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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
GIM
1176
Goelzer Investment Management
Indiana
$24M +$979K +3,709 +4%
AC
1177
Abbrea Capital
California
$23.9M -$489K -1,852 -2%
BAM
1178
Bell Asset Management
Australia
$23.9M +$424K +1,606 +2%
PAS
1179
Professional Advisory Services
Florida
$23.9M +$1.02M +3,877 +4%
CNC
1180
Canandaigua National Corp
New York
$23.8M -$189K -715 -0.7%
CAL
1181
Capital Analysts LLC
Pennsylvania
$23.8M +$586K +2,219 +2%
BLAM
1182
Bourne Lent Asset Management
New York
$23.8M
MCC
1183
Money Concepts Capital
Florida
$23.8M +$12.9M +49,010 +92%
HSC
1184
Harbor Spring Capital
New York
$23.8M -$2.14M -8,100 -7%
SB
1185
Simmons Bank
Arkansas
$23.7M -$169K -641 -0.6%
SC
1186
Savant Capital
Illinois
$23.7M -$524K -1,984 -2%
JC
1187
Jacobs & Co
California
$23.7M -$528 -2 -0%
FCBT
1188
First Citizens Bank & Trust
North Carolina
$23.7M -$6.43M -24,334 -19%
LDB
1189
Lee, Danner & Bass
Tennessee
$23.7M +$236K +895 +0.9%
FMC
1190
First Merchants Corp
Indiana
$23.7M +$224K +847 +0.8%
JIR
1191
James Investment Research
Ohio
$23.7M -$184K -695 -0.7%
CCB
1192
Country Club Bank
Missouri
$23.6M +$427K +1,616 +2%
RI
1193
RWWM Inc
California
$23.6M +$6.6K +25 +0%
CIS
1194
Connors Investor Services
Pennsylvania
$23.5M +$330K +1,250 +1%
BCP
1195
Blue Chip Partners
Michigan
$23.5M +$761K +2,881 +3%
MIM
1196
Morningstar Investment Management
Illinois
$23.4M
MCM
1197
Mengis Capital Management
Oregon
$23.3M -$728K -2,757 -3%
PJSIMP
1198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.3M -$762K -2,885 -3%
BCM
1199
Bornite Capital Management
New York
$23.3M -$13.2M -50,000 -33%
GPCM
1200
Greenbrier Partners Capital Management
Texas
$23.3M

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.