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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
TAM
1301
Trust Asset Management
Texas
$24.8M +$351K +1,376 +2%
WWM
1302
Western Wealth Management
Colorado
$24.7M +$1.06M +4,157 +5%
RC
1303
Randolph Company
Ohio
$24.7M
CCG
1304
Cypress Capital Group
Florida
$24.7M -$434K -1,702 -2%
CA
1305
Claar Advisors
New York
$24.6M -$191K -750 -0.9%
HCM
1306
Hilton Capital Management
New York
$24.6M -$629K -2,465 -2%
CCFCSB
1307
Cape Cod Five Cents Savings Bank
Massachusetts
$24.5M -$1.03M -4,021 -5%
B
1308
Bensler
Washington
$24.5M +$25.8K +101 +0.1%
TCM
1309
Tufton Capital Management
Maryland
$24.5M -$60.5K -237 -0.3%
CC
1310
Cartenna Capital
Connecticut
$24.5M +$21.7M +85,000 New
LIA
1311
LS Investment Advisors
Michigan
$24.4M -$212K -831 -1%
SAM
1312
SP Asset Management
California
$24.3M -$266K -1,044 -1%
LIM
1313
Leavell Investment Management
Alabama
$24.3M +$8.42K +33 +0%
PFM
1314
Premier Fund Managers
United Kingdom
$24.3M +$11.7M +46,056 +117%
SVWAG
1315
Sound View Wealth Advisors Group
Georgia
$24.1M -$197K -773 -0.9%
HC
1316
Hillman Company
Pennsylvania
$24.1M -$5.27M -20,664 -20%
CQS
1317
Credential Qtrade Securities
$24.1M -$214K -838 -1%
HBT
1318
Hills Bank & Trust
Iowa
$24.1M -$507K -1,989 -2%
WPI
1319
Walter Public Investments
Canada
$24M +$1.16M +4,531 +6%
CCA
1320
Checchi Capital Advisers
California
$24M +$837K +3,281 +4%
RCM
1321
Rings Capital Management
Illinois
$23.9M
WCMN
1322
Westchester Capital Management (Nebraska)
Nebraska
$23.9M -$342K -1,341 -2%
CWM
1323
CMH Wealth Management
New Hampshire
$23.9M +$378K +1,482 +2%
CW
1324
CreativeOne Wealth
Kansas
$23.8M -$72.2K -283 -0.3%
TIM
1325
Thompson Investment Management
Wisconsin
$23.7M +$695K +2,723 +3%

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.