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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
SPWM
2551
Schrum Private Wealth Management
Florida
$4.67M -$100K -379 -2%
IA
2552
Insight Advisors
Pennsylvania
$4.67M +$155K +588 +3%
SCM
2553
Sitrin Capital Management
California
$4.67M -$125K -472 -2%
SWIG
2554
Strategic Wealth Investment Group
Kentucky
$4.67M +$154K +585 +3%
WAG
2555
Winthrop Advisory Group
Massachusetts
$4.67M +$47.5K +180 +0.9%
SCP
2556
Steamboat Capital Partners
New York
$4.67M -$6.99M -26,486 -57%
SFG
2557
Synergy Financial Group
California
$4.66M +$826K +3,129 +19%
3CP
2558
3G Capital Partners
New York
$4.66M -$7.92M -30,000 -60%
ACL
2559
APEIRON Capital Ltd
Hong Kong
$4.66M
BOC
2560
Barbara Oil Co
Illinois
$4.66M
TS
2561
Third Security
Virginia
$4.66M
GA
2562
GoalVest Advisory
New York
$4.65M -$767K -2,906 -13%
WR
2563
WD Rutherford
Oregon
$4.65M -$92.4K -350 -2%
OQS
2564
Occudo Quantitative Strategies
Florida
$4.65M +$5.27M +19,950 New
PHK
2565
Point72 Hong Kong
Hong Kong
$4.63M +$5.08M +19,241 +3,088%
LM
2566
Lincluden Management
Ontario, Canada
$4.63M +$819K +3,100 +18%
SC
2567
Settian Capital
New York
$4.62M +$1.85M +7,000 +54%
PWMG
2568
Pinnacle Wealth Management Group
Michigan
$4.62M -$174K -659 -3%
PP
2569
Pacifica Partners
Canada
$4.62M -$10.3K -39 -0.2%
TA
2570
Trellis Advisors
Washington
$4.62M +$307K +1,162 +6%
FCB
2571
First Command Bank
Texas
$4.62M -$528 -2 -0%
FCFS
2572
First Command Financial Services
Texas
$4.62M -$528 -2 -0%
AAF
2573
Andra AP-fonden
Sweden
$4.61M -$1.48M -5,600 -22%
CGA
2574
Crescent Grove Advisors
Illinois
$4.61M +$621K +2,351 +13%
BA
2575
Bluesphere Advisors
Pennsylvania
$4.6M -$102K -385 -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.