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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
JWA
2951
JFS Wealth Advisors
Pennsylvania
$3.22M -$158K -597 -4%
CCM
2952
Cribstone Capital Management
Maine
$3.22M -$124K -469 -3%
GWM
2953
Graybill Wealth Management
Illinois
$3.22M +$16.6K +63 +0.5%
ML
2954
McAdam LLC
Pennsylvania
$3.21M -$107K -407 -3%
DA
2955
Dillon & Associates
Michigan
$3.2M +$112K +426 +3%
DBRC
2956
D.B. Root & Company
Pennsylvania
$3.2M -$225K -852 -6%
BCP
2957
Blackhawk Capital Partners
Wisconsin
$3.19M -$549K -2,080 -13%
ACP
2958
Aveo Capital Partners
Colorado
$3.18M +$379K +1,434 +12%
HI
2959
Hudock Inc
Pennsylvania
$3.17M +$7.13K +27 +0.2%
PWM
2960
Prentice Wealth Management
New York
$3.17M +$3.6M +13,626 New
VC
2961
Veracity Capital
Georgia
$3.17M -$19.3K -73 -0.5%
TMWM
2962
Taylor & Morgan Wealth Management
Michigan
$3.17M +$506K +1,917 +16%
LF
2963
LifeSteps Financial
California
$3.16M +$333K +1,260 +10%
GCM
2964
Glynn Capital Management
California
$3.15M
AWA
2965
Amplius Wealth Advisors
Pennsylvania
$3.15M +$260K +984 +8%
MA
2966
Modus Advisors
Minnesota
$3.15M +$16.6K +63 +0.5%
HBW
2967
Hazlett, Burt & Watson
West Virginia
$3.14M +$4.75K +18 +0.1%
TFM
2968
TFC Financial Management
Massachusetts
$3.14M +$189K +714 +6%
GSC
2969
G&S Capital
Colorado
$3.14M +$821K +3,108 +30%
ADBIC
2970
A.D. Beadell Investment Counsel
Wisconsin
$3.14M +$385K +1,458 +12%
RFMS
2971
RWQ Financial Management Services
Florida
$3.13M -$1.94M -7,364 -35%
HHAM
2972
HITE Hedge Asset Management
Massachusetts
$3.12M
TWM
2973
Thrive Wealth Management
Pennsylvania
$3.12M +$410K +1,554 +13%
RHP
2974
Royal Harbor Partners
Texas
$3.12M -$62.6K -237 -2%
CC
2975
Copperleaf Capital
North Carolina
$3.12M +$709K +2,684 +25%

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.