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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
ECM
1401
Exchange Capital Management
Michigan
$17.2M -$130K -493 -0.7%
PWW
1402
Pettyjohn Wood & White
Virginia
$17.2M -$66.3K -251 -0.3%
NGA
1403
Naples Global Advisors
Florida
$17.2M +$241K +913 +1%
UH
1404
Unigestion Holding
Switzerland
$17.2M -$2.48M -9,395 -11%
OCM
1405
One Capital Management
California
$17.2M +$485K +1,836 +3%
CWA
1406
Canvas Wealth Advisors
Kansas
$17.1M +$481K +1,822 +3%
AAS
1407
Ameritas Advisory Services
Nebraska
$17.1M +$445K +1,687 +2%
M
1408
MOTCO
Texas
$17.1M -$66.5K -252 -0.3%
AJ
1409
Ashburton (Jersey)
Jersey
$17.1M -$408K -1,546 -2%
RP
1410
Rice Partnership
Hawaii
$17M +$3.09M +11,698 +19%
MCM
1411
McRae Capital Management
New Jersey
$17M -$255K -964 -1%
HCM
1412
Hutchinson Capital Management
California
$17M +$171K +646 +0.9%
DLPIC
1413
Davide Leone & Partners Investment Company
United Kingdom
$17M +$19.3M +72,921 New
RIL
1414
Rothschild Investment LLC
Illinois
$17M -$903K -3,421 -4%
IPGDR
1415
Investidor Profissional Gestao de Recursos
Brazil
$16.9M +$2.27M +8,596 +13%
CCT
1416
Chemung Canal Trust
New York
$16.9M -$392K -1,483 -2%
ANHIM
1417
Alan N. Hoffman Investment Management
Massachusetts
$16.9M +$1.07M +4,037 +6%
VWA
1418
V Wealth Advisors
Kansas
$16.8M -$422K -1,599 -2%
JWM
1419
JGP Wealth Management
Oregon
$16.8M +$644K +2,440 +4%
MMC
1420
Mizuho Markets Cayman
Cayman Islands
$16.8M +$19.1M +72,256 New
CIA
1421
CCM Investment Advisers
South Carolina
$16.8M +$195K +740 +1%
PVH
1422
Psagot Value Holdings
Israel
$16.8M -$2.55M -9,653 -12%
BC
1423
Blackhill Capital
New Jersey
$16.8M
LNWTC
1424
Laird Norton Wetherby Trust Company
Washington
$16.8M -$200M -758,273 -91%
PI
1425
Pennant Investors
New Jersey
$16.8M -$1.26M -4,787 -6%

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.