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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
NRS
876
Neville Rodie & Shaw
New York
$41.1M -$902K -3,415 -2%
ST
877
Sabal Trust
Florida
$41M +$731K +2,770 +2%
EF
878
Empirical Finance
Pennsylvania
$40.9M +$7.99M +30,269 +21%
MFAM
879
Motley Fool Asset Management
Virginia
$40.9M -$370K -1,402 -0.8%
Jones Financial Companies
880
Jones Financial Companies
Missouri
$40.9M +$580K +2,197 +1%
DP
881
Dundas Partners
United Kingdom
$40.8M
PP
882
Patten & Patten
Tennessee
$40.7M -$722K -2,734 -2%
TPCW
883
TD Private Client Wealth
New York
$40.7M -$1.3M -4,905 -3%
Select Equity Group
884
Select Equity Group
New York
$40.6M -$11.9M -45,089 -21%
DWM
885
Destination Wealth Management
California
$40.6M +$248K +940 +0.5%
PAS
886
Park Avenue Securities
New York
$40.5M +$1.86M +7,052 +4%
OCAM
887
Onex Canada Asset Management
Ontario, Canada
$40.5M +$479K +1,815 +1%
WC
888
Woodstock Corp
Massachusetts
$40.3M -$368K -1,392 -0.8%
H
889
HoyleCohen
California
$40.3M -$737K -2,793 -2%
DCM
890
Dupont Capital Management
Delaware
$40.3M -$18.8M -71,156 -29%
AFG
891
Albion Financial Group
Utah
$40.2M +$54.1K +205 +0.1%
MC
892
Montag & Caldwell
Georgia
$40.2M -$505K -1,914 -1%
DY
893
Dowling & Yahnke
California
$40.1M +$1.55M +5,884 +4%
AMI
894
Amica Mutual Insurance
Rhode Island
$40.1M -$2.31M -8,763 -5%
PCM
895
Polaris Capital Management
Massachusetts
$40.1M -$396K -1,500 -0.9%
GCC
896
Guardian Capital (Canada)
Ontario, Canada
$40M -$398K -1,509 -0.9%
HWA
897
Heritage Wealth Advisors
Virginia
$39.9M +$4.05M +15,328 +10%
SAM
898
Sawgrass Asset Management
Florida
$39.6M -$2.38M -9,025 -5%
BOTW
899
Bank of the West
California
$39.6M -$515K -1,949 -1%
TA
900
TRB Advisors
New York
$39.6M

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.