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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
IAA
651
Independent Advisor Alliance
North Carolina
$71M -$5.7M -21,574 -7%
TC
652
TownSquare Capital
Utah
$70.9M +$1.04M +3,929 +1%
Cetera Investment Advisers
653
Cetera Investment Advisers
Illinois
$70.6M -$27.3M -103,436 -25%
FA
654
FDx Advisors
Illinois
$70.5M -$14.6M -55,443 -15%
KA
655
Kintegral Advisory
New York
$70.5M
NIG
656
NFJ Investment Group
Texas
$70.5M -$4.7M -17,815 -6%
PA
657
Profund Advisors
Maryland
$70.2M -$4.32M -16,378 -5%
CIP
658
Chartwell Investment Partners
Pennsylvania
$70M -$330K -1,248 -0.4%
HAM
659
Honeycomb Asset Management
New York
$69.9M +$79.2M +300,000 New
V
660
Veritable
Delaware
$69.6M -$6.18M -23,409 -7%
SFM
661
Stack Financial Management
Montana
$69.5M +$529K +2,002 +0.7%
NC
662
NZS Capital
Colorado
$68.6M +$22.3M +84,576 +40%
VI
663
Vestcor Inc
New Brunswick, Canada
$68.6M +$898K +3,401 +1%
GIA
664
Guyasuta Investment Advisors
Pennsylvania
$68.3M -$99K -375 -0.1%
MAM
665
Martingale Asset Management
Massachusetts
$68.3M -$1.33M -5,055 -2%
ACI
666
Alpha Cubed Investments
California
$67.9M +$684K +2,589 +0.9%
USAA
667
United Services Automobile Association
Texas
$67.6M +$2.67M +10,121 +4%
HJGA
668
Hardman Johnston Global Advisors
Connecticut
$67M +$5.32M +20,130 +8%
BCV
669
Banque Cantonale Vaudoise
Switzerland
$66.8M +$372K +1,409 +0.5%
CIS
670
Capital International Sarl
California
$66.4M +$6.36M +24,088 +9%
CCM
671
Chilton Capital Management
Texas
$66.3M +$1.41M +5,327 +2%
CTC
672
Central Trust Company
Missouri
$66.3M -$876K -3,319 -1%
AC
673
Allstate Corporation
Illinois
$66.2M +$7.65M +28,984 +11%
OCM
674
Osterweis Capital Management
California
$65.9M -$592K -2,243 -0.8%
PL
675
Parthenon LLC
Kentucky
$65.6M -$600K -2,274 -0.8%

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.