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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
WB
3026
West Bancorporation
Iowa
$2.96M -$693K -2,624 -17%
MFG
3027
Monte Financial Group
Connecticut
$2.96M -$172K -652 -5%
MS
3028
Madden Securities
Texas
$2.96M -$3.55M -13,426 -51%
MIM
3029
Miller Investment Management
Pennsylvania
$2.96M
OWA
3030
One Wealth Advisors
California
$2.95M +$929K +3,518 +38%
LAM
3031
LFS Asset Management
California
$2.94M -$1.87M -7,085 -36%
CWA
3032
Consilium Wealth Advisory
Texas
$2.94M +$215K +816 +7%
FSCM
3033
Front Street Capital Management
Montana
$2.94M +$87.1K +330 +3%
WWM
3034
Windsor Wealth Management
Indiana
$2.94M -$15.3K -58 -0.5%
FB
3035
First Bancorp
Maine
$2.93M -$14K -53 -0.4%
IWA
3036
Intercontinental Wealth Advisors
Texas
$2.93M -$186K -706 -5%
PAM
3037
Premier Asset Management
Illinois
$2.92M -$17.7K -67 -0.5%
QCIG
3038
Quad-Cities Investment Group
Iowa
$2.92M +$1.85K +7 +0.1%
SAMC
3039
Spectrum Asset Management (California)
California
$2.92M -$56.2K -213 -2%
CBT
3040
CoreFirst Bank & Trust
Kansas
$2.92M -$123K -464 -4%
MTWM
3041
Masso Torrence Wealth Management
New Jersey
$2.92M +$53.1K +201 +2%
AIC
3042
Archer Investment Corporation
Indiana
$2.92M -$528 -2 -0%
FTB
3043
First Trust Bank
Bahamas
$2.92M -$3.24M -12,284 -50%
PWM
3044
Palumbo Wealth Management
New York
$2.92M +$1.32K +5 +0%
CCMT
3045
CMT Capital Markets Trading
Germany
$2.91M +$2.51M +9,500 +317%
EGA
3046
E&G Advisors
Texas
$2.91M -$19K -72 -0.6%
CC
3047
Claybrook Capital
Massachusetts
$2.91M
SDWIA
3048
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.9M -$18.5K -70 -0.6%
CSB
3049
City State Bank
Iowa
$2.89M -$178K -676 -5%
IFS
3050
Ifrah Financial Services
Arkansas
$2.88M -$47.5K -180 -1%

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.