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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
WPWM
3151
Western Pacific Wealth Management
Illinois
$2.52M +$312K +1,183 +12%
CMP
3152
Coston McIsaac & Partners
Maine
$2.52M +$79.7K +302 +3%
RPCONE
3153
Retirement Planning Company of New England
Rhode Island
$2.52M +$122K +463 +4%
CFA
3154
Cahill Financial Advisors
Minnesota
$2.52M +$195K +737 +7%
DFG
3155
Delphi Financial Group
Delaware
$2.52M
RCS
3156
Retirement Capital Strategies
California
$2.51M -$5.94M -22,485 -68%
AWM
3157
Adams Wealth Management
Utah
$2.5M +$16.1K +61 +0.6%
TCM
3158
Tributary Capital Management
Nebraska
$2.5M -$36.7K -139 -1%
MWM
3159
Marion Wealth Management
Pennsylvania
$2.5M +$265K +1,003 +10%
SA
3160
SRN Advisors
Pennsylvania
$2.49M -$201K -761 -7%
DA
3161
DSC Advisors
Illinois
$2.49M -$127K -481 -4%
GAMC
3162
Garner Asset Management Corp
Texas
$2.48M -$276K -1,047 -9%
PMIA
3163
Patrick Mauro Investment Advisor
Illinois
$2.48M +$2.82M +10,663 New
IF
3164
IRON Financial
Illinois
$2.48M +$699K +2,649 +33%
SRAM
3165
Spouting Rock Asset Management
Pennsylvania
$2.47M +$13.2K +50 +0.5%
SCA
3166
Sandy Cove Advisors
Massachusetts
$2.47M +$11.6K +44 +0.4%
CGA
3167
Channing Global Advisors
Florida
$2.47M -$308K -1,167 -10%
BWCS
3168
Beirne Wealth Consulting Services
Connecticut
$2.47M -$132K -500 -5%
CFD
3169
Creative Financial Designs
Indiana
$2.46M +$142K +539 +5%
AFS
3170
Access Financial Services
Minnesota
$2.46M +$16.9K +64 +0.6%
TC
3171
Truvestments Capital
Florida
$2.46M -$233K -884 -8%
CWM
3172
Cahaba Wealth Management
Georgia
$2.46M +$172K +653 +7%
NRI
3173
NFP Retirement Inc
California
$2.45M +$6.34K +24 +0.2%
IVP
3174
Intrinsic Value Partners
Arizona
$2.45M -$5.28K -20 -0.2%
FSC
3175
Full Sail Capital
Oklahoma
$2.45M -$423K -1,603 -13%

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.