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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
BC
1126
Brookfield Corp
Ontario, Canada
$31.1M +$20.2M +79,324 +277%
ECG
1127
Edge Capital Group
Georgia
$31.1M +$4.48M +17,552 +19%
HI
1128
Horizon Investments
North Carolina
$31.1M -$5.64M -22,098 -17%
OA
1129
Oak Associates
Ohio
$31.1M -$3.06M -12,000 -10%
PAM
1130
Private Asset Management
California
$31.1M -$304K -1,191 -1%
SW
1131
SteelPeak Wealth
California
$31M -$3.49M -13,674 -11%
AOI
1132
Auto-Owners Insurance
Michigan
$31M
WANY
1133
Wealthspire Advisors (New York)
New York
$31M -$3.17M -12,438 -10%
MIC
1134
Means Investment Company
Maine
$30.9M -$111K -434 -0.4%
CA
1135
CapWealth Advisors
Tennessee
$30.9M -$3.7M -14,506 -12%
SB
1136
Simmons Bank
Arkansas
$30.9M +$559K +2,193 +2%
MOS
1137
MGO One Seven
Ohio
$30.8M +$4.55M +17,834 +20%
DSAM
1138
Dock Street Asset Management
Florida
$30.7M +$214K +838 +0.8%
LDB
1139
Lee, Danner & Bass
Tennessee
$30.7M -$164K -644 -0.6%
CIS
1140
Connors Investor Services
Pennsylvania
$30.7M +$2.41M +9,461 +10%
IGGA
1141
Iron Gate Global Advisors
Utah
$30.6M +$345K +1,352 +1%
CC
1142
Constitution Capital
Connecticut
$30.6M -$1.06M -4,155 -4%
ACA
1143
Anchor Capital Advisors
Massachusetts
$30.5M -$578K -2,264 -2%
PCM
1144
Pennsylvania Capital Management
Pennsylvania
$30.5M +$411K +1,612 +2%
CAL
1145
Capital Analysts LLC
Pennsylvania
$30.5M +$643K +2,519 +2%
TCA
1146
Transcend Capital Advisors
New Jersey
$30.4M -$303K -1,187 -1%
SVI
1147
Strategic Vision Investment
Hong Kong
$30.3M +$26.9M +105,263 New
PWM
1148
Perigon Wealth Management
California
$30.2M +$317K +1,244 +1%
FAT
1149
First American Trust
California
$30M -$382K -1,499 -1%
CC
1150
Criteria Caixa
Spain
$30M +$1.5M +5,875 +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.