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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
RI
1176
RWWM Inc
California
$29.1M -$33.4K -131 -0.1%
SAM
1177
Sabadell Asset Management
Spain
$29.1M +$2.47M +9,681 +10%
IHG
1178
Insight Holdings Group
New York
$29.1M -$2.12M -8,300 -8%
BONST
1179
Bank of Nova Scotia Trust
Ontario, Canada
$28.9M -$586K -2,298 -2%
AUB
1180
Atlantic Union Bankshares
Virginia
$28.9M -$5.2M -20,403 -17%
AWM
1181
Axxcess Wealth Management
California
$28.9M +$571K +2,240 +2%
IPAM
1182
ICICI Prudential Asset Management
India
$28.9M -$1.37M -5,374 -5%
WP
1183
WMS Partners
Maryland
$28.9M -$1.34M -5,262 -5%
CNBT
1184
Canandaigua National Bank & Trust
New York
$28.9M +$25.6M +100,257 New
RSWM
1185
Robertson Stephens Wealth Management
California
$28.9M +$1.13M +4,449 +5%
KC
1186
KCL Capital
New York
$28.8M -$31.9M -125,000 -56%
MGM
1187
Miura Global Management
New York
$28.8M +$10.2M +40,000 +67%
DKCM
1188
Davidson Kempner Capital Management
New York
$28.8M +$6.38M +25,000 +33%
DKP
1189
Davidson Kempner Partners
New York
$28.8M +$25.5M +100,000 New
CAM
1190
Columbia Asset Management
Michigan
$28.8M +$201K +787 +0.8%
GCM
1191
Graham Capital Management
Connecticut
$28.8M +$20.3M +79,504 +392%
VIP
1192
Vantage Investment Partners
Missouri
$28.8M +$788K +3,089 +3%
OAM
1193
Ostrum Asset Management
France
$28.7M +$25.4M +99,528 New
CCB
1194
Country Club Bank
Missouri
$28.6M +$670K +2,627 +3%
FDCC
1195
Foster Dykema Cabot & Co
Massachusetts
$28.6M +$1.48M +5,811 +6%
CM
1196
Churchill Management
California
$28.6M -$1.34M -5,255 -5%
GAB
1197
German American Bancorp
Indiana
$28.4M -$128K -500 -0.5%
IIC
1198
Ironwood Investment Counsel
Arizona
$28.4M +$212K +830 +0.9%
MCM
1199
Mengis Capital Management
Oregon
$28.3M -$380K -1,488 -1%
VWM
1200
Valley Wealth Managers
New Jersey
$28.3M -$216K -847 -0.9%

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.