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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
JSW
2526
Journey Strategic Wealth
New Jersey
$4.77M +$466K +1,765 +9%
S
2527
Surevest
California
$4.77M +$3.96K +15 +0.1%
RAM
2528
Riggs Asset Management
Pennsylvania
$4.77M +$2.11M +7,997 +64%
LFA
2529
Legacy Financial Advisors
Kentucky
$4.76M +$132K +500 +3%
AIM
2530
Aspen Investment Management
Michigan
$4.76M +$93.7K +355 +2%
SN
2531
Sittner & Nelson
Oregon
$4.76M +$136K +516 +3%
KL
2532
KWMG LLC
Kansas
$4.75M +$211K +799 +4%
RCA
2533
Ranch Capital Advisors
Florida
$4.75M -$190K -719 -3%
CPIA
2534
Cornell Pochily Investment Advisors
New York
$4.74M +$111K +422 +2%
UAM
2535
Unison Asset Management
Florida
$4.74M +$1.81M +6,858 +51%
WAOTB
2536
Wealth Advisors of Tampa Bay
Florida
$4.74M -$5.33M -20,174 -50%
SPC
2537
Stony Point Capital
New York
$4.73M -$7.44M -28,160 -58%
SCP
2538
Sandhill Capital Partners
New York
$4.73M -$5.12M -19,401 -49%
FMI
2539
F/M Investments
District of Columbia
$4.72M -$2.39M -9,063 -31%
CH
2540
Canton Hathaway
Rhode Island
$4.72M -$75.3K -285 -1%
PPP
2541
Private Portfolio Partners
New Jersey
$4.7M -$275K -1,043 -5%
ARC
2542
Advisor Resource Council
Texas
$4.7M -$9.45M -35,773 -64%
AFA
2543
AllGen Financial Advisors
Florida
$4.7M -$94K -356 -2%
DL
2544
DOHJ LLC
Washington
$4.7M +$719K +2,722 +16%
WMA
2545
Wealth Management Associates
New Jersey
$4.69M +$388K +1,468 +8%
GPTE
2546
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.69M
HFS
2547
HBC Financial Services
Washington
$4.68M -$563K -2,134 -10%
BWA
2548
Bordeaux Wealth Advisors
California
$4.68M +$332K +1,257 +7%
GHAM
2549
Gilman Hill Asset Management
Connecticut
$4.68M +$582K +2,206 +12%
DIS
2550
Diversified Investment Strategies
Louisiana
$4.67M -$47.3K -179 -0.9%

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.