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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
TA
501
Trivest Advisors
Hong Kong
$120M -$27.6M -104,600 -17%
LIP
502
Liontrust Investment Partners
United Kingdom
$120M -$24.8M -94,054 -15%
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
$120M +$77.3M +292,747 +132%
DAM
504
Delta Asset Management
Tennessee
$120M -$1.26M -4,790 -0.9%
KCM
505
Kensico Capital Management
Connecticut
$119M -$1.95M -7,400 -1%
MVIP
506
Mar Vista Investment Partners
California
$118M +$19.2M +72,792 +17%
AC
507
Alleghany Corporation
New York
$118M
CA
508
Cornerstone Advisors
North Carolina
$118M +$27.7M +105,000 +26%
ACM
509
Advisors Capital Management
New Jersey
$118M +$12.3M +46,738 +11%
PA
510
Pinnacle Associates
New York
$118M -$933K -3,533 -0.7%
ACM
511
Anomaly Capital Management
New York
$117M -$12.8M -48,533 -9%
ACM
512
Argent Capital Management
Missouri
$117M +$31.4M +119,096 +31%
Sands Capital Management
513
Sands Capital Management
Virginia
$116M +$15.2M +57,638 +13%
PI
514
PGGM Investments
Netherlands
$116M +$132M +499,836 New
AC
515
Avenir Corporation
Virginia
$116M -$491K -1,858 -0.4%
SCM
516
Shelton Capital Management
Colorado
$116M +$177K +672 +0.1%
MC
517
Metropolis Capital
United Kingdom
$116M +$82M +310,460 +167%
AC
518
AKO Capital
United Kingdom
$115M +$131M +494,820 New
BAMF
519
BI Asset Management Fondsmaeglerselskab
Denmark
$114M -$18.7M -70,676 -13%
SIG
520
Stonegate Investment Group
Alabama
$112M +$529K +2,003 +0.4%
MG
521
Markel Group
Virginia
$112M
CGH
522
Crossmark Global Holdings
Texas
$111M -$1.08M -4,088 -0.8%
MC
523
Martin Currie
United Kingdom
$111M -$3.38M -12,795 -3%
B
524
Bailard
California
$111M +$588K +2,225 +0.5%
BFM
525
Boston Financial Management
Massachusetts
$111M +$1.41M +5,335 +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.