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
EB
601
Eastern Bank
Massachusetts
$81M -$505K -1,914 -0.5%
CGL
602
Clarius Group LLC
Washington
$80.9M -$249K -944 -0.3%
PFM
603
Parsec Financial Management
North Carolina
$80.8M +$478K +1,812 +0.5%
ONB
604
Old National Bancorp
Indiana
$80.5M +$412K +1,559 +0.5%
GT
605
Greenleaf Trust
Michigan
$80.4M +$18.7M +70,900 +26%
CF
606
Cypress Funds
California
$80.3M
BFM
607
Blacksheep Fund Management
Ireland
$80.2M
PCM
608
Penserra Capital Management
California
$79.8M +$18M +68,253 +25%
CTC (Chicago Trading Company)
609
CTC (Chicago Trading Company)
Illinois
$79.8M +$51.6M +195,340 +133%
FPCG
610
Fort Pitt Capital Group
Pennsylvania
$79.7M -$4.31M -16,304 -5%
SI
611
Stephens Inc
Arkansas
$79.6M +$3.8M +14,405 +4%
DCM
612
Donaldson Capital Management
Indiana
$78.9M +$1.21M +4,577 +1%
BRWA
613
B. Riley Wealth Advisors
Florida
$78.8M +$23M +87,241 +35%
CL
614
CPWM LLC
Washington
$78.8M -$5.01M -18,987 -5%
WGAM
615
Wilkinson Global Asset Management
New York
$78.7M -$2.11M -7,990 -2%
CSIC
616
Clifford Swan Investment Counsel
California
$78.7M -$1.02M -3,864 -1%
ICG
617
InterOcean Capital Group
Tennessee
$78.6M +$5.67M +21,457 +7%
TCM
618
Tybourne Capital Management
Hong Kong
$78.1M -$27M -102,100 -23%
VDI
619
Vaughan David Investments
Illinois
$77.9M +$195K +737 +0.2%
BA
620
Bristlecone Advisors
Washington
$77.8M +$1.81M +6,852 +2%
HIMC
621
Heritage Investors Management Corp
Maryland
$77.7M -$359K -1,358 -0.4%
BWC
622
Blue Whale Capital
United Kingdom
$77.6M -$15.7M -59,500 -15%
CF
623
Cantor Fitzgerald
New York
$77.3M -$12.8M -48,642 -13%
NW
624
NewEdge Wealth
Pennsylvania
$76.9M +$7.02M +26,583 +9%
MJRIC
625
Mogy Joel R Investment Counsel
California
$76.4M -$134K -509 -0.2%

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.