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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
PWA
2701
Phoenix Wealth Advisors
North Carolina
$4.03M +$8.71K +33 +0.2%
SFG
2702
StrategIQ Financial Group
Indiana
$4.03M +$47.5K +180 +1%
FWA
2703
FSM Wealth Advisors
Ohio
$4.02M +$913K +3,458 +25%
NAS
2704
Nicolet Advisory Services
Wisconsin
$4.02M +$307K +1,163 +7%
FFC
2705
First Financial Corp
Indiana
$4.02M +$40.7K +154 +0.9%
CIP
2706
Capital Insight Partners
Arizona
$4.01M +$161K +608 +4%
WAAG
2707
Wealth Alliance Advisory Group
Kansas
$4M +$72.1K +273 +2%
TCM
2708
Tradewinds Capital Management
Washington
$3.99M +$652K +2,471 +17%
BCM
2709
Brooktree Capital Management
Michigan
$3.99M -$111K -420 -2%
AGP
2710
Autumn Glory Partners
Texas
$3.99M +$1.39M +5,251 +44%
HAC
2711
Harbor Advisory Corp
New Hampshire
$3.98M -$158K -597 -3%
IIC
2712
Integrated Investment Consultants
Michigan
$3.97M -$158K -597 -3%
BPCA
2713
Bank Pictet & Cie (Asia)
Singapore
$3.97M -$245K -928 -5%
SAA
2714
Southeast Asset Advisors
Georgia
$3.97M +$87.7K +332 +2%
MFS
2715
Monetta Financial Services
Illinois
$3.96M
WWM
2716
Wolff Wiese Magana
California
$3.95M -$87.9K -333 -2%
GLLW
2717
Graves Light Lenhart Wealth
Virginia
$3.95M -$4.22K -16 -0.1%
LA
2718
Lifeworks Advisors
Michigan
$3.94M -$138K -521 -3%
KCFA
2719
Key Client Fiduciary Advisors
New Jersey
$3.94M +$209K +791 +5%
PGWM
2720
Parisi Gray Wealth Management
New Jersey
$3.93M -$1.62M -6,122 -27%
WFS
2721
Widmann Financial Services
Maryland
$3.93M +$26.9K +102 +0.6%
CCM
2722
Chickasaw Capital Management
Tennessee
$3.93M -$6.6K -25 -0.1%
JE
2723
JMAC Enterprises
Pennsylvania
$3.93M +$15.8K +60 +0.4%
FPF
2724
First Pacific Financial
Washington
$3.92M +$931K +3,524 +26%
CCFP
2725
Charles Carroll Financial Partners
Massachusetts
$3.92M -$244K -925 -5%

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.