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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
FFG
3126
Fortem Financial Group
California
$2.62M +$57K +216 +2%
YIH
3127
Y-Intercept (HK)
Hong Kong
$2.62M -$3.9M -14,769 -57%
HFA
3128
Harbert Fund Advisors
Alabama
$2.62M +$1.14M +4,300 +62%
CC
3129
Commons Capital
Massachusetts
$2.62M -$1.32K -5 -0%
CCM
3130
Compton Capital Management
Rhode Island
$2.62M -$1.42M -5,370 -32%
PWSG
3131
Pacific Wealth Strategies Group
California
$2.62M +$10.6K +40 +0.4%
MCWA
3132
Meadow Creek Wealth Advisors
Georgia
$2.61M -$16.6K -63 -0.6%
BC
3133
Bowman & Company
Wisconsin
$2.6M +$112K +423 +4%
RAM
3134
Redmond Asset Management
Virginia
$2.6M +$251K +949 +9%
SIG
3135
Spinnaker Investment Group
California
$2.6M +$137K +520 +5%
SJIM
3136
St. Johns Investment Management
Florida
$2.59M +$79.5K +301 +3%
SFCL
3137
Strengthening Families & Communities LLC
Massachusetts
$2.59M +$81.9K +310 +3%
MCM
3138
Mendel Capital Management
Arkansas
$2.59M +$176K +667 +6%
CIA
3139
Cascade Investment Advisors
Oregon
$2.58M +$31.4K +119 +1%
LP
3140
LGL Partners
Pennsylvania
$2.58M +$2.04M +7,724 +229%
JCM
3141
Jacobsen Capital Management
Utah
$2.58M +$40.9K +155 +1%
CWMU
3142
Caliber Wealth Management (Utah)
Utah
$2.58M +$31.4K +119 +1%
PM
3143
Parametrica Management
Hong Kong
$2.58M +$939K +3,556 +47%
SDH
3144
Sloy Dahl & Holst
Washington
$2.57M +$44.6K +169 +2%
TFGT
3145
TS Financial Group (TSFG)
Illinois
$2.57M +$94.8K +359 +3%
SAM
3146
Satovsky Asset Management
New York
$2.57M +$784K +2,969 +37%
SWMP
3147
Signature Wealth Management Partners
New Jersey
$2.56M +$38.8K +147 +1%
SAM
3148
Seelaus Asset Management
New Jersey
$2.55M -$118K -445 -4%
NFG
3149
Norris Financial Group
South Carolina
$2.54M +$96.4K +365 +3%
AIP
3150
Ahrens Investment Partners
Louisiana
$2.53M -$87.9K -333 -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.