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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
MC
2626
Mathes Company
New York
$4.38M -$51.5K -195 -1%
SNBOSD
2627
Security National Bank of So Dak
Iowa
$4.37M -$48.8K -185 -1%
WWA
2628
WC Walker & Associates
California
$4.37M -$5.02K -19 -0.1%
CBFP
2629
Cedar Brook Financial Partners
Ohio
$4.36M +$200K +756 +4%
NFSG
2630
Newbridge Financial Services Group
Florida
$4.36M +$51.5K +195 +1%
AI
2631
Accredited Investors
Minnesota
$4.36M +$117K +443 +2%
ANB
2632
Amarillo National Bank
Texas
$4.35M -$983K -3,723 -17%
MFC
2633
Mechanics Financial Corp
Ohio
$4.35M -$138K -522 -3%
BMC
2634
Beaton Management Company
Massachusetts
$4.35M -$5.28K -20 -0.1%
SCA
2635
Spearhead Capital Advisors
Florida
$4.35M -$16.6M -62,755 -77%
TVWM
2636
Tower View Wealth Management
Wisconsin
$4.35M +$21.7K +82 +0.4%
MS
2637
Mizuho Securities
Japan
$4.35M +$2.58M +9,759 +110%
AAA
2638
Adams Asset Advisors
Texas
$4.35M -$191K -724 -4%
RZH
2639
Relyea Zuckerberg Hanson
Connecticut
$4.34M +$310K +1,174 +7%
WIM
2640
Wittenberg Investment Management
Massachusetts
$4.34M +$12.4K +47 +0.3%
WDG
2641
Wealth Dimensions Group
Ohio
$4.33M -$14K -53 -0.3%
CWM
2642
Connecticut Wealth Management
Connecticut
$4.33M +$304K +1,152 +7%
LCM
2643
LCM Capital Management
Illinois
$4.32M -$34.6K -131 -0.7%
RWM
2644
RBA Wealth Management
California
$4.32M +$22.7K +86 +0.5%
BCM
2645
Bienville Capital Management
New York
$4.32M -$330K -1,249 -6%
ETCM
2646
Evolutionary Tree Capital Management
Virginia
$4.31M +$955K +3,615 +24%
EWM
2647
EPG Wealth Management
Georgia
$4.31M -$22.4K -85 -0.5%
DC
2648
DeDora Capital
California
$4.3M -$96.9K -367 -2%
CMANY
2649
Capital Management Associates (New York)
New York
$4.3M -$4.49K -17 -0.1%
FIM
2650
Freedom Investment Management
Connecticut
$4.3M -$387K -1,466 -7%

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.