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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
FNBOO
676
First National Bank of Omaha
Nebraska
$65.5M -$2.59M -9,817 -3%
AIA
677
Avalon Investment & Advisory
Texas
$65.4M -$7.96M -30,162 -10%
API
678
Advisor Partners II
California
$65.2M +$73.9M +279,878 New
AAM
679
Ardevora Asset Management
United Kingdom
$65.1M +$20.6M +78,003 +39%
Credit Agricole
680
Credit Agricole
France
$65M +$4.76M +18,036 +7%
NMIMC
681
Northwestern Mutual Investment Management Company
Wisconsin
$64.5M -$13.1M -49,513 -15%
BG
682
Bollard Group
Massachusetts
$64.5M -$74.7K -283 -0.1%
SWP
683
Stratos Wealth Partners
Ohio
$64.5M -$3.74M -14,172 -5%
GD
684
Grandfield & Dodd
New York
$64.1M -$1.69M -6,389 -2%
IC
685
Immersion Capital
United Kingdom
$64.1M -$3.09M -11,700 -4%
PWP
686
Private Wealth Partners
California
$63.9M -$1.94M -7,366 -3%
MCM
687
Maryland Capital Management
Maryland
$63.8M -$582K -2,203 -0.8%
FNT
688
First National Trust
Pennsylvania
$63.6M +$1.47M +5,562 +2%
CTA
689
Chesley Taft & Associates
Illinois
$63.5M -$982K -3,719 -1%
CDH
690
Charles D. Hyman
$63.2M -$7.39K -28 -0%
CRCM
691
Cat Rock Capital Management
Connecticut
$63.1M
BCM
692
Bluefin Capital Management
New York
$63.1M +$70M +265,157 +4,675%
ELI
693
Empire Life Investments
Ontario, Canada
$62.9M +$3.02M +11,424 +4%
CIC
694
Carnegie Investment Counsel
Ohio
$62.9M -$1.25M -4,725 -2%
GW
695
GW & Wade
Massachusetts
$62.8M -$2.6M -9,854 -4%
DP
696
Dearborn Partners
Illinois
$62.7M +$1.17M +4,431 +2%
TMAM
697
Tokio Marine Asset Management
Japan
$62.7M +$3.29M +12,453 +5%
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$62.7M +$656K +2,484 +0.9%
JCM
699
Junto Capital Management
New York
$62.5M +$46.8M +177,328 +195%
NIM
700
Northeast Investment Management
Massachusetts
$62.4M +$1.32M +5,017 +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.