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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
NED
2926
Nancy E. Dempze
$3.28M -$84.2K -319 -2%
SA
2927
SAM Advisors
California
$3.28M +$24.6K +93 +0.7%
LAM
2928
Lynch Asset Management
Pennsylvania
$3.27M +$290K +1,100 +8%
CC
2929
Corsicana & Co
Texas
$3.27M -$22.4K -85 -0.6%
MPW
2930
Monterey Private Wealth
California
$3.27M -$124K -469 -3%
WAS
2931
Wealth Advisory Solutions
Indiana
$3.27M -$77.4K -293 -2%
ABLA
2932
Alan B. Lancz & Associates
Ohio
$3.26M
SWM
2933
Scissortail Wealth Management
Oklahoma
$3.26M -$71.6K -271 -2%
WOC
2934
West Oak Capital
California
$3.25M +$38.3K +145 +1%
IIA
2935
ICW Investment Advisors
Arizona
$3.25M -$11.6K -44 -0.3%
VT
2936
Vise Technologies
New York
$3.25M +$420K +1,591 +13%
BDFN
2937
Bond & Devick Financial Network
Minnesota
$3.25M +$116K +440 +3%
ONST
2938
Old North State Trust
North Carolina
$3.25M +$3.68M +13,923 +99,450%
WCFA
2939
Walkner Condon Financial Advisors
Wisconsin
$3.24M -$24K -91 -0.6%
AC
2940
Addison Capital
Pennsylvania
$3.24M -$33.3K -126 -0.9%
DCM
2941
DGS Capital Management
New Jersey
$3.24M +$530K +2,008 +17%
ER
2942
Enlightenment Research
Florida
$3.24M +$3.67M +13,900 New
ESBC
2943
E.S. Barr & Co
Kentucky
$3.24M -$78.4K -297 -2%
SC
2944
Sierra Capital
Florida
$3.23M +$90.8K +344 +3%
FBFS
2945
First Business Financial Services
Wisconsin
$3.23M -$20.6K -78 -0.6%
PFC
2946
Phocas Financial Corp
California
$3.23M +$288K +1,090 +9%
BIA
2947
Bigelow Investment Advisors
Maine
$3.23M +$12.9K +49 +0.4%
ACM
2948
Aljian Capital Management
Nevada
$3.22M +$88.2K +334 +2%
EA
2949
Eudaimonia Advisors
Tennessee
$3.22M +$8.98K +34 +0.2%
AAP
2950
Ardsley Advisory Partners
Connecticut
$3.22M +$238K +900 +7%

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.