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
BFIC
1801
Bedell Frazier Investment Counselling
California
$10.5M +$4.94M +18,725 +71%
ACM
1802
Argyle Capital Management
Pennsylvania
$10.5M -$39.6K -150 -0.3%
EPC
1803
Emerson Point Capital
New York
$10.4M -$18.8M -71,354 -61%
GAM
1804
Grandview Asset Management
Pennsylvania
$10.4M -$728K -2,756 -6%
SWA
1805
Stratos Wealth Advisors
Ohio
$10.4M -$1.32M -4,994 -10%
BA
1806
Baugh & Associates
Georgia
$10.4M -$62.3K -236 -0.5%
SHFA
1807
SS&H Financial Advisors
Michigan
$10.4M -$396K -1,500 -3%
KFA
1808
Kelleher Financial Advisors
New York
$10.4M -$2.09M -7,925 -15%
LWMM
1809
Legacy Wealth Management (Mississippi)
Mississippi
$10.4M -$79.2K -300 -0.7%
SCM
1810
Saber Capital Management
North Carolina
$10.3M +$13.5K +51 +0.1%
WBC
1811
West Branch Capital
Massachusetts
$10.3M +$1.32K +5 +0%
CWM
1812
Cordatus Wealth Management
Pennsylvania
$10.3M +$441K +1,669 +4%
DPIM
1813
Duff & Phelps Investment Management
Illinois
$10.3M +$18.5K +70 +0.2%
LC
1814
Lincoln Capital
Nebraska
$10.3M -$259K -982 -2%
HCM
1815
Hall Capital Management
Rhode Island
$10.2M -$39.9K -151 -0.3%
SV
1816
Sturgeon Ventures
United Kingdom
$10.2M -$6.41M -24,259 -36%
CCM
1817
Canal Capital Management
Virginia
$10.2M +$1.52M +5,773 +15%
RBC
1818
Romano Brothers & Co
Illinois
$10.2M +$11.5M +43,708 New
ASA
1819
Armstrong Shaw Associates
Connecticut
$10.2M -$237K -896 -2%
LC
1820
Lindbrook Capital
California
$10.2M +$500K +1,894 +5%
BBL
1821
Beck Bode LLC
Massachusetts
$10.2M -$12.7M -48,283 -53%
NIP
1822
Nicholas Investment Partners
California
$10.1M -$2.4M -9,079 -17%
CIM
1823
Chapman Investment Management
California
$10.1M +$80.8K +306 +0.7%
HI
1824
Hendershot Investments
Virginia
$10.1M +$1.25M +4,752 +12%
PCA
1825
Private Capital Advisors
Connecticut
$10.1M -$387K -1,466 -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.