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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
BAM
1101
Belpointe Asset Management
Nevada
$32.8M +$2.82M +11,068 +11%
RIG
1102
RiverFront Investment Group
Virginia
$32.8M -$5.38M -21,100 -16%
RWA
1103
Ropes Wealth Advisors
Massachusetts
$32.8M +$121K +474 +0.4%
FNFDCM
1104
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$32.5M -$595K -2,333 -2%
UBV
1105
United Bank (Virginia)
Virginia
$32.5M -$257K -1,009 -0.9%
WAM
1106
Weatherly Asset Management
California
$32.5M -$274K -1,074 -0.9%
GC
1107
Garde Capital
Washington
$32.4M +$155K +606 +0.5%
SAM
1108
Sycomore Asset Management
France
$32.4M +$7.79M +30,558 +35%
HVIA
1109
Hudson Valley Investment Advisors
New York
$32.2M -$1.27K -5 -0%
WC
1110
Whitney & Co
New York
$32.2M +$479K +1,879 +2%
GP
1111
Girard Partners
Pennsylvania
$32.1M -$951K -3,729 -3%
WAM
1112
Wilsey Asset Management
California
$32.1M -$4.27M -16,733 -13%
CWP
1113
Cyndeo Wealth Partners
Florida
$32.1M +$2.08M +8,147 +8%
FFP
1114
FourThought Financial Partners
Florida
$32.1M +$1.47M +5,771 +5%
DBG
1115
De Burlo Group
Massachusetts
$32M +$18.9M +74,002 +201%
GRP
1116
Global Retirement Partners
California
$31.9M +$3.92M +15,385 +17%
ACM
1117
Anomaly Capital Management
New York
$31.9M -$44.3M -173,573 -61%
WSCM
1118
Wellington Shields Capital Management
New York
$31.7M -$637K -2,499 -2%
AA
1119
Auxano Advisors
Washington
$31.6M -$140K -547 -0.5%
IFG
1120
Independent Financial Group
California
$31.5M +$2.15M +8,430 +8%
ECM
1121
Element Capital Management
New York
$31.5M +$27.8M +109,152 New
KFP
1122
KMG Fiduciary Partners
Ohio
$31.3M +$307K +1,205 +1%
PWP
1123
Principle Wealth Partners
Connecticut
$31.3M +$919K +3,601 +3%
GGS
1124
Galvin Gaustad & Stein
Arizona
$31.2M -$928K -3,638 -3%
MAS
1125
Meeder Advisory Services
Ohio
$31.2M +$281K +1,100 +1%

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.