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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
HPC
401
HM Payson & Co
Maine
$177M -$270K -1,023 -0.1%
OPERF
402
Oregon Public Employees Retirement Fund
Oregon
$176M -$7.83M -29,655 -4%
MCM
403
Marsico Capital Management
Colorado
$176M +$20.4M +77,188 +11%
AAM
404
Abeille Asset Management
France
$175M +$9.1M +34,475 +5%
FT
405
Fiduciary Trust
Massachusetts
$175M -$238K -900 -0.1%
AII
406
AGF Investments Inc
Ontario, Canada
$174M -$16.1K -61 -0%
MA
407
MUFG Americas
New York
$174M -$1.3M -4,919 -0.7%
OAM
408
Oppenheimer Asset Management
New York
$173M +$3.26M +12,358 +2%
WIM
409
Waverton Investment Management
United Kingdom
$173M -$11.9M -44,902 -6%
SW
410
SVB Wealth
Massachusetts
$172M +$4.05M +15,327 +2%
KAS
411
Kestra Advisory Services
Texas
$171M +$15.2M +57,549 +8%
JIC
412
Johnson Investment Counsel
Ohio
$171M +$1.82M +6,876 +0.9%
OC
413
Oppenheimer & Co
New York
$170M -$6.77M -25,634 -3%
JAM
414
Jupiter Asset Management
United Kingdom
$169M -$14.2M -53,711 -7%
BTCPP
415
Border to Coast Pensions Partnership
United Kingdom
$169M
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$168M +$1.08M +4,100 +0.6%
SAM
417
Silvercrest Asset Management
New York
$167M -$6.84M -25,908 -3%
MIM
418
Meridiem Investment Management
United Kingdom
$167M -$21.4M -81,233 -10%
RP
419
Riverbridge Partners
Minnesota
$166M +$13.4M +50,566 +8%
FI
420
Focused Investors
California
$166M -$3.78M -14,300 -2%
SBH
421
Segall Bryant & Hamill
Illinois
$165M -$3.95M -14,950 -2%
DWA
422
Douglass Winthrop Advisors
New York
$164M -$8.71K -33 -0%
GF
423
Gabelli Funds
New York
$163M -$5.14M -19,451 -3%
DADC
424
D.A. Davidson & Co
Montana
$162M +$1.22M +4,614 +0.7%
CAM
425
ClariVest Asset Management
California
$162M -$3.96M -15,000 -2%

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.