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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
CCA
1026
Cobblestone Capital Advisors
New York
$37.5M +$4.11M +16,098 +14%
DWP
1027
Daymark Wealth Partners
Ohio
$37.5M +$5.11M +20,050 +18%
PR
1028
Payden & Rygel
California
$37.4M
LFAS
1029
Level Four Advisory Services
Texas
$37.3M -$2.55M -10,004 -7%
MAP
1030
Managed Asset Portfolios
Michigan
$37.2M -$831K -3,256 -2%
PIA
1031
Petredis Investment Advisors
Pennsylvania
$37.2M +$378K +1,481 +1%
VIA
1032
Vident Investment Advisory
Georgia
$37.1M +$6.63M +25,996 +25%
HI
1033
Hoey Investments
Pennsylvania
$37M -$366K -1,436 -1%
ET
1034
Equitable Trust
Tennessee
$36.9M -$407K -1,594 -1%
TC
1035
Telemus Capital
Michigan
$36.8M +$11.5K +45 +0%
CPH
1036
C Partners Holding
Switzerland
$36.8M +$4.21M +16,492 +15%
OPCM
1037
Osborne Partners Capital Management
California
$36.7M -$152K -596 -0.5%
AC
1038
Addenda Capital
Quebec, Canada
$36.6M -$533K -2,089 -2%
GKWIM
1039
Gerber Kawasaki Wealth & Investment Management
California
$36.6M +$87K +341 +0.3%
FCMC
1040
Founders Capital Management (Connecticut)
Connecticut
$36.6M +$244K +958 +0.8%
ATI
1041
Act Two Investors
California
$36.5M +$17.6M +69,014 +120%
KCMH
1042
Keywise Capital Management (HK)
Hong Kong
$36.5M +$32.3M +126,600 New
CAM
1043
Carret Asset Management
New York
$36.5M -$1.57M -6,158 -5%
ECU
1044
Eisler Capital (UK)
United Kingdom
$36.4M +$32.2M +126,422 New
SRC
1045
Shufro Rose & Co
New York
$36.4M -$368K -1,441 -1%
CB
1046
Cadence Bank
Mississippi
$36.4M -$1.99M -7,788 -6%
USCWA
1047
U.S. Capital Wealth Advisors
Texas
$36.4M -$2.69M -10,542 -8%
TCOT
1048
Trust Company of Toledo
Ohio
$36.1M +$1.45M +5,667 +5%
EH
1049
Equitable Holdings
New York
$36.1M -$263K -1,031 -0.8%
WTB
1050
Washington Trust Bank
Washington
$36M +$1.7M +6,663 +6%

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.