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
RCM
1326
Rings Capital Management
Illinois
$19.3M
CPC
1327
Cookson Peirce & Co
Pennsylvania
$19.3M -$22.1M -83,608 -50%
Group One Trading
1328
Group One Trading
Illinois
$19.3M -$66.3M -251,119 -75%
CT
1329
Caldwell Trust
Florida
$19.3M -$552K -2,092 -2%
IWA
1330
Icon Wealth Advisors
Texas
$19.3M +$21.8M +82,707 New
GWM
1331
Geneos Wealth Management
Colorado
$19.2M -$13.5M -51,124 -38%
FNT
1332
First Nebraska Trust
Nebraska
$19.2M +$42K +159 +0.2%
BS
1333
Boenning & Scattergood
Pennsylvania
$19.1M -$2.31M -8,731 -10%
CSS
1334
Cubist Systematic Strategies
Connecticut
$19.1M -$1.13M -4,290 -5%
CIC
1335
Cutler Investment Counsel
Oregon
$19.1M -$93.5K -354 -0.4%
CT
1336
Coastline Trust
Rhode Island
$19.1M -$25.6K -97 -0.1%
ME
1337
McIlrath & Eck
Washington
$19M +$288K +1,090 +1%
GCAC
1338
Guardian Capital Advisors (Canada)
Ontario, Canada
$19M +$48.6K +184 +0.2%
JEST
1339
JTC Employer Solutions Trustee
Jersey
$19M +$338K +1,279 +2%
B
1340
Bensler
Washington
$19M +$504K +1,909 +2%
NIC
1341
Northwest Investment Counselors
Oregon
$19M +$415K +1,572 +2%
PCM
1342
Princeton Capital Management
New Jersey
$18.9M +$174K +659 +0.8%
IAN
1343
Integrated Advisors Network
Texas
$18.9M -$1.18M -4,483 -5%
PAG
1344
Private Advisory Group
Washington
$18.9M -$2.57M -9,734 -11%
KFS
1345
Kurt F. Somerville
$18.9M -$382K -1,445 -2%
EAM
1346
Exane Asset Management
France
$18.9M
CLCM
1347
Center Lake Capital Management
Florida
$18.9M -$14.3M -54,000 -40%
JA
1348
JLB & Associates
Michigan
$18.8M +$47.8K +181 +0.2%
CI
1349
Conning Inc
Connecticut
$18.8M -$1.47M -5,568 -6%
FDCC
1350
Foster Dykema Cabot & Co
Massachusetts
$18.8M +$107K +404 +0.5%

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.