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
AMM
1676
American Money Management
California
$12.1M -$7.39K -28 -0.1%
SMG
1677
Spectrum Management Group
Indiana
$12.1M +$106K +400 +0.8%
HWA
1678
HCR Wealth Advisors
California
$12M -$67.1K -254 -0.5%
JFGIW
1679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12M -$1.3M -4,935 -9%
GJCM
1680
Grand Jean Capital Management
California
$12M +$152K +575 +1%
BAM
1681
Boyar Asset Management
New York
$12M -$389K -1,473 -3%
AWA
1682
Arkadios Wealth Advisors
Georgia
$12M +$1.35M +5,125 +11%
WFG
1683
Wills Financial Group
Virginia
$12M +$48.3K +183 +0.4%
MWA
1684
Miller Wealth Advisors
Colorado
$12M
WIA
1685
Westbourne Investment Advisors
Maryland
$11.9M -$502K -1,902 -4%
SAM
1686
Synergy Asset Management
Washington
$11.9M -$2.98M -11,268 -18%
PCMK
1687
Paragon Capital Management (Kansas)
Kansas
$11.9M -$379K -1,436 -3%
NAM
1688
NTV Asset Management
West Virginia
$11.8M -$72.6K -275 -0.5%
WPP
1689
Whalerock Point Partners
Rhode Island
$11.8M +$151K +571 +1%
ACM
1690
Atika Capital Management
New York
$11.8M -$8.77M -33,200 -40%
M
1691
Mirova
France
$11.8M -$8.38M -31,751 -38%
SF
1692
Summit Financial
New Jersey
$11.8M +$465K +1,761 +4%
CIAS
1693
Capital Investment Advisory Services
North Carolina
$11.8M +$141K +533 +1%
SB
1694
Strategic Blueprint
Georgia
$11.8M -$132K -501 -1%
NFG
1695
Nations Financial Group
Iowa
$11.8M -$1.33M -5,023 -9%
HRC
1696
Hoertkorn Richard Charles
$11.8M -$800K -3,029 -6%
BRM
1697
Boston Research & Management
Massachusetts
$11.7M +$54.4K +206 +0.4%
VAS
1698
Valicenti Advisory Services
New York
$11.7M +$66.8K +253 +0.5%
HH
1699
Hilltop Holdings
Texas
$11.7M +$372K +1,409 +3%
MIG
1700
McGuire Investment Group
Rhode Island
$11.7M +$231K +874 +2%

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.