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
TSW
1351
Thompson Siegel & Walmsley
Virginia
$18.8M -$556K -2,107 -3%
PTB
1352
Pioneer Trust Bank
Oregon
$18.7M +$236K +892 +1%
CCG
1353
Cypress Capital Group
Florida
$18.7M -$427K -1,619 -2%
CWM
1354
CMH Wealth Management
New Hampshire
$18.7M +$277K +1,050 +1%
WPI
1355
Walter Public Investments
Canada
$18.7M -$408K -1,547 -2%
CCC
1356
Cincinnati Casualty Company
Ohio
$18.6M
AF
1357
Advisornet Financial
Minnesota
$18.6M +$143K +543 +0.7%
VLKIM
1358
Van Lanschot Kempen Investment Management
Netherlands
$18.6M -$2.99M -11,332 -12%
SC
1359
Sepio Capital
Utah
$18.5M -$2.76M -10,437 -12%
BL
1360
Balentine LLC
Georgia
$18.4M +$7.55M +28,588 +57%
CCA
1361
Checchi Capital Advisers
California
$18.4M -$520K -1,970 -2%
WFA
1362
Wipfli Financial Advisors
Wisconsin
$18.4M +$20.4M +77,147 +3,932%
TIM
1363
Thompson Investment Management
Wisconsin
$18.4M -$314K -1,189 -1%
PTC
1364
Private Trust Company
Ohio
$18.3M -$231K -873 -1%
BWM
1365
Buckley Wealth Management
Nevada
$18.3M -$1.1M -4,184 -5%
Kayne Anderson Rudnick Investment Management
1366
Kayne Anderson Rudnick Investment Management
California
$18.3M -$367K -1,389 -2%
OBGC
1367
O'Brien Greene & Co
Pennsylvania
$18.3M +$14.3M +54,045 +219%
GL
1368
Governors Lane
New York
$18.3M -$8.69M -32,895 -30%
CAM
1369
Centre Asset Management
New York
$18.3M +$1.37M +5,183 +7%
MKC
1370
M. Kraus & Co
Vermont
$18.2M -$29K -110 -0.1%
CT
1371
Chicago Trust
Illinois
$18.2M +$85.6K +324 +0.4%
WC
1372
Westwind Capital
New Mexico
$18.2M -$115K -436 -0.6%
SP
1373
Symmetry Partners
Connecticut
$18.2M -$2.56M -9,714 -11%
SVI
1374
Strategic Vision Investment
Hong Kong
$18.1M +$20.6M +77,916 New
LIM
1375
Lathrop Investment Management
Arkansas
$18.1M -$5.81K -22 -0%

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.