We are live on ! Find out more
MSFT icon

Microsoft

4,501 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,160 increasing their positions, 1,826 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $37.5B | Put options by funds: $21B

62% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 90

18% more repeat investments, than reductions

Existing positions increased: 2,160 | Existing positions reduced: 1,826

1.29% more ownership

Funds ownership: 69.82%71.11% (+1.3%)

0% less funds holding

Funds holding: 4,5084,501 (-7)

1% less funds holding in top 10

Funds holding in top 10: 2,4262,397 (-29)

8% less capital invested

Capital invested by funds: $1.34T → $1.23T (-$103B)

Holders
4,501
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.52%
Holding in Top 10
2,397
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-1.2%
% of All Funds
41.28%
New
146
Increased
2,160
Reduced
1,826
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
2651
Bouvel Investment Partners
Pennsylvania
$4.3M +$121K +459 +3%
PI
2652
Pettee Investors
Connecticut
$4.29M -$68.4K -259 -1%
BMCM
2653
Bryn Mawr Capital Management
Pennsylvania
$4.29M -$15.8K -60 -0.3%
GI
2654
GS Investments
Minnesota
$4.29M -$41.7K -158 -0.9%
MLA
2655
My Legacy Advisors
Oregon
$4.29M +$237K +896 +5%
WG
2656
Watchman Group
Texas
$4.28M +$2.64K +10 +0.1%
CFO
2657
CVA Family Office
Colorado
$4.27M -$82.1K -311 -2%
VDBMI
2658
Van Den Berg Management I
Texas
$4.27M -$50.4K -191 -1%
MPM
2659
MBB Public Markets
Illinois
$4.25M +$2.11K +8 +0%
CIA
2660
Cohen Investment Advisors
New Hampshire
$4.24M -$49.1K -186 -1%
HCM
2661
Helios Capital Management
Singapore
$4.22M +$739K +2,800 +18%
CIM
2662
Corda Investment Management
Texas
$4.22M +$264 +1 +0%
AFG
2663
Allegheny Financial Group
Pennsylvania
$4.22M +$108K +409 +2%
CG
2664
Clarus Group
Texas
$4.22M -$120K -455 -2%
LG
2665
Lane Generational
Massachusetts
$4.21M -$39.1K -148 -0.8%
AIA
2666
Affinity Investment Advisors
California
$4.21M -$1.46M -5,521 -23%
SIA
2667
SkyView Investment Advisors
New Jersey
$4.21M +$14.3K +54 +0.3%
KAM
2668
Knightsbridge Asset Management
California
$4.2M -$37.5K -142 -0.8%
GC
2669
Gilbert & Cook
Iowa
$4.2M +$117K +442 +2%
LWA
2670
Lineweaver Wealth Advisors
Ohio
$4.2M +$112K +426 +2%
SNBOSCI
2671
Security National Bank of Sioux City Iowa
Iowa
$4.19M +$114K +432 +2%
FNBOSM
2672
First National Bank of South Miami
Florida
$4.18M -$255K -965 -5%
ABP
2673
Arthur B. Page
$4.18M -$177K -669 -4%
BSI
2674
Bennett Selby Investments
Maine
$4.18M +$16.4K +62 +0.3%
SC
2675
Slow Capital
California
$4.17M +$266K +1,008 +6%

MSFT Hedge Fund Activity: Q3 2022 in Review

4,501 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2022, worth a combined $1.23T — down 7.7% from $1.34T a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new MSFT positions and 90 closed out — a net gain of 56 holders — while 2,160 added to existing stakes and 1,826 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $10.1B. The largest seller was T. Rowe Price Associates, cutting an estimated $6.47B.

  • 4,501 institutional investors held Microsoft (MSFT) as of Q3 2022, down from 4,508 in Q2 2022.
  • Funds reported $1.23T of Microsoft stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 146 funds opened new Microsoft positions in Q3 2022 and 90 closed out, a net change of +56 holders.
  • The largest Microsoft buyer in Q3 2022 was Gates Foundation Trust, an estimated $10.1B added.
  • The largest Microsoft seller in Q3 2022 was T. Rowe Price Associates, an estimated $6.47B sold.

Based on aggregated 13F filings for Q3 2022.