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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
SCI
976
S&CO Inc
Massachusetts
$41M +$566K +2,220 +2%
GVAG
977
Great Valley Advisor Group
Delaware
$40.8M +$1.76M +6,893 +5%
VCAM
978
Van Cleef Asset Management
Ohio
$40.7M -$148K -580 -0.4%
LRPA
979
L. Roy Papp & Associates
Arizona
$40.7M +$309K +1,212 +0.9%
PI
980
PFS Investments
Georgia
$40.6M +$1.79M +7,015 +5%
NI
981
Noked Israel
Israel
$40.5M +$13M +50,870 +57%
VC
982
Vestor Capital
Illinois
$40.4M +$7.35M +28,802 +26%
LNB
983
Ledyard National Bank
$40.4M -$1.48M -5,819 -4%
MYLI
984
Meiji Yasuda Life Insurance
Japan
$40.2M +$10.2K +40 +0%
PCM
985
Parsons Capital Management
Rhode Island
$40.2M -$409K -1,603 -1%
BOH
986
Bank of Hawaii
Hawaii
$40.1M +$3.83K +15 +0%
MIA
987
MainStreet Investment Advisors
Illinois
$40M -$4.85K -19 -0%
MWM
988
Meridian Wealth Management
Kentucky
$39.9M +$1.2M +4,723 +4%
GI
989
GAMCO Investors
Connecticut
$39.9M +$87.2K +342 +0.2%
AFG
990
Albion Financial Group
Utah
$39.8M -$9.13M -35,787 -21%
LP
991
LMR Partners
United Kingdom
$39.8M +$35.2M +138,025 New
CISOA
992
Capital Investment Services of America
Wisconsin
$39.8M -$981K -3,847 -3%
FCM
993
Fernbridge Capital Management
California
$39.7M -$26.2M -102,597 -43%
FAIM
994
Financial Advocates Investment Management
Washington
$39.5M +$1.16M +4,553 +3%
BFA
995
Beaumont Financial Advisors
Massachusetts
$39.4M -$909K -3,564 -3%
BFIM
996
Beese Fulmer Investment Management
Ohio
$39.4M -$161K -630 -0.5%
PA
997
PFG Advisors
Arizona
$39.3M +$147K +577 +0.4%
WDA
998
Wendell David Associates
New Hampshire
$39.3M -$181K -711 -0.5%
RWP
999
RWA Wealth Partners
Massachusetts
$39.1M +$737K +2,889 +2%
PTC
1000
Petrus Trust Company
Texas
$39.1M -$21.3M -83,317 -38%

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.