%

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.