Microsoft
MSFT
4,814 hedge funds and large institutions have $1.79T invested in Microsoft in 2023 Q2 according to their latest regulatory filings, with 221 funds opening new positions, 1,780 increasing their positions, 2,494 reducing their positions, and 82 closing their positions.
170% more first-time investments, than exits
New positions opened: 221 | Existing positions closed: 82
6% more funds holding in top 10
Funds holding in top 10: 2,532 → 2,692 (+160)
2% more funds holding
Funds holding: 4,716 → 4,814 (+98)
6% more call options, than puts
Call options by funds: $39.4B | Put options by funds: $37.2B
0.01% more ownership
Funds ownership: 70.76% → 70.77% (+0.01%)
2% less capital inflows, than outflows
Capital inflows: $45.6B | Capital outflows: $46.5B
29% less repeat investments, than reductions
Existing positions increased: 1,780 | Existing positions reduced: 2,494
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.77B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3B |
| 3 |
Barclays
London,
United Kingdom
|
+$2.22B |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.18B |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.16B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.93B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.92B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.78B |
| 4 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.67B |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.41B |
MSFT Hedge Fund Activity: Q2 2023 in Review
4,814 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2023, worth a combined $1.79T — up 18% from $1.52T a quarter earlier.
Buyers outnumbered sellers: 221 funds opened new MSFT positions and 82 closed out — a net gain of 139 holders — while 1,780 added to existing stakes and 2,494 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.77B. The largest seller was Bank of America, cutting an estimated $2.93B.
- 4,814 institutional investors held Microsoft (MSFT) as of Q2 2023, up from 4,716 in Q1 2023.
- Funds reported $1.79T of Microsoft stock for Q2 2023, up 18% quarter-over-quarter.
- 221 funds opened new Microsoft positions in Q2 2023 and 82 closed out, a net change of +139 holders.
- The largest Microsoft buyer in Q2 2023 was JP Morgan Chase, an estimated $5.77B added.
- The largest Microsoft seller in Q2 2023 was Bank of America, an estimated $2.93B sold.
Based on aggregated 13F filings for Q2 2023.