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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
MOACM
326
Mutual of America Capital Management
New York
$248M +$3.41M +12,903 +1%
MBI
327
Montrusco Bolton Investments
Quebec, Canada
$247M +$42.1M +159,560 +17%
TPSF
328
Texas Permanent School Fund
Texas
$246M +$17.8M +67,371 +7%
BPC
329
Banque Pictet & Cie
Switzerland
$245M -$5.67M -21,485 -2%
CIC
330
Chilton Investment Company
Connecticut
$244M +$4.32M +16,369 +2%
YCM
331
Yousif Capital Management
Michigan
$242M -$6.24M -23,616 -2%
Rafferty Asset Management
332
Rafferty Asset Management
New York
$241M +$37.6M +142,459 +16%
AI
333
Ariel Investments
Illinois
$235M -$4.99M -18,901 -2%
ZIM
334
Zacks Investment Management
Illinois
$235M +$8.16M +30,887 +3%
AssetMark Inc
335
AssetMark Inc
California
$235M +$17.8M +67,589 +7%
CFB
336
Cullen/Frost Bankers
Texas
$234M +$4.99M +18,880 +2%
Bank of Nova Scotia
337
Bank of Nova Scotia
Ontario, Canada
$233M -$353M -1,337,804 -57%
ASC
338
Atalanta Sosnoff Capital
New York
$232M -$3.92M -14,851 -1%
MNG
339
Manning & Napier Group
New York
$229M -$420K -1,590 -0.2%
JWBC
340
John W. Bristol & Co
New York
$227M -$1.08M -4,096 -0.4%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$227M -$163K -619 -0.1%
BC
342
Bartlett & Co
Ohio
$227M -$163K -619 -0.1%
EWM
343
Evercore Wealth Management
New York
$225M +$1.35M +5,119 +0.5%
WRCM
344
Whale Rock Capital Management
Massachusetts
$225M -$125M -473,963 -33%
EPFB
345
Employees Provident Fund Board
Malaysia
$224M -$64.6M -244,496 -20%
Point72 Asset Management
346
Point72 Asset Management
Connecticut
$223M +$151M +571,310 +148%
IAIM
347
Industrial Alliance Investment Management
Quebec, Canada
$223M +$20.2M +76,349 +9%
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$220M +$5.69M +21,561 +2%
CI
349
Clal Insurance
Israel
$219M +$30.6M +116,000 +14%
TG
350
TCW Group
California
$217M +$48.1M +182,200 +24%

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.