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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
LIA
3001
LBMC Investment Advisors
Tennessee
$3.04M -$37.8K -143 -1%
DI
3002
DAGCO Inc
Ohio
$3.04M -$76.3K -289 -2%
MHWM
3003
Montz Harcus Wealth Management
Louisiana
$3.04M +$20.9K +79 +0.6%
FIBT
3004
First International Bank & Trust
North Dakota
$3.04M +$103K +391 +3%
SMA
3005
Sage Mountain Advisors
Georgia
$3.04M -$319K -1,208 -8%
CL
3006
CIM LLC
New York
$3.04M -$279K -1,056 -7%
CYG
3007
Clean Yield Group
Vermont
$3.03M -$17.7K -67 -0.5%
IRC
3008
Investors Research Corp
Georgia
$3.03M +$8.98K +34 +0.3%
DI
3009
Disciplined Investments
Oklahoma
$3.03M -$235K -890 -6%
SLA
3010
Silver Lake Advisory
Utah
$3.02M +$528 +2 +0%
AWMT
3011
AAFMAA Wealth Management & Trust
North Carolina
$3.02M -$729K -2,760 -18%
RB
3012
Renasant Bank
Mississippi
$3.01M +$20.1K +76 +0.6%
SCP
3013
Shorepoint Capital Partners
Massachusetts
$3.01M +$146K +553 +4%
PCG
3014
Prosperity Consulting Group
Maryland
$3M -$15.1K -57 -0.4%
BAM
3015
Blueshift Asset Management
New Jersey
$3M +$3.4M +12,865 New
MTIC
3016
Missouri Trust & Investment Company
Missouri
$2.99M +$144K +544 +4%
CAL
3017
Capital Advisors Ltd
Ohio
$2.98M -$185K -701 -5%
WW
3018
Waterfront Wealth
Kansas
$2.98M +$408K +1,547 +14%
WCM
3019
WealthBridge Capital Management
Ohio
$2.98M
EBA
3020
Eagle Bay Advisors
New York
$2.98M -$281K -1,066 -8%
FCM
3021
Fortis Capital Management
Washington
$2.98M +$695K +2,633 +26%
TI
3022
tru Independence
Oregon
$2.97M -$181K -684 -5%
RB
3023
Richmond Brothers
Michigan
$2.97M -$10.3K -39 -0.3%
CWM
3024
Centric Wealth Management
Illinois
$2.97M +$169K +640 +5%
BIM
3025
Bridgecreek Investment Management
Oklahoma
$2.97M +$168K +637 +5%

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.