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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
DRD
2776
Dennis R. Delaney
$3.76M +$4.26M +16,150 New
EL
2777
Essex LLC
Illinois
$3.76M +$61.5K +233 +1%
SW
2778
SkyOak Wealth
Michigan
$3.76M +$115K +435 +3%
AP
2779
Adero Partners
California
$3.75M +$5.81K +22 +0.1%
TWI
2780
Thomas White International
Illinois
$3.75M -$3.43K -13 -0.1%
JWM
2781
Jeppson Wealth Management
California
$3.75M +$110K +418 +3%
MWVC
2782
Morgens Waterfall Vintiadis & Co
New York
$3.75M
LAS
2783
LWM Advisory Services
Florida
$3.75M +$201K +761 +5%
BBWA
2784
Bell & Brown Wealth Advisors
California
$3.75M -$335K -1,270 -7%
SPFA
2785
Summit Place Financial Advisors
New Jersey
$3.75M +$244K +925 +6%
AA
2786
Apriem Advisors
California
$3.74M -$80.3K -304 -2%
MPPW
2787
Mitchell & Pahl Private Wealth
Oklahoma
$3.74M -$51.8K -196 -1%
IAMOG
2788
Investors Asset Management of Georgia
Georgia
$3.74M +$6.6K +25 +0.2%
HG
2789
Herbst Group
Connecticut
$3.73M +$33K +125 +0.8%
JF
2790
JSF Financial
California
$3.73M +$123K +467 +3%
JDR
2791
Jay D. Rosenbaum
$3.71M -$662K -2,508 -14%
AWA
2792
Acorn Wealth Advisors
Michigan
$3.71M +$325K +1,231 +8%
OHWP
2793
Oak Harbor Wealth Partners
North Carolina
$3.71M +$121K +458 +3%
PP
2794
Patron Partners
Texas
$3.71M -$45.2K -171 -1%
CWP
2795
Curated Wealth Partners
California
$3.71M +$40.4K +153 +1%
AIM
2796
Athena Investment Management
California
$3.7M -$27.5K -104 -0.7%
SIM
2797
SSI Investment Management
California
$3.69M +$4.75K +18 +0.1%
KIG
2798
Kowal Investment Group
Wisconsin
$3.69M -$87.9K -333 -2%
GIM
2799
Guardian Investment Management
California
$3.69M
HNW
2800
High Note Wealth
Minnesota
$3.69M +$189K +716 +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.