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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
CA
2476
Centerpoint Advisors
Massachusetts
$5.04M +$120K +454 +2%
EML
2477
Eos Management LP
New York
$5.04M
AF
2478
Apexium Financial
Texas
$5.02M +$3.63M +13,749 +176%
SA
2479
Scarborough Advisors
Maryland
$5.01M +$264 +1 +0%
WE
2480
Wealth Effects
Massachusetts
$5.01M -$2.11K -8 -0%
CCG
2481
Ceeto Capital Group
Florida
$5.01M
PWS
2482
Peloton Wealth Strategists
Indiana
$5M +$60.5K +229 +1%
CFA
2483
CWS Financial Advisors
Michigan
$5M -$18.2K -69 -0.3%
BBNB
2484
Baker Boyer National Bank
Washington
$5M +$85K +322 +2%
TGAM
2485
TBH Global Asset Management
Tennessee
$4.99M -$578K -2,188 -9%
EF
2486
Empowered Funds
Pennsylvania
$4.99M +$2.61M +9,892 +86%
NPP
2487
New Potomac Partners
Maryland
$4.99M -$4.49K -17 -0.1%
MSA
2488
Marino Stram & Associates
Massachusetts
$4.98M +$626K +2,371 +12%
BAM
2489
Beaumont Asset Management
Texas
$4.98M -$621K -2,352 -10%
SAM
2490
S.A. Mason
Michigan
$4.97M -$57K -216 -1%
RCM
2491
Regency Capital Management
Hawaii
$4.97M +$1.51M +5,733 +37%
PWA
2492
Providence Wealth Advisors
Illinois
$4.97M -$459K -1,739 -7%
BEC
2493
Blue Edge Capital
Virginia
$4.97M +$14.3K +54 +0.3%
MSFS
2494
Main Street Financial Solutions
Pennsylvania
$4.93M +$66.3K +251 +1%
BOS
2495
Bank of Stockton
California
$4.92M +$7.92K +30 +0.1%
UBG
2496
United Bank (Georgia)
Georgia
$4.92M +$203K +768 +4%
MA
2497
MONECO Advisors
Connecticut
$4.92M +$162K +613 +3%
CSA
2498
Cottage Street Advisors
Massachusetts
$4.91M +$135K +511 +2%
PCM
2499
Pinnbrook Capital Management
New York
$4.91M +$4.06M +15,384 +271%
FCFC
2500
First Commonwealth Financial Corp
Pennsylvania
$4.9M -$147K -556 -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.