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
JRFS
4051
James Reed Financial Services
Ohio
$617K +$43.8K +166 +7%
RIA
4052
Richwood Investment Advisors
Ohio
$615K -$34.3K -130 -5%
CRIG
4053
Charter Research & Investment Group
Connecticut
$614K -$20.1K -76 -3%
SAM
4054
Sequent Asset Management
Texas
$614K +$10.6K +40 +2%
CFO
4055
Capitol Family Office
Oregon
$611K
PWS
4056
Private Wealth Strategies
Ohio
$610K -$519K -1,966 -43%
OAJ
4057
Ogorek Anthony Joseph
New York
$607K +$5.28K +20 +0.8%
GCM
4058
Glaxis Capital Management
Florida
$606K
LFS
4059
Lutz Financial Services
Nebraska
$606K +$687K +2,601 New
RGF
4060
Retirement Guys Formula
Ohio
$605K +$25.3K +96 +4%
PAA
4061
Peregrine Asset Advisers
Oregon
$604K -$12.1K -46 -2%
HAS
4062
Holland Advisory Services
Florida
$604K -$528 -2 -0.1%
MFGP
4063
Marshall Financial Group (Pennsylvania)
Pennsylvania
$604K +$19.3K +73 +3%
FCG
4064
Financial Connections Group
California
$602K -$298K -1,129 -30%
BMD
4065
Better Money Decisions
New Mexico
$602K +$25.3K +96 +4%
IF
4066
Insight Folios
North Carolina
$601K -$135K -512 -17%
PIA
4067
Powell Investment Advisors
Florida
$601K +$264 +1 +0%
FI
4068
FIDELIS iM
Oregon
$601K +$792 +3 +0.1%
BAM
4069
Bosun Asset Management
Illinois
$599K -$339K -1,284 -33%
VEA
4070
Virtus ETF Advisers
New York
$598K -$29.8K -113 -4%
GC
4071
Gibson Capital
Pennsylvania
$598K
AMR
4072
Asset Management Resources
Massachusetts
$598K +$45.9K +174 +7%
GCWM
4073
Graham Capital Wealth Management
District of Columbia
$596K +$6.87K +26 +1%
FF
4074
Francis Financial
$596K +$42.8K +162 +7%
MIAS
4075
Mason Investment Advisory Services
Virginia
$595K +$131K +496 +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.