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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
BHA
2751
Beech Hill Advisors
New York
$3.86M -$9.24K -35 -0.2%
HC
2752
HNP Capital
New York
$3.86M +$528 +2 +0%
SRC
2753
Sage Rhino Capital
California
$3.84M +$342K +1,296 +9%
LWM
2754
Liberty Wealth Management
California
$3.84M +$439K +1,664 +11%
SP
2755
Successful Portfolios
Florida
$3.84M -$40.4K -153 -0.9%
CA
2756
CV Advisors
Florida
$3.84M -$615K -2,331 -12%
MJB
2757
Mark J. Bradley
$3.83M +$21.1K +80 +0.5%
KWM
2758
Kolinsky Wealth Management
New Jersey
$3.83M -$185K -701 -4%
HSWM
2759
Hubbell Strickland Wealth Management
Louisiana
$3.83M +$8.98K +34 +0.2%
APW
2760
Austin Private Wealth
Texas
$3.83M +$837K +3,169 +24%
RS
2761
Retirement Solution
Washington
$3.82M -$48.6K -184 -1%
AC
2762
AMS Capital
Brazil
$3.82M -$4.56M -17,255 -51%
HWP
2763
Highline Wealth Partners
California
$3.81M +$4.32M +16,376 New
WA
2764
Waddell & Associates
Tennessee
$3.81M -$63.9K -242 -1%
RG
2765
Richelieu Gestion
France
$3.81M -$599K -2,267 -12%
SI
2766
Symmetry Investments
Jersey
$3.81M +$960K +3,634 +29%
SJL
2767
Shayne & Jacobs LLC
Tennessee
$3.81M
CFA
2768
Capstone Financial Advisors
Illinois
$3.81M +$186K +706 +5%
AIS
2769
AM Investment Strategies
Tennessee
$3.81M +$158K +598 +4%
LAI
2770
Legal Advantage Investments
California
$3.8M +$1.41M +5,350 +49%
SWA
2771
Sax Wealth Advisors
New Jersey
$3.79M -$440K -1,666 -9%
YAVAPFMC
2772
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.79M
CA
2773
Capitolis Advisors
New York
$3.79M -$155M -586,347 -97%
HCM
2774
HMS Capital Management
Tennessee
$3.78M +$834K +3,160 +24%
WAM
2775
Werlinich Asset Management
Connecticut
$3.77M -$27.7K -105 -0.6%

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.