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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
KLCM
2601
KG&L Capital Management
Louisiana
$4.47M +$111K +420 +2%
VWMG
2602
Virginia Wealth Management Group
Virginia
$4.47M +$1.95M +7,401 +63%
BFG
2603
Beacon Financial Group
Texas
$4.46M -$124K -469 -2%
PAM
2604
Peninsula Asset Management
Florida
$4.46M +$26.9K +102 +0.5%
HIP
2605
HUB Investment Partners
Texas
$4.46M +$730K +2,764 +17%
RCWM
2606
Royal Capital Wealth Management
Indiana
$4.45M +$101K +382 +2%
JGIA
2607
Jackson Grant Investment Advisers
Connecticut
$4.45M -$13.7K -52 -0.3%
MA
2608
McBroom & Associates
Nevada
$4.44M -$111K -422 -2%
GC
2609
GFG Capital
Florida
$4.44M +$117K +443 +2%
NAG
2610
Northstar Advisory Group
New Jersey
$4.44M -$59.9K -227 -1%
SAM
2611
SignalPoint Asset Management
Missouri
$4.44M -$7.39K -28 -0.1%
SFS
2612
Strategic Financial Services
New York
$4.43M -$124K -468 -2%
AIC
2613
Ayalon Insurance Company
Israel
$4.43M
KC
2614
Kenfarb & Co
Kentucky
$4.42M +$14.5K +55 +0.3%
CPSC
2615
Carl P. Sherr & Co
Massachusetts
$4.42M +$307K +1,162 +7%
WWM
2616
WT Wealth Management
Arizona
$4.42M +$1.26M +4,785 +34%
DWP
2617
Destiny Wealth Partners
Florida
$4.42M +$102K +386 +2%
LMKC
2618
L.M. Kohn & Company
Ohio
$4.42M +$23.8K +90 +0.5%
RC
2619
Reik & Co
New York
$4.41M
AWC
2620
Abundance Wealth Counselors
Pennsylvania
$4.39M +$68.7K +260 +1%
LJCM
2621
Lee Johnson Capital Management
Texas
$4.39M +$1.65M +6,243 +50%
FCT
2622
First Community Trust
Iowa
$4.38M -$166K -628 -3%
APGDR
2623
Absoluto Partners Gestao de Recursos
Brazil
$4.38M -$1.42M -5,384 -22%
MIM
2624
Montgomery Investment Management
Maryland
$4.38M
PPG
2625
Peak Planning Group
Colorado
$4.38M +$20.1K +76 +0.4%

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.