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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
SCM
951
SCS Capital Management
Massachusetts
$35.4M +$72.3K +274 +0.2%
VCP
952
Verus Capital Partners
Arizona
$35.4M +$13.9M +52,643 +53%
AHC
953
Adell Harriman & Carpenter
Texas
$35.2M -$370K -1,402 -0.9%
RIM
954
Redpoint Investment Management
Australia
$35.2M -$7.32M -27,729 -16%
KHLMVGHM
955
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$35.2M
CSPIA
956
Cary Street Partners Investment Advisory
Virginia
$35.1M +$2.7M +10,229 +7%
FFWA
957
FRG Family Wealth Advisors
Washington
$35M +$23.8K +90 +0.1%
NSAM
958
North Star Asset Management
Wisconsin
$35M +$271K +1,026 +0.7%
RCW
959
Rheos Capital Works
Japan
$35M
HA
960
HHLR Advisors
Cayman Islands
$35M +$29.2M +110,400 +276%
GI
961
Gradient Investments
Minnesota
$35M +$1.71M +6,480 +5%
JCM
962
JS Capital Management
New York
$34.9M -$6.6M -25,000 -14%
SIG
963
Senator Investment Group
New York
$34.9M +$39.6M +150,000 New
CIA
964
Choate Investment Advisors
Massachusetts
$34.9M +$1.2M +4,547 +3%
LNB
965
Ledyard National Bank
$34.9M +$160K +606 +0.4%
TIM
966
Tikehau Investment Management
France
$34.8M +$5.65M +21,384 +17%
JWBC
967
J.W. Burns & Co
New York
$34.8M -$139K -526 -0.4%
LCS
968
Levin Capital Strategies
New York
$34.7M -$978K -3,704 -2%
SIMG
969
Sonora Investment Management Group
Arizona
$34.4M +$52.8K +200 +0.1%
VPI
970
Value Partners Investments
Manitoba, Canada
$34.4M +$8.85M +33,523 +29%
WWM
971
Western Wealth Management
Colorado
$34.3M +$1.74M +6,576 +5%
WCA
972
Waratah Capital Advisors
Ontario, Canada
$34.3M +$17.7M +67,065 +83%
MNBTD
973
Moody National Bank Trust Division
Texas
$34.3M +$328K +1,241 +0.8%
CA
974
CSM Advisors
Pennsylvania
$34.3M -$5.06M -19,165 -12%
BFA
975
Beaumont Financial Advisors
Massachusetts
$34.3M -$66.3K -251 -0.2%

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.