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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
GHA
1051
GW Henssler & Associates
Georgia
$36M -$4.64M -18,196 -13%
ME
1052
McIlrath & Eck
Washington
$35.9M +$7.25M +28,442 +30%
DAS
1053
Dynamic Advisor Solutions
Arizona
$35.9M +$1.95M +7,634 +7%
LW
1054
Linscomb Wealth
Texas
$35.8M -$1.02M -3,984 -3%
SPC
1055
Stewart & Patten Company
California
$35.8M +$196K +769 +0.6%
NFC
1056
Northeast Financial Consultants
Connecticut
$35.8M -$4.07M -15,957 -11%
BC
1057
Burney Company
Virginia
$35.7M -$4.52M -17,703 -13%
PNAA
1058
Pictet North America Advisors
Switzerland
$35.6M -$3.76M -14,747 -11%
RG
1059
Renaissance Group
Kentucky
$35.4M -$55.1K -216 -0.2%
OMC
1060
Overbrook Management Corp
New York
$35.4M -$386K -1,515 -1%
CA
1061
CSM Advisors
Pennsylvania
$35.3M -$758K -2,970 -2%
AHC
1062
Anderson Hoagland & Co
Missouri
$35.3M +$247K +967 +0.8%
ECM
1063
ExodusPoint Capital Management
New York
$35.3M +$31.2M +122,293 New
SCA
1064
Stillwater Capital Advisors
Pennsylvania
$35.2M -$944K -3,700 -3%
LOAME
1065
Lombard Odier Asset Management (Europe)
United Kingdom
$35.2M +$1.89M +7,390 +6%
JCM
1066
Janney Capital Management
Pennsylvania
$35.2M +$360K +1,413 +1%
SCA
1067
Stonebridge Capital Advisors
Minnesota
$35.1M +$1.28M +5,037 +4%
RSVP
1068
Ramsay Stattman Vela & Price
Colorado
$35M -$365K -1,430 -1%
QIM
1069
Quest Investment Management
Oregon
$35M -$14.5M -56,718 -32%
BMCM
1070
Bryn Mawr Capital Management
Pennsylvania
$35M -$4.42M -17,317 -12%
CIP
1071
Cornerstone Investment Partners
Georgia
$34.8M -$2.21M -8,658 -7%
BCM
1072
Brookstone Capital Management
Illinois
$34.7M +$2.75M +10,792 +10%
SCM
1073
Schnieders Capital Management
California
$34.6M +$473K +1,853 +2%
CC
1074
Chicago Capital
Illinois
$34.6M +$300K +1,178 +1%
NOCM
1075
Night Owl Capital Management
Connecticut
$34.5M -$226K -887 -0.7%

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.