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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
HWA
2726
HHM Wealth Advisors
Tennessee
$3.91M -$344K -1,304 -7%
BCM
2727
Brookmont Capital Management
Texas
$3.91M +$235K +891 +6%
OCM
2728
Octahedron Capital Management
California
$3.91M +$4.09M +15,500 +1,192%
CCM
2729
Cox Capital Management
Massachusetts
$3.91M +$36.2K +137 +0.8%
SFG
2730
Snider Financial Group
Washington
$3.91M +$77.9K +295 +2%
CA
2731
Capital Advantage
California
$3.91M +$168K +636 +4%
GPA
2732
Garrison Point Advisors
California
$3.9M +$6.87K +26 +0.2%
GP
2733
Geneva Partners
Wisconsin
$3.9M -$484K -1,833 -10%
GCM
2734
Geneva Capital Management
Wisconsin
$3.9M -$1.58K -6 -0%
FDS
2735
First Dallas Securities
Texas
$3.9M +$20.6K +78 +0.5%
LCM
2736
Lattice Capital Management
Washington
$3.89M +$10.6K +40 +0.2%
FAP
2737
Financial Advisory Partners
Florida
$3.89M +$36.7K +139 +0.8%
RTC
2738
Riverview Trust Company
Washington
$3.89M -$15.8K -60 -0.4%
MC
2739
Matisse Capital
Oregon
$3.89M -$356K -1,349 -7%
NCM
2740
Noesis Capital Mangement
Florida
$3.89M +$240K +910 +6%
GCM
2741
Graham Capital Management
Connecticut
$3.88M -$12.8M -48,541 -74%
PIMG
2742
Patriot Investment Management Group
Tennessee
$3.88M -$225K -854 -5%
EFG
2743
Everhart Financial Group
Ohio
$3.88M +$33.5K +127 +0.8%
BZWA
2744
Blue Zone Wealth Advisors
California
$3.88M -$480K -1,816 -10%
BIA
2745
Benchmark Investment Advisors
Illinois
$3.87M -$267K -1,011 -6%
PA
2746
Paragon Advisors
Texas
$3.87M +$1.36M +5,162 +45%
GKFF
2747
George Kaiser Family Foundation
Oklahoma
$3.87M
BC
2748
Breakline Capital
New York
$3.87M +$2.82M +10,686 +181%
BCM
2749
Boltwood Capital Management
California
$3.87M -$627K -2,375 -13%
PK
2750
Pflug Koory
Nebraska
$3.86M +$205K +776 +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.