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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
FI
1501
Fosun International
China
$15M -$326K -1,233 -2%
NIM
1502
Nicollet Investment Management
Minnesota
$15M -$77.4K -293 -0.5%
LG
1503
Leuthold Group
Minnesota
$15M -$344K -1,302 -2%
AA
1504
Altrafin AG
$15M -$401K -1,520 -2%
SACTSONJ
1505
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$15M -$898K -3,400 -5%
JIP
1506
Jaffetilchin Investment Partners
Florida
$14.9M +$683K +2,587 +4%
MC
1507
Middleton & Co
Massachusetts
$14.9M -$491K -1,858 -3%
CPA
1508
Court Place Advisors
Maryland
$14.8M -$72.3K -274 -0.4%
PIM
1509
Parker Investment Management
California
$14.8M -$30.9K -117 -0.2%
LPT
1510
Legacy Private Trust
Wisconsin
$14.8M +$656K +2,484 +4%
TCA
1511
Teewinot Capital Advisers
New York
$14.8M +$16.8M +63,583 New
VNA
1512
Valley National Advisers
Pennsylvania
$14.8M -$83.7K -317 -0.5%
BCM
1513
Buckhead Capital Management
Georgia
$14.8M -$163K -617 -1%
SCM
1514
Stonebridge Capital Management
California
$14.8M -$1.57M -5,963 -9%
TI
1515
Trexquant Investment
Connecticut
$14.8M +$14.4M +54,431 +607%
CVM
1516
Cheviot Value Management
California
$14.7M -$250K -948 -1%
IWA
1517
IBEX Wealth Advisors
New Jersey
$14.7M -$152K -574 -0.9%
HCM
1518
Huber Capital Management
California
$14.7M
HFS
1519
Haverford Financial Services
Pennsylvania
$14.6M -$7.13K -27 -0%
HIM
1520
Harbour Investment Management
Washington
$14.6M -$53.9K -204 -0.3%
SSW
1521
Stone Summit Wealth
Florida
$14.6M -$30.4K -115 -0.2%
BG
1522
BRX Global
New York
$14.6M
HCM
1523
Harvey Capital Management
Florida
$14.6M -$62.1K -235 -0.4%
BTI
1524
Blue Trust Inc
Georgia
$14.6M +$1.14M +4,304 +8%
EAMA
1525
EFG Asset Management (Americas)
Florida
$14.5M -$586K -2,221 -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.