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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
PJSIMP
1201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28.2M -$736K -2,887 -3%
EVM
1202
Evelyn V. Moreno
$28.2M -$6.38K -25 -0%
PIM
1203
Penobscot Investment Management
Massachusetts
$28.1M -$280K -1,097 -1%
PAS
1204
Professional Advisory Services
Florida
$28M -$1.89M -7,393 -7%
JIR
1205
James Investment Research
Ohio
$27.9M -$864K -3,389 -3%
VWA
1206
Visionary Wealth Advisors
Illinois
$27.9M +$110K +433 +0.4%
MWM
1207
Moran Wealth Management
Florida
$27.9M +$867K +3,397 +4%
TA
1208
TruWealth Advisors
Louisiana
$27.9M +$484K +1,897 +2%
FHB
1209
First Hawaiian Bank
Hawaii
$27.9M +$671K +2,632 +3%
FM
1210
Freemont Management
Switzerland
$27.8M
ATPW
1211
Ashton Thomas Private Wealth
Arizona
$27.7M +$1.67M +6,555 +7%
CANC
1212
Culbertson A N & Co
Virginia
$27.7M -$305K -1,195 -1%
WCA
1213
Waratah Capital Advisors
Ontario, Canada
$27.7M -$12.9M -50,551 -35%
PIM
1214
Progressive Investment Management
Oregon
$27.6M +$819K +3,212 +3%
WI
1215
Wahed Invest
New York
$27.6M -$303K -1,187 -1%
GIM
1216
Goelzer Investment Management
Indiana
$27.6M -$2.55M -10,006 -9%
RPC
1217
Rossmore Private Capital
Connecticut
$27.6M -$633K -2,482 -3%
HAIM
1218
Hunter Associates Investment Management
Pennsylvania
$27.5M -$173K -678 -0.7%
Kayne Anderson Rudnick Investment Management
1219
Kayne Anderson Rudnick Investment Management
California
$27.5M +$2.12M +8,301 +10%
RF
1220
Rollins Financial
Georgia
$27.5M +$305K +1,196 +1%
MMG
1221
Monetary Management Group
Missouri
$27.4M -$19.1K -75 -0.1%
ST
1222
Smithfield Trust
Pennsylvania
$27.3M -$24.2K -95 -0.1%
SIG
1223
Sky Investment Group
Connecticut
$27.2M -$189K -740 -0.8%
LBA
1224
Lowell Blake & Associates
Massachusetts
$27.2M -$1.2M -4,698 -5%
NB
1225
NBT Bank
New York
$27.2M -$168K -657 -0.7%

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.