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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$3.35B -$303M -1,145,679 -7%
PI
52
Putnam Investments
Massachusetts
$3.17B -$21.7M -82,071 -0.6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.12B +$146M +551,801 +4%
EVM
54
Eaton Vance Management
Massachusetts
$2.82B +$67.6M +255,894 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.82B -$43.1M -163,259 -1%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$2.79B -$162M -612,783 -5%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$2.79B -$21.7M -82,255 -0.7%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$2.76B +$8.7M +32,941 +0.3%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$2.74B +$61.1M +231,584 +2%
DZ Bank
60
DZ Bank
Germany
$2.7B -$617M -2,338,430 -17%
State Farm Mutual Automobile Insurance
61
State Farm Mutual Automobile Insurance
Illinois
$2.63B
Swedbank
62
Swedbank
Sweden
$2.56B +$386M +1,462,305 +15%
Dodge & Cox
63
Dodge & Cox
California
$2.55B +$322M +1,219,159 +13%
Prudential Financial
64
Prudential Financial
New Jersey
$2.54B -$62.4M -236,383 -2%
Brown Advisory
65
Brown Advisory
Maryland
$2.54B +$85.3M +323,039 +3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.48B -$36.4M -138,016 -1%
RJA
67
Raymond James & Associates
Florida
$2.48B +$29.2M +110,494 +1%
CWA
68
CM Wealth Advisors
Ohio
$2.46B
Lazard Asset Management
69
Lazard Asset Management
New York
$2.4B -$51.8M -196,228 -2%
Sanders Capital
70
Sanders Capital
Florida
$2.33B +$41.6M +157,388 +2%
National Pension Service
71
National Pension Service
South Korea
$2.29B +$57.5M +217,932 +2%
Polen Capital Management
72
Polen Capital Management
Florida
$2.24B +$34.7M +131,430 +1%
ATO
73
Alecta Tjanstepension Omsesidigt
Sweden
$2.22B
Fidelity International
74
Fidelity International
Bermuda
$2.21B -$786K -2,978 -0%
Fundsmith LLP
75
Fundsmith LLP
United Kingdom
$2.16B -$194M -735,920 -7%

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.