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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
HP
1251
Hosking Partners
United Kingdom
$26.4M -$4.55M -17,824 -16%
P
1252
Pitcairn
Pennsylvania
$26.3M +$2.06M +8,059 +10%
SA
1253
Strategic Advisors
New York
$26.2M -$602K -2,359 -3%
SWM
1254
SeaCrest Wealth Management
New York
$26.2M +$589K +2,310 +3%
ANBT
1255
American National Bank & Trust
Texas
$26.2M +$597K +2,341 +3%
BHWM
1256
Bar Harbor Wealth Management
New Hampshire
$26.2M -$2.21M -8,657 -9%
FC
1257
Fulcrum Capital
Washington
$26.2M -$951K -3,728 -4%
GLCM
1258
Greenlea Lane Capital Management
Connecticut
$26.2M +$23.2M +90,870 New
IUHSA
1259
Itau Unibanco Holding S.A.
Brazil
$26.1M +$4.09M +16,051 +22%
WAM
1260
Wallington Asset Management
Indiana
$26.1M +$79.1K +310 +0.3%
PMG
1261
ProVise Management Group
Florida
$26M +$1.37M +5,379 +6%
FMAEN1
1262
Fund Management at Engine No 1
California
$26M +$2.1M +8,222 +10%
NWM
1263
Nicola Wealth Management
British Columbia, Canada
$26M
CI
1264
Cigna Investments
Connecticut
$26M -$457K -1,793 -2%
CLCM
1265
Center Lake Capital Management
Florida
$25.9M +$16.6M +65,000 +260%
BST
1266
Bath Savings Trust
Maine
$25.9M +$24.7K +97 +0.1%
AAIM
1267
American Assets Investment Management
California
$25.8M
AP
1268
Americana Partners
Texas
$25.8M +$60.7K +238 +0.3%
MAM
1269
Mark Asset Management
New York
$25.8M +$7.55M +29,609 +50%
TSS
1270
Two Sigma Securities
New York
$25.8M +$20.5M +80,203 +874%
AIM
1271
Anchor Investment Management
South Carolina
$25.8M +$457K +1,792 +2%
HIC
1272
Hartline Investment Corp
Illinois
$25.7M -$414K -1,624 -2%
SGK
1273
Steigerwald Gordon & Koch
Virginia
$25.7M +$469K +1,840 +2%
PGIM
1274
Pacific Global Investment Management
California
$25.7M -$1.3M -5,077 -5%
IP
1275
Interval Partners
New York
$25.7M +$22.7M +89,000 New

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.