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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
FG
1151
Fiduciary Group
Georgia
$30M -$345K -1,353 -1%
SFS
1152
Sowell Financial Services
Arkansas
$30M -$7.24M -28,391 -21%
PFU
1153
Parus Finance (UK)
United Kingdom
$30M +$5.98M +23,446 +29%
C
1154
Chescapmanager
Maryland
$29.9M
LG
1155
LaFleur & Godfrey
Michigan
$29.9M -$310K -1,217 -1%
MCC
1156
Money Concepts Capital
Florida
$29.9M -$14.4M -56,631 -36%
CAC
1157
Core Alternative Capital
Georgia
$29.8M -$183K -719 -0.7%
BCP
1158
Blue Chip Partners
Michigan
$29.8M +$570K +2,235 +2%
FMC
1159
First Merchants Corp
Indiana
$29.8M -$642K -2,515 -2%
PAG
1160
Private Advisory Group
Washington
$29.7M +$3.51M +13,779 +15%
JC
1161
Jacobs & Co
California
$29.7M -$340K -1,334 -1%
AC
1162
Abbrea Capital
California
$29.6M +$76K +298 +0.3%
SIA
1163
Soltis Investment Advisors
Utah
$29.5M +$8.04M +31,508 +44%
WPW
1164
Waldron Private Wealth
Pennsylvania
$29.5M +$1.69M +6,633 +7%
FC
1165
Franchise Capital
Cayman Islands
$29.5M +$12.5M +49,102 +92%
NCL
1166
Nishkama Capital LLC
Puerto Rico
$29.4M +$22.9M +89,674 +719%
BLAM
1167
Bourne Lent Asset Management
New York
$29.4M -$3.06K -12 -0%
NSIM
1168
North Star Investment Management
Illinois
$29.4M +$1.1M +4,310 +4%
AP
1169
Archon Partners
New Jersey
$29.4M -$1.28M -5,000 -5%
BTWM
1170
Baker Tilly Wealth Management
Wisconsin
$29.4M +$343K +1,343 +1%
AWM
1171
Absher Wealth Management
North Carolina
$29.3M -$1.55M -6,072 -6%
FFBTD
1172
First Financial Bank - Trust Division
Ohio
$29.2M -$185K -727 -0.7%
TFS
1173
Thoroughbred Financial Services
Tennessee
$29.2M -$27.3K -107 -0.1%
FFIC
1174
First Fiduciary Investment Counsel
Ohio
$29.2M -$1.07M -4,194 -4%
EW
1175
Evoke Wealth
California
$29.1M -$297K -1,164 -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.