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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
NCM
1001
Novare Capital Management
North Carolina
$39.1M -$794K -3,114 -2%
HTHT
1002
Hemenway Trust Hemenway Trust
New Hampshire
$39M -$146K -574 -0.4%
BWFA
1003
Baltimore-Washington Financial Advisors
Maryland
$39M +$69.1K +271 +0.2%
RC
1004
Roundview Capital
New Jersey
$38.8M +$1.07M +4,200 +3%
BSW
1005
Buckingham Strategic Wealth
Missouri
$38.8M
BP
1006
Ballentine Partners
Massachusetts
$38.8M +$4.45M +17,457 +15%
VAS
1007
Vestmark Advisory Solutions
Massachusetts
$38.7M +$230K +903 +0.7%
PAI
1008
Pittenger & Anderson Inc
Nebraska
$38.7M +$504K +1,977 +1%
PI
1009
Pennant Investors
New Jersey
$38.6M
TTWM
1010
TCV Trust & Wealth Management
Virginia
$38.5M -$687K -2,693 -2%
OCM
1011
Oribel Capital Management
New York
$38.4M +$71.2M +279,200 New
FSA
1012
Fort Sheridan Advisors
Illinois
$38.3M +$5.63M +22,081 +20%
PCA
1013
Pallas Capital Advisors
Massachusetts
$38.2M +$4.58M +17,964 +15%
CAMG
1014
CWA Asset Management Group
Florida
$38.2M +$2.73M +10,705 +9%
FTDI
1015
First Trust Direct Indexing
Massachusetts
$38.1M +$1.07M +4,186 +3%
GG
1016
Greenwood Gearhart
Arkansas
$38.1M +$2.1M +8,223 +7%
IG
1017
Ithaka Group
Virginia
$38.1M -$42.4M -166,341 -56%
PMAM
1018
Picton Mahoney Asset Management
Ontario, Canada
$38M -$410K -1,606 -1%
NSEDCP
1019
NJ State Employees Deferred Compensation Plan
New Jersey
$37.9M -$714K -2,800 -2%
YC
1020
Yarbrough Capital
Tennessee
$37.9M +$1.93M +7,566 +6%
AP
1021
Appleton Partners
Massachusetts
$37.9M +$570K +2,235 +2%
DT
1022
Diversified Trust
Tennessee
$37.8M +$2.13M +8,337 +7%
DWT
1023
Dorsey & Whitney Trust
South Dakota
$37.7M +$1.4M +5,488 +4%
HPG
1024
Harvest Portfolios Group
Ontario, Canada
$37.7M +$3.03M +11,888 +10%
WA
1025
WestEnd Advisors
North Carolina
$37.6M -$34.2M -134,043 Closed

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.