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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
AI
576
Atria Investments
North Carolina
$89.2M -$267K -1,010 -0.3%
BSA
577
Braun Stacey Associates
New York
$89.2M -$715K -2,706 -0.7%
NMERB
578
New Mexico Educational Retirement Board
New Mexico
$89.1M -$8.74M -33,100 -8%
SCM
579
Suvretta Capital Management
New York
$89.1M +$34.9M +132,223 +53%
RMDI
580
R.M. Davis Inc
Maine
$88.9M +$5.26M +19,916 +6%
CS
581
Cannell & Spears
New York
$88.5M +$196K +741 +0.2%
ACGDR
582
Atmos Capital Gestao de Recursos
Brazil
$88.2M +$29.9M +113,191 +43%
SC
583
Sculptor Capital
New York
$88M -$19.5M -74,021 -16%
C
584
Consulta
United Kingdom
$87.3M +$99M +375,000 New
DSA
585
Davis Selected Advisers
Arizona
$86.5M -$1.47M -5,559 -1%
GT
586
Glenview Trust
Kentucky
$86.5M +$1.71M +6,479 +2%
IMCOOI
587
Investment Management Corp of Ontario (IMCO)
Canada
$85.7M
WMC
588
Westwood Management Corporation
Illinois
$85.5M -$2.86M -10,850 -3%
RJT
589
Raymond James Trust
Florida
$85.3M +$1.02M +3,860 +1%
FFM
590
Fullerton Fund Management
Singapore
$84.9M +$22.6M +85,739 +31%
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$84.6M +$1.54M +5,823 +2%
MAM
592
Meeder Asset Management
Ohio
$84.5M -$2.79M -10,573 -3%
HW
593
Hancock Whitney
Mississippi
$84.2M -$2.91M -11,008 -3%
JHP
594
James Hambro & Partners
United Kingdom
$84.2M -$1.16M -4,395 -1%
KIA
595
KCM Investment Advisors
California
$83.9M -$652K -2,471 -0.7%
HCM
596
Howland Capital Management
Massachusetts
$83.4M -$247K -937 -0.3%
RHBC
597
R.H. Bluestein & Co
Michigan
$83.3M -$1.43M -5,415 -1%
GLA
598
Great Lakes Advisors
Illinois
$83M -$989K -3,744 -1%
SIA
599
Sit Investment Associates
Minnesota
$82.7M -$2.82M -10,665 -3%
SG Americas Securities
600
SG Americas Securities
New York
$81.5M -$67.4M -255,272 -42%

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.