Microsoft
MSFT
4,859 hedge funds and large institutions have $1.66T invested in Microsoft in 2023 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 2,208 increasing their positions, 2,099 reducing their positions, and 91 closing their positions.
109% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 91
6% more capital inflows, than outflows
Capital inflows: $40.7B | Capital outflows: $38.4B
5% more repeat investments, than reductions
Existing positions increased: 2,208 | Existing positions reduced: 2,099
1% more funds holding
Funds holding: 4,813 → 4,859 (+46)
0.02% more ownership
Funds ownership: 70.77% → 70.79% (+0.02%)
0% less funds holding in top 10
Funds holding in top 10: 2,691 → 2,683 (-8)
6% less call options, than puts
Call options by funds: $36.8B | Put options by funds: $39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.9B |
| 2 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.51B |
| 3 |
JP Morgan Chase
New York
|
+$1.18B |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$1.03B |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.02B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
-$4.03B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.64B |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.7B |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.42B |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.34B |
MSFT Hedge Fund Activity: Q3 2023 in Review
4,859 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2023, worth a combined $1.66T — down 7.1% from $1.79T a quarter earlier.
Buyers outnumbered sellers: 190 funds opened new MSFT positions and 91 closed out — a net gain of 99 holders — while 2,208 added to existing stakes and 2,099 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.9B. The largest seller was TCI Fund Management, exiting entirely with an estimated $4.03B sold.
- 4,859 institutional investors held Microsoft (MSFT) as of Q3 2023, up from 4,813 in Q2 2023.
- Funds reported $1.66T of Microsoft stock for Q3 2023, down 7.1% quarter-over-quarter.
- 190 funds opened new Microsoft positions in Q3 2023 and 91 closed out, a net change of +99 holders.
- The largest Microsoft buyer in Q3 2023 was Fidelity Investments, an estimated $1.9B added.
- The largest Microsoft seller in Q3 2023 was TCI Fund Management, an estimated $4.03B sold.
Based on aggregated 13F filings for Q3 2023.