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
CNWM
2876
Clay Northam Wealth Management
California
$3.43M +$95.1K +360 +3%
OCM
2877
Orion Capital Management
California
$3.43M +$108K +408 +3%
APTFM
2878
AGUR Provident & Training Funds Management
Israel
$3.43M
RSC
2879
Red Spruce Capital
Pennsylvania
$3.43M +$48.1K +182 +1%
MSR
2880
Main Street Research
Connecticut
$3.42M +$1.02M +3,878 +36%
SCM
2881
Stanley Capital Management
Texas
$3.42M
APF
2882
Alaska Permanent Fund
Alaska
$3.42M +$847K +3,208 +28%
IIM
2883
InTrack Investment Management
Vermont
$3.42M -$109K -411 -3%
VCM
2884
Virtue Capital Management
Tennessee
$3.42M -$73.7K -279 -2%
AWM
2885
Aberdeen Wealth Management
Illinois
$3.42M +$528 +2 +0%
WAL
2886
W Advisors LLC
Tennessee
$3.41M
BPGAM
2887
BTG Pactual Global Asset Management
Bermuda
$3.41M +$5.54K +21 +0.1%
ETH
2888
Exos TFP Holdings
New York
$3.4M +$3.86M +14,622 New
EGM
2889
Engineers Gate Manager
New York
$3.4M +$1.55M +5,870 +67%
CMS
2890
Capital Market Strategies
Florida
$3.4M -$157K -593 -4%
SHFA
2891
SC&H Financial Advisors
Maryland
$3.39M -$269K -1,019 -7%
PC
2892
Port Capital
Illinois
$3.39M +$205K +777 +6%
VWM
2893
Vigilare Wealth Management
Arizona
$3.39M -$146K -552 -4%
CBA
2894
Coastal Bridge Advisors
Connecticut
$3.39M +$47K +178 +1%
DS
2895
Dudley & Shanley
Florida
$3.38M
VIA
2896
Vickerman Investment Advisors
Washington
$3.38M +$215K +813 +6%
FNBOH
2897
First National Bank of Hutchinson
Kansas
$3.38M +$103K +389 +3%
OCM
2898
Orser Capital Management
Texas
$3.38M -$29K -110 -0.8%
VCM
2899
Vetamer Capital Management
California
$3.38M +$3.83M +14,494 New
GCC
2900
Game Creek Capital
Massachusetts
$3.37M -$46.2K -175 -1%

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.