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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
MMHP
2851
Murphy Middleton Hinkle & Parker
Georgia
$3.5M -$31.4K -119 -0.8%
RF
2852
Robbins Farley
New Hampshire
$3.5M +$3.97M +15,049 New
CTFG
2853
Capstone Triton Financial Group
Oklahoma
$3.5M -$42.8K -162 -1%
HCA
2854
Harbor Capital Advisors
Illinois
$3.5M -$933K -3,532 -19%
PH
2855
Pinnacle Holdings
Oklahoma
$3.5M -$6.07K -23 -0.2%
GF
2856
Gries Financial
Ohio
$3.5M +$23.5K +89 +0.6%
PAG
2857
Powers Advisory Group
Illinois
$3.5M +$19.8K +75 +0.5%
HIC
2858
Harvey Investment Company
Kentucky
$3.48M -$19.3K -73 -0.5%
ASBI
2859
American State Bank (Iowa)
Iowa
$3.48M
SHA
2860
Seneca House Advisors
Virginia
$3.48M +$637K +2,413 +19%
AA
2861
Altman Advisors
Illinois
$3.47M +$129K +490 +3%
WA
2862
Wealth Architects
California
$3.47M +$55.5K +210 +1%
WCG
2863
Weaver Consulting Group
California
$3.47M +$37.2K +141 +1%
CCG
2864
Cloverfields Capital Group
Minnesota
$3.47M +$47K +178 +1%
AIM
2865
Acropolis Investment Management
Missouri
$3.47M -$6.34K -24 -0.2%
SCA
2866
St. Clair Advisors
Ohio
$3.47M +$247K +935 +7%
BC
2867
Belmont Capital
California
$3.46M +$2.01M +7,616 +105%
GITFIT
2868
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.46M -$421K -1,596 -10%
VFPI
2869
Vantage Financial Partners (Illinois)
Illinois
$3.46M -$19.8K -75 -0.5%
BRC
2870
Bell Rock Capital
Delaware
$3.46M +$3.44M +13,038 +718%
AWS
2871
Arkfeld Wealth Strategies
Nebraska
$3.45M +$40.4K +153 +1%
SAM
2872
Summit Asset Management
Tennessee
$3.45M +$17.7K +67 +0.5%
PCA
2873
Peddock Capital Advisors
Massachusetts
$3.44M +$5.54K +21 +0.1%
RCM
2874
Ratan Capital Management
Florida
$3.44M -$4.88M -18,500 -56%
GBA
2875
Garrison Bradford & Associates
New York
$3.43M +$106K +400 +3%

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.