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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$148B +$1.62B +6,129,708 +1%
BlackRock
2
BlackRock
New York
$121B -$979M -3,708,209 -0.7%
State Street
3
State Street
Massachusetts
$68.8B +$515M +1,951,554 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.5B -$822M -3,113,246 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.1B -$6.47B -24,513,040 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$32.4B +$665M +2,516,899 +2%
Morgan Stanley
7
Morgan Stanley
New York
$24.4B +$748M +2,834,059 +3%
Capital World Investors
8
Capital World Investors
California
$22.7B -$342M -1,296,480 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$21.6B +$452M +1,710,839 +2%
Capital International Investors
10
Capital International Investors
California
$19.8B -$34.2M -129,640 -0.2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$19.4B -$316M -1,197,447 -1%
Norges Bank
12
Norges Bank
Norway
$19.3B +$710M +2,687,401 +3%
Northern Trust
13
Northern Trust
Illinois
$19.3B -$323M -1,222,385 -1%
Bank of America
14
Bank of America
North Carolina
$18.7B -$443M -1,677,588 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18B -$503M -1,904,485 -2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$15.8B +$8.54B +32,359,274 +92%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$14.9B +$21.7M +82,100 +0.1%
N
18
Nuveen
North Carolina
$13B -$294M -1,114,360 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$12.2B -$683M -2,586,376 -5%
AllianceBernstein
20
AllianceBernstein
Tennessee
$11.5B +$55.1M +208,765 +0.4%
Charles Schwab
21
Charles Schwab
California
$9.49B +$131M +497,117 +1%
Goldman Sachs
22
Goldman Sachs
New York
$9.45B +$135M +509,967 +1%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$9.4B +$56.8M +215,103 +0.5%
Gates Foundation Trust
24
Gates Foundation Trust
Washington
$9.14B +$10.1B +38,320,050 +4,057%
UBS AM
25
UBS AM
Illinois
$8.96B -$293M -1,107,993 -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.