We are live on ! Find out more
MSFT icon

Microsoft

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
LSV Asset Management
1276
LSV Asset Management
Illinois
$25.6M -$139K -545 -0.6%
GGI
1277
Godsey & Gibb Inc
Virginia
$25.6M -$367K -1,438 -2%
MCM
1278
Mitchell Capital Management
Kansas
$25.6M +$473K +1,854 +2%
NCM
1279
Nelson Capital Management
California
$25.5M +$246K +966 +1%
KHLMVGHM
1280
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$25.5M -$6.3M -24,690 -22%
AO
1281
Allen Operations
New York
$25.5M
CIA
1282
Covington Investment Advisors
Pennsylvania
$25.5M -$1.96M -7,666 -8%
MWM
1283
Merriman Wealth Management
Washington
$25.4M -$2.04M -7,983 -8%
UAS
1284
United Asset Strategies
New York
$25.4M -$46.2K -181 -0.2%
PWMAG
1285
Pinnacle Wealth Management Advisory Group
New Jersey
$25.4M +$659K +2,583 +3%
EWM
1286
Edge Wealth Management
New York
$25.4M -$185K -727 -0.8%
GIP
1287
Greatmark Investment Partners
Georgia
$25.3M -$981K -3,846 -4%
BFC
1288
Blue Fin Capital
Rhode Island
$25.2M -$10.7K -42 -0.1%
AWM
1289
Avitas Wealth Management
California
$25.2M -$362K -1,421 -2%
IAN
1290
Integrated Advisors Network
Texas
$25.2M +$534K +2,094 +2%
CCP
1291
Clough Capital Partners
Massachusetts
$25.2M -$2.9M -11,355 -12%
JAG
1292
Journey Advisory Group
Kentucky
$25.2M +$2.46M +9,661 +12%
TSW
1293
Thompson Siegel & Walmsley
Virginia
$25.1M +$1.82M +7,152 +9%
ACM
1294
Atika Capital Management
New York
$25.1M +$9.23M +36,200 +71%
MIM
1295
Morningstar Investment Management
Illinois
$25M -$3.46M -13,576 -14%
MIM
1296
Marco Investment Management
Georgia
$25M -$2.66M -10,435 -11%
MC
1297
MIG Capital
California
$25M -$10.7M -42,083 -33%
TFA
1298
Teamwork Financial Advisors
Texas
$25M -$2.49M -9,747 -10%
NFG
1299
Nations Financial Group
Iowa
$24.9M +$966K +3,786 +5%
ILCM
1300
Ivy Lane Capital Management
Florida
$24.8M

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.