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
BTWM
1251
Baker Tilly Wealth Management
Wisconsin
$21.5M -$373K -1,411 -2%
AP
1252
Americana Partners
Texas
$21.5M +$1.41M +5,351 +6%
TA
1253
TruWealth Advisors
Louisiana
$21.5M +$400K +1,514 +2%
PWM
1254
Perigon Wealth Management
California
$21.4M +$521K +1,975 +2%
CAC
1255
Core Alternative Capital
Georgia
$21.4M +$7.1M +26,895 +41%
CAM
1256
Crake Asset Management
United Kingdom
$21.4M -$11.5M -43,684 -32%
PIM
1257
Progressive Investment Management
Oregon
$21.4M +$127K +480 +0.5%
FGP
1258
Foyston, Gordon, & Payne
Ontario, Canada
$21.4M +$3.11M +11,778 +15%
CI
1259
Cigna Investments
Connecticut
$21.3M -$1.21M -4,579 -5%
ATPW
1260
Ashton Thomas Private Wealth
Arizona
$21.2M -$626K -2,372 -3%
LIM
1261
Leavell Investment Management
Alabama
$21.1M -$179K -678 -0.7%
FM
1262
Freemont Management
Switzerland
$21.1M -$687K -2,600 -3%
WANY
1263
Wealthspire Advisors (New York)
New York
$21M +$1.13M +4,294 +5%
FC
1264
Fulcrum Capital
Washington
$21M -$361K -1,367 -1%
CS
1265
Central Securities
New York
$21M
WAM
1266
Wallington Asset Management
Indiana
$21M +$86.9K +329 +0.4%
ALAM
1267
Asahi Life Asset Management
Japan
$21M -$3.08M -11,652 -11%
CCFCSB
1268
Cape Cod Five Cents Savings Bank
Massachusetts
$20.9M -$326K -1,234 -1%
AAIM
1269
American Assets Investment Management
California
$20.9M
AR
1270
Advisory Research
Illinois
$20.9M +$9.79M +37,072 +71%
RAM
1271
Rempart Asset Management
Canada
$20.8M -$224K -850 -0.9%
LSV Asset Management
1272
LSV Asset Management
Illinois
$20.8M
BCM
1273
Bridgeway Capital Management
Texas
$20.8M -$3.41M -12,900 -13%
BPM
1274
Bowling Portfolio Management
Ohio
$20.8M -$2.37M -8,993 -9%
LOAMU
1275
Lombard Odier Asset Management (USA)
New York
$20.8M +$22.7M +85,939 +2,686%

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.