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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
WP
1001
Wedgewood Partners
Missouri
$32.1M -$856K -3,240 -2%
BOH
1002
Bank of Hawaii
Hawaii
$32.1M -$416K -1,575 -1%
NCM
1003
Nellore Capital Management
California
$32.1M +$33.7M +127,700 +1,277%
NCM
1004
Novare Capital Management
North Carolina
$32M +$763K +2,890 +2%
TTWM
1005
TCV Trust & Wealth Management
Virginia
$32M -$16.4K -62 -0%
BWFA
1006
Baltimore-Washington Financial Advisors
Maryland
$31.9M +$65.2K +247 +0.2%
WDA
1007
Wendell David Associates
New Hampshire
$31.9M -$230K -870 -0.6%
HP
1008
Hosking Partners
United Kingdom
$31.8M -$2.63M -9,949 -7%
BCM
1009
BTR Capital Management
California
$31.8M -$678K -2,567 -2%
BFIM
1010
Beese Fulmer Investment Management
Ohio
$31.7M -$816K -3,090 -2%
CAM
1011
Carret Asset Management
New York
$31.6M -$233K -883 -0.6%
CAM
1012
Capco Asset Management
Florida
$31.5M +$38.6K +146 +0.1%
HI
1013
Hoey Investments
Pennsylvania
$31.4M +$726K +2,750 +2%
HTHT
1014
Hemenway Trust Hemenway Trust
New Hampshire
$31.3M +$355K +1,346 +1%
RIG
1015
RiverFront Investment Group
Virginia
$31.3M +$7.31M +27,683 +26%
NSEDCP
1016
NJ State Employees Deferred Compensation Plan
New Jersey
$31.3M
CFM
1017
Coronation Fund Managers
South Africa
$31.2M +$5.14M +19,460 +17%
DS
1018
DRW Securities
Illinois
$31.2M -$2.02M -7,658 -5%
MGIA
1019
Moneta Group Investment Advisors
Missouri
$31.2M -$3.37M -12,781 -9%
MGP
1020
Metis Global Partners
California
$31.1M +$2.81M +10,656 +9%
SWM
1021
Spire Wealth Management
Virginia
$31.1M -$20.5M -77,784 -37%
MAP
1022
Managed Asset Portfolios
Michigan
$31.1M -$188K -712 -0.5%
OAG
1023
Orbis Allan Gray
Bermuda
$31M +$280K +1,062 +0.8%
CG
1024
Caprock Group
Idaho
$31M +$3.25M +12,298 +10%
FCIM
1025
Fairview Capital Investment Management
California
$30.9M +$4.05M +15,338 +13%

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.