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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
BHIA
626
Birch Hill Investment Advisors
Massachusetts
$76.3M -$1.72M -6,515 -2%
CK
627
Cohen Klingenstein
New York
$76.3M
ACP
628
Ashfield Capital Partners
California
$76.1M -$901K -3,414 -1%
AAM
629
AMI Asset Management
California
$75.9M -$3.03M -11,460 -3%
HCMT
630
Highland Capital Management (Tennessee)
Tennessee
$75.8M -$2.05M -7,758 -2%
DDC
631
DF Dent & Co
Maryland
$75.8M +$19.6M +74,084 +29%
HPWM
632
Highland Private Wealth Management
Washington
$75.7M -$2.43M -9,204 -3%
PP
633
Prudential plc
United Kingdom
$75.7M +$6.22M +23,541 +8%
CCM
634
Cullen Capital Management
New York
$75.6M +$165K +623 +0.2%
HFS
635
Hantz Financial Services
Michigan
$75.3M +$739K +2,799 +0.9%
BGCP
636
Bristol Gate Capital Partners
Ontario, Canada
$75.2M -$2.79M -10,572 -3%
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$75.1M +$12M +45,506 +16%
GH
638
GAM Holding
Switzerland
$74.8M +$524K +1,983 +0.6%
FCM
639
Fernbridge Capital Management
California
$74.8M +$29.4M +111,210 +53%
LCAM
640
London & Capital Asset Management
United Kingdom
$74.5M -$3.63M -13,763 -4%
BA
641
Bridgewater Associates
Connecticut
$74.3M +$51.4M +194,563 +156%
SIC
642
Schwartz Investment Counsel
Michigan
$74.2M -$153K -581 -0.2%
CFG
643
Citizens Financial Group
Rhode Island
$74.1M +$2.06M +7,800 +3%
NEI
644
Northwest & Ethical Investments
Ontario, Canada
$73.7M +$602K +2,281 +0.7%
BCI
645
Brinker Capital Investments
Pennsylvania
$73.4M -$2.15M -8,137 -3%
ZCM
646
Ziegler Capital Management
Illinois
$73.3M -$1.99M -7,551 -2%
MTC
647
McDaniel Terry & Co
Texas
$72.4M -$16.9K -64 -0%
AG
648
AIA Group
Hong Kong
$72.4M -$12.2M -46,246 -13%
WSFS
649
Wilmington Savings Fund Society
Delaware
$71.7M -$598K -2,264 -0.7%
SC
650
Samlyn Capital
New York
$71.3M +$16M +60,671 +25%

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.