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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
VARA
1076
Value Aligned Research Advisors
New Jersey
$34.5M +$15.6M +61,332 +105%
RWM
1077
Ritholtz Wealth Management
New York
$34.4M +$2.31M +9,041 +8%
HT
1078
Heritage Trust
Oklahoma
$34.2M -$229K -896 -0.7%
DP
1079
DDD Partners
Washington
$34.2M -$2.36M -9,268 -7%
WP
1080
Wedgewood Partners
Missouri
$34.2M -$3.82M -14,969 -11%
CA
1081
Callahan Advisors
Texas
$34.1M -$158K -618 -0.5%
SLI
1082
Sumitomo Life Insurance
Japan
$34.1M -$121K -475 -0.4%
NO
1083
Ninety One
South Africa
$34.1M +$15.4M +60,354 +102%
TF
1084
Tompkins Financial
New York
$34.1M -$163K -639 -0.5%
FB
1085
Fulton Bank
Pennsylvania
$33.9M +$102K +401 +0.3%
NIM
1086
Nexus Investment Management
Ontario, Canada
$33.9M -$25.5K -100 -0.1%
BFEC
1087
Benjamin F. Edwards & Company
Missouri
$33.8M +$2.86M +11,217 +11%
KJWM
1088
Kiley Juergens Wealth Management
Washington
$33.7M +$612K +2,400 +2%
PWAG
1089
Polaris Wealth Advisory Group
California
$33.5M -$912K -3,576 -3%
AIM
1090
Avity Investment Management
Connecticut
$33.5M +$346K +1,358 +1%
BCM
1091
BTC Capital Management
Iowa
$33.3M -$39.5K -155 -0.1%
AAM
1092
Auxier Asset Management
Oregon
$33.3M -$697K -2,732 -2%
BCAM
1093
Boston Common Asset Management
Massachusetts
$33.3M -$9.83M -38,533 -25%
PAMI
1094
Perseverance Asset Management International
Cayman Islands
$33.3M +$25.6M +100,532 +670%
LA
1095
Lynch & Associates
Indiana
$33.3M -$158K -618 -0.5%
LA
1096
Lakeside Advisors
Washington
$33.3M -$170K -667 -0.6%
ST
1097
Spinnaker Trust
Maine
$33.2M -$1.87M -7,348 -6%
CCP
1098
Clarkston Capital Partners
Michigan
$33.2M -$271K -1,062 -0.9%
WMSA
1099
Weiss Multi-Strategy Advisers
New York
$33.1M +$20.1M +78,691 +219%
1WA
1100
180 Wealth Advisors
Washington
$33M -$64.8K -254 -0.2%

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.