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
AWM
1226
Absher Wealth Management
North Carolina
$22.4M -$218K -827 -0.9%
VSI
1227
Verde Servicos Internacionais
Brazil
$22.4M -$22.6M -85,444 -47%
ST
1228
Smithfield Trust
Pennsylvania
$22.4M -$244K -923 -1%
CPH
1229
C Partners Holding
Switzerland
$22.4M
1SB
1230
1ST Source Bank
Indiana
$22.3M +$225K +851 +0.9%
VC
1231
Vicus Capital
Pennsylvania
$22.3M +$121K +458 +0.5%
WPW
1232
Waldron Private Wealth
Pennsylvania
$22.3M +$617K +2,335 +3%
DSAM
1233
Dock Street Asset Management
Florida
$22.3M -$54.9K -208 -0.2%
NWM
1234
Nicola Wealth Management
British Columbia, Canada
$22.3M -$939K -3,556 -4%
SIG
1235
Sky Investment Group
Connecticut
$22.2M +$75.8K +287 +0.3%
TFS
1236
Thoroughbred Financial Services
Tennessee
$22.1M -$159K -601 -0.6%
LBA
1237
Lowell Blake & Associates
Massachusetts
$21.9M +$1.51M +5,719 +6%
MFG
1238
Merit Financial Group
Georgia
$21.9M -$4.85M -18,353 -16%
SA
1239
Strategic Advisors
New York
$21.8M +$157K +596 +0.6%
PGIM
1240
Pacific Global Investment Management
California
$21.7M +$346K +1,310 +1%
CC
1241
Cadinha & Co
Hawaii
$21.7M +$6.69M +25,326 +37%
EBSAM
1242
Eubel Brady & Suttman Asset Management
Ohio
$21.7M +$1.07M +4,063 +5%
Verition Fund Management
1243
Verition Fund Management
Connecticut
$21.7M +$16.3M +61,618 +196%
SS
1244
Simplicity Solutions
Minnesota
$21.7M +$2.97M +11,240 +14%
CIA
1245
Covington Investment Advisors
Pennsylvania
$21.6M +$97.2K +368 +0.4%
JWCA
1246
J.W. Cole Advisors
Florida
$21.6M +$61.8K +234 +0.3%
TCM
1247
Thames Capital Management
New Jersey
$21.6M
IWM
1248
IHT Wealth Management
Illinois
$21.5M +$4.07M +15,401 +20%
SGI
1249
Summit Global Investments
Utah
$21.5M -$271K -1,025 -1%
GIP
1250
Greatmark Investment Partners
Georgia
$21.5M -$78.2K -296 -0.3%

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.