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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
MA
3101
MJP Associates
Connecticut
$2.72M +$19.8K +75 +0.6%
WDL
3102
Well Done LLC
Michigan
$2.71M -$392K -1,486 -11%
FCAG
3103
First Capital Advisors Group
New Jersey
$2.71M -$239K -907 -7%
DWM
3104
Drive Wealth Management
Utah
$2.71M +$467K +1,767 +18%
KCM
3105
KLK Capital Management
California
$2.71M +$3.08M +11,647 New
CSWG
3106
Cardinal Strategic Wealth Guidance
Kentucky
$2.71M +$94.8K +359 +3%
KA
3107
Keene & Associates
Texas
$2.71M +$2.11K +8 +0.1%
GM
3108
GeoWealth Management
Illinois
$2.71M +$435K +1,648 +16%
FAM
3109
Forte Asset Management
New York
$2.71M
1W
3110
1776 Wealth
Georgia
$2.7M +$10.6K +40 +0.3%
TCM
3111
Triumph Capital Management
Colorado
$2.7M -$152K -575 -5%
WAM
3112
Watershed Asset Management
California
$2.69M -$119K -450 -4%
GSWM
3113
Greenup Street Wealth Management
Michigan
$2.69M +$553K +2,095 +22%
MFG
3114
Menard Financial Group
Texas
$2.69M -$251K -952 -8%
FZCM
3115
Flynn Zito Capital Management
New York
$2.68M +$1.25M +4,752 +70%
LRIA
3116
Leonard Rickey Investment Advisors
Washington
$2.67M +$20.3K +77 +0.7%
6F
3117
626 Financial
Michigan
$2.67M +$62.3K +236 +2%
CAC
3118
Certified Advisory Corp
Florida
$2.67M +$53.3K +202 +2%
Fuller & Thaler Asset Management
3119
Fuller & Thaler Asset Management
California
$2.66M -$1.04M -3,925 -26%
SICM
3120
Sustainable Insight Capital Management
New York
$2.66M -$285K -1,079 -9%
FOA
3121
Five Oceans Advisors
California
$2.65M -$14.5K -55 -0.5%
CCM
3122
Community Capital Management
Florida
$2.64M
BI
3123
Ballast Inc
Kentucky
$2.63M -$58.6K -222 -2%
PWM
3124
PBMares Wealth Management
Virginia
$2.63M +$80.8K +306 +3%
HA
3125
Harfst & Associates
Wyoming
$2.63M +$94K +356 +3%

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.