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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
AP
1151
Archon Partners
New Jersey
$24.9M
DT
1152
Diversified Trust
Tennessee
$24.9M +$1.47M +5,568 +5%
FF
1153
FourThought Financial
Florida
$24.8M +$786K +2,975 +3%
CA
1154
Claar Advisors
New York
$24.7M
IHG
1155
Insight Holdings Group
New York
$24.5M
PCA
1156
Pallas Capital Advisors
Massachusetts
$24.5M +$979K +3,708 +3%
FFIC
1157
First Fiduciary Investment Counsel
Ohio
$24.5M -$325K -1,231 -1%
HCM
1158
Hilton Capital Management
New York
$24.5M -$407K -1,540 -1%
KFP
1159
KMG Fiduciary Partners
Ohio
$24.5M -$1.07M -4,060 -4%
HR
1160
Howe & Rusling
New York
$24.5M -$1.61M -6,090 -5%
GAB
1161
German American Bancorp
Indiana
$24.4M +$1.5M +5,694 +6%
HC
1162
Hillman Company
Pennsylvania
$24.3M
TM
1163
Tiger Management
New York
$24.2M
BHWM
1164
Bar Harbor Wealth Management
New Hampshire
$24.2M -$1.06M -4,005 -4%
BONST
1165
Bank of Nova Scotia Trust
Ontario, Canada
$24.2M -$672K -2,544 -2%
LG
1166
LaFleur & Godfrey
Michigan
$24.2M -$2.44M -9,225 -8%
EW
1167
Evoke Wealth
California
$24.2M +$105K +398 +0.4%
PIM
1168
Penobscot Investment Management
Massachusetts
$24.1M -$23.2K -88 -0.1%
NSIM
1169
North Star Investment Management
Illinois
$24.1M +$516K +1,955 +2%
FFBTD
1170
First Financial Bank - Trust Division
Ohio
$24.1M -$129K -487 -0.5%
FAT
1171
First American Trust
California
$24.1M +$73.1K +277 +0.3%
1CP
1172
11 Capital Partners
Connecticut
$24.1M -$6.62M -25,086 -20%
C
1173
Chescapmanager
Maryland
$24.1M +$7.92M +30,000 +41%
CCA
1174
Cobblestone Capital Advisors
New York
$24.1M +$89.2K +338 +0.3%
IGGA
1175
Iron Gate Global Advisors
Utah
$24.1M +$1.6M +6,069 +6%

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.