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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
BPCE
476
Bank Pictet & Cie (Europe)
Germany
$133M -$9M -34,086 -6%
SAM
477
Shell Asset Management
Netherlands
$133M -$45.7M -173,219 -23%
AIM
478
Achmea Investment Management
Netherlands
$133M -$16M -60,605 -10%
LFDLE
479
La Financiere de L'Echiquier
France
$133M +$4.11M +15,566 +3%
IC
480
IEQ Capital
California
$133M +$27.2M +103,158 +22%
TC
481
Tairen Capital
Hong Kong
$132M -$31.4M -118,948 -17%
Lido Advisors
482
Lido Advisors
California
$132M +$21M +79,376 +16%
NA
483
NewEdge Advisors
Louisiana
$131M -$225K -854 -0.2%
SPIA
484
Steward Partners Investment Advisory
New York
$131M +$729K +2,761 +0.5%
PAG
485
Private Advisor Group
New Jersey
$131M -$44.6M -168,919 -23%
MRG
486
Milestone Resources Group
British Virgin Islands
$130M
HMP
487
HS Management Partners
New York
$129M -$804K -3,046 -0.5%
SF
488
Synovus Financial
Georgia
$128M +$2.88M +10,890 +2%
EWA
489
EP Wealth Advisors
California
$128M +$17M +64,462 +13%
DLA
490
Douglas Lane & Associates
New York
$128M -$1.85M -7,012 -1%
AAM
491
Advisors Asset Management
Colorado
$128M -$17.6M -66,734 -11%
MHC
492
Meyer Handelman Company
New York
$128M -$66K -250 -0%
NP
493
NS Partners
United Kingdom
$127M -$1.78M -6,739 -1%
CC
494
Capital Counsel
New York
$126M +$933K +3,533 +0.7%
PGFC
495
Peapack-Gladstone Financial Corp
New Jersey
$125M +$27.4M +103,634 +24%
BPA
496
Beacon Pointe Advisors
California
$125M -$1.11M -4,215 -0.8%
EMPI
497
Elo Mutual Pension Insurance
Finland
$124M -$7.31M -27,698 -5%
BAMCO Inc
498
BAMCO Inc
New York
$122M +$9.24K +35 +0%
HA
499
Homestead Advisers
Virginia
$122M -$15.7M -59,500 -10%
CIM
500
Confluence Investment Management
Missouri
$121M +$198K +749 +0.1%

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.