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
WI
2801
Wedgewood Investors
Pennsylvania
$3.68M
I
2802
INVST
Indiana
$3.68M +$145K +551 +4%
SWMG
2803
Signature Wealth Management Group
Georgia
$3.68M -$187K -710 -4%
PHIMC
2804
Private Harbour Investment Management & Counsel
Ohio
$3.67M -$267K -1,010 -6%
NCM
2805
NCM Capital Management
New Jersey
$3.67M -$19.5K -74 -0.5%
FNA
2806
First National Advisers
Nebraska
$3.67M +$1.04M +3,951 +33%
TC
2807
Trust Company
Kansas
$3.67M -$152K -575 -4%
SI
2808
Saxon Interests
Texas
$3.67M -$18K -68 -0.5%
CIC
2809
Cornercap Investment Counsel
Georgia
$3.66M -$61K -231 -1%
CA
2810
CGN Advisors
Kansas
$3.66M +$1.06M +4,025 +34%
SIM
2811
Sterling Investment Management
Arizona
$3.65M +$851K +3,221 +26%
BHIC
2812
Bassett Hargrove Investment Counsel
Delaware
$3.65M +$4.13M +15,650 New
CIA
2813
Citadel Investment Advisory
Ohio
$3.64M +$26.4K +100 +0.6%
MSCM
2814
McElhenny Sheffield Capital Management
Texas
$3.63M -$1.06K -4 -0%
ES
2815
Eagle Strategies
New York
$3.63M +$167K +631 +4%
AA
2816
Addison Advisors
Vermont
$3.63M +$184K +696 +5%
HFBOT
2817
Home Federal Bank of Tennessee
Tennessee
$3.62M -$11.9K -45 -0.3%
LRWA
2818
Long Run Wealth Advisors
New York
$3.62M +$282K +1,069 +7%
HWM
2819
Hemington Wealth Management
Virginia
$3.62M +$76.6K +290 +2%
BA
2820
Ballast Advisors
Minnesota
$3.62M +$234K +886 +6%
AHIA
2821
Andrew Hill Investment Advisors
Florida
$3.61M -$841K -3,186 -17%
EI
2822
Ellevest Inc
New York
$3.59M -$818K -3,098 -17%
LS
2823
Leelyn Smith
Illinois
$3.59M -$5.81M -21,989 -59%
NCM
2824
New Capital Management
Texas
$3.58M
WHCI
2825
W.H. Cornerstone Investments
Massachusetts
$3.58M +$4.2M +15,904 New

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.