We are live on ! Find out more
MSFT icon

Microsoft

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
CA
1101
Callahan Advisors
Texas
$27.3M +$206K +782 +0.7%
LA
1102
Lakeside Advisors
Washington
$27.2M -$60.7K -230 -0.2%
DP
1103
DDD Partners
Washington
$27.2M -$1.44M -5,462 -4%
JCM
1104
Janney Capital Management
Pennsylvania
$27M +$554K +2,097 +2%
OIA
1105
OneDigital Investment Advisors
Kansas
$27M +$4.07M +15,407 +15%
WAM
1106
Weatherly Asset Management
California
$26.9M -$162K -614 -0.5%
YC
1107
Yarbrough Capital
Tennessee
$26.9M
OA
1108
Oxbow Advisors
Texas
$26.9M +$42.5K +161 +0.1%
ECM
1109
ExodusPoint Capital Management
New York
$26.8M +$14.6M +55,141 +92%
FNFDCM
1110
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$26.8M -$8.19K -31 -0%
SCM
1111
Snowhook Capital Management
New York
$26.8M +$12.9M +48,795 +74%
AIM
1112
Avity Investment Management
Connecticut
$26.8M +$6.22M +23,560 +26%
CC
1113
Constitution Capital
Connecticut
$26.8M +$21.1K +80 +0.1%
TFA
1114
Teamwork Financial Advisors
Texas
$26.7M +$3.67M +13,885 +14%
1WA
1115
180 Wealth Advisors
Washington
$26.7M -$367K -1,388 -1%
ACA
1116
Anchor Capital Advisors
Massachusetts
$26.7M -$2.18M -8,263 -7%
RWA
1117
Ropes Wealth Advisors
Massachusetts
$26.7M +$291K +1,102 +1%
CCP
1118
Clarkston Capital Partners
Michigan
$26.7M -$714K -2,703 -2%
SFS
1119
Sowell Financial Services
Arkansas
$26.6M -$644K -2,439 -2%
GC
1120
Garde Capital
Washington
$26.5M +$661K +2,502 +2%
WSCM
1121
Wellington Shields Capital Management
New York
$26.5M +$206K +779 +0.7%
HI
1122
Horizon Investments
North Carolina
$26.5M +$6.36M +24,073 +27%
SVCP
1123
Silicon Valley Capital Partners
California
$26.4M +$1.27M +4,820 +4%
PI
1124
PEAK6 Investments
Illinois
$26.4M +$918K +3,478 +3%
FG
1125
Fiduciary Group
Georgia
$26.3M +$362K +1,370 +1%

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.