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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
JG
2826
Jefferies Group
New York
$3.58M +$3.43M +13,000 +546%
HC
2827
Hourglass Capital
Texas
$3.58M -$39.6K -150 -1%
AWA
2828
Alta Wealth Advisors
Massachusetts
$3.58M -$6.87K -26 -0.2%
EA
2829
Ellsworth Advisors
Ohio
$3.58M +$59.9K +227 +2%
WAM
2830
WNY Asset Management
New York
$3.58M -$13.7K -52 -0.3%
LA
2831
LexAurum Advisors
Kansas
$3.57M -$140K -529 -3%
PCM
2832
Perkins Capital Management
Minnesota
$3.57M -$44.1K -167 -1%
SMH
2833
Sanders Morris Harris
Texas
$3.57M -$1.85K -7 -0%
THWM
2834
Taylor Hoffman Wealth Management
Virginia
$3.56M +$4.49K +17 +0.1%
ACG
2835
Allen Capital Group
Nebraska
$3.55M +$163K +616 +4%
AG
2836
Algert Global
California
$3.55M -$270K -1,022 -6%
SA
2837
Shilanski & Associates
Alaska
$3.54M +$91.9K +348 +2%
PCMC
2838
Private Capital Management (Colorado)
Colorado
$3.54M +$496K +1,878 +14%
RWP
2839
Ridgecrest Wealth Partners
California
$3.54M -$8.19K -31 -0.2%
AWG
2840
Altus Wealth Group
Colorado
$3.54M
SIC
2841
Shoker Investment Counsel
Ohio
$3.54M +$90.3K +342 +2%
SAM
2842
Secure Asset Management
Michigan
$3.54M -$20.1K -76 -0.5%
PWA
2843
Physician Wealth Advisors
Utah
$3.53M
BCFS
2844
Butensky & Cohen Financial Security
Florida
$3.53M +$410K +1,553 +11%
GFPC
2845
Global Financial Private Client
Florida
$3.53M +$28.5K +108 +0.7%
FMN
2846
Financial Management Network
California
$3.52M +$76.3K +289 +2%
REMPR
2847
Roof Eidam Maycock Peralta (REMP)
California
$3.52M +$150K +569 +4%
GAG
2848
Goodman Advisory Group
Massachusetts
$3.52M -$1.16M -4,405 -23%
SSCA
2849
South Shore Capital Advisors
Massachusetts
$3.52M +$28.8K +109 +0.7%
TCWA
2850
Ten Capital Wealth Advisors
Washington
$3.51M +$236K +895 +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.