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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
NF
2901
Nikulski Financial
Iowa
$3.37M +$104K +393 +3%
CG
2902
Corundum Group
Colorado
$3.37M +$682K +2,583 +22%
AA
2903
Advisory Alpha
Michigan
$3.36M -$30.1K -114 -0.8%
GTAM
2904
Global Trust Asset Management
Florida
$3.36M +$47.8K +181 +1%
CWM
2905
Cabot Wealth Management
Massachusetts
$3.36M +$1.8M +6,810 +89%
IBOK
2906
Independence Bank of Kentucky
Kentucky
$3.35M +$91.1K +345 +2%
TBNY
2907
Trustco Bank (New York)
New York
$3.35M -$86.9K -329 -2%
LFG
2908
Larson Financial Group
Missouri
$3.35M +$2.04M +7,725 +116%
GPFA
2909
Game Plan Financial Advisors
Ohio
$3.35M -$40.1K -152 -1%
PPWM
2910
Paragon Private Wealth Management
Kentucky
$3.35M +$149K +563 +4%
AA
2911
Argent Advisors
Louisiana
$3.33M -$22.2K -84 -0.6%
BA
2912
Bennicas & Associates
California
$3.33M
W
2913
Wealthquest
Ohio
$3.33M +$63.9K +242 +2%
AMIM
2914
Aull & Monroe Investment Management
Alabama
$3.33M -$132K -500 -3%
CWM
2915
Chemistry Wealth Management
New York
$3.33M +$85K +322 +2%
FA
2916
Financial Avengers
California
$3.31M +$222K +839 +6%
GWM
2917
Gray Wealth Management
Maine
$3.31M +$54.9K +208 +1%
TA
2918
TKG Advisors
Indiana
$3.3M +$1.13M +4,298 +44%
CCA
2919
Catalyst Capital Advisors
New York
$3.3M -$2.03M -7,679 -35%
PC
2920
Permanens Capital
New York
$3.3M -$1.88M -7,114 -33%
WIC
2921
WealthBridge Investment Counsel
Alberta, Canada
$3.3M +$234K +887 +7%
GWM
2922
GSB Wealth Management
Connecticut
$3.3M -$91.9K -348 -2%
SIC
2923
Sterling Investment Counsel
New York
$3.29M +$120K +454 +3%
NSB
2924
Norway Savings Bank
Maine
$3.29M +$8.71K +33 +0.2%
FRA
2925
Frank Rimerman Advisors
California
$3.28M +$1.15M +4,363 +45%

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.