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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
MCA
2676
Millennium Capital Advisors
Arkansas
$4.17M -$45.4K -172 -1%
ACM
2677
Avalon Capital Management
California
$4.17M -$13.2K -50 -0.3%
TCWM
2678
Total Clarity Wealth Management
Illinois
$4.15M -$81.1K -307 -2%
CG
2679
Castellan Group
Kentucky
$4.15M +$61.3K +232 +1%
FG
2680
Foster Group
Iowa
$4.15M +$342K +1,295 +8%
HFRG
2681
Houlihan Financial Resource Group
Virginia
$4.15M +$4.62M +17,489 New
KS
2682
Karpas Strategies
Connecticut
$4.14M -$81.3K -308 -2%
CAWM
2683
Capital Advisors Wealth Management
Washington
$4.13M +$39.6K +150 +0.9%
ATIA
2684
American Trust Investment Advisors
New Hampshire
$4.13M -$33K -125 -0.7%
BWM
2685
Baystate Wealth Management
Massachusetts
$4.12M -$3.43K -13 -0.1%
MCA
2686
MSH Capital Advisors
Arizona
$4.12M -$85.8K -325 -2%
MW
2687
MBL Wealth
North Carolina
$4.11M +$347K +1,314 +8%
NERM
2688
New England Research & Management
Illinois
$4.11M +$557K +2,110 +14%
RCIM
2689
Red Cedar Investment Management
Michigan
$4.09M
SRSA
2690
S.R. Schill & Associates
Washington
$4.09M +$44.1K +167 +1%
EWM
2691
Evermay Wealth Management
Virginia
$4.08M +$37.5K +142 +0.8%
BLC
2692
Brown, Lisle/Cummings
Rhode Island
$4.08M -$3.96K -15 -0.1%
FC
2693
Fusion Capital
South Carolina
$4.08M +$204K +774 +5%
QFA
2694
Quattro Financial Advisors
Texas
$4.08M
AIA
2695
Alera Investment Advisors
Illinois
$4.07M -$70.2K -266 -1%
SW
2696
StrongBox Wealth
Missouri
$4.07M +$98K +371 +2%
OPWM
2697
Oxinas Partners Wealth Management
Indiana
$4.07M -$17.7K -67 -0.4%
KWA
2698
KCS Wealth Advisory
California
$4.06M
FC
2699
Financial Consulate
Maryland
$4.06M +$156K +590 +4%
WCM
2700
Wunderlich Capital Managemnt
Tennessee
$4.04M +$84.5K +320 +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.