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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$187B +$1.75B +6,879,405 +1%
BlackRock
2
BlackRock
New York
$155B +$1.41B +5,530,388 +1%
State Street
3
State Street
Massachusetts
$84.2B -$629M -2,467,798 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$57.8B +$392M +1,537,712 +0.8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$47.9B -$666M -2,611,642 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$41.5B +$417M +1,634,583 +1%
Morgan Stanley
7
Morgan Stanley
New York
$34.7B +$229M +898,941 +0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$27.3B +$407M +1,596,683 +2%
Norges Bank
9
Norges Bank
Norway
$25.7B +$764M +2,996,150 +3%
Capital World Investors
10
Capital World Investors
California
$25.3B -$1.05B -4,106,083 -4%
Capital International Investors
11
Capital International Investors
California
$24.5B +$305M +1,195,528 +1%
Northern Trust
12
Northern Trust
Illinois
$24B +$16.8M +65,911 +0.1%
Bank of America
13
Bank of America
North Carolina
$22.6B +$829M +3,249,612 +4%
Capital Research Global Investors
14
Capital Research Global Investors
California
$21.7B -$752M -2,946,724 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$21.6B -$581M -2,275,856 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$19B +$569M +2,230,113 +3%
N
17
Nuveen
North Carolina
$15.9B -$258M -1,011,168 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$14.5B +$337M +1,320,417 +3%
AllianceBernstein
19
AllianceBernstein
Tennessee
$13.9B -$281M -1,102,164 -2%
Charles Schwab
20
Charles Schwab
California
$12.4B +$274M +1,074,987 +3%
Goldman Sachs
21
Goldman Sachs
New York
$12B +$1.15B +4,527,590 +12%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$11.4B -$141M -553,545 -1%
Gates Foundation Trust
23
Gates Foundation Trust
Washington
$11.3B
UBS AM
24
UBS AM
Illinois
$11.3B -$266M -1,044,750 -3%
Wells Fargo
25
Wells Fargo
California
$10.8B -$91.7M -359,643 -1%

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.