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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
AIFAIM
3176
American Institute for Advanced Investment Management
Arizona
$2.45M -$103K -390 -4%
ZAM
3177
Zeal Asset Management
Hong Kong
$2.44M +$2.7M +10,238 New
SFG
3178
Sowa Financial Group
Rhode Island
$2.44M +$2.77M +10,483 New
TA
3179
Tectonic Advisors
Texas
$2.44M +$9.77K +37 +0.4%
QWM
3180
QP Wealth Management
New Jersey
$2.43M +$36.4K +138 +1%
FAM
3181
Flaharty Asset Management
Florida
$2.43M -$59.1K -224 -2%
BC
3182
Barrett & Company
Rhode Island
$2.43M +$2.67M +10,117 New
SB
3183
Sunflower Bank
Texas
$2.42M -$765K -2,896 -22%
SIC
3184
Samalin Investment Counsel
New York
$2.42M -$137K -518 -5%
PHAM
3185
Palisades Hudson Asset Management
Florida
$2.4M -$19.8K -75 -0.7%
ICM
3186
Islay Capital Management
Texas
$2.4M -$330K -1,250 -11%
RCG
3187
Rock Creek Group
District of Columbia
$2.4M +$59.1K +224 +2%
BFWA
3188
Benchmark Financial Wealth Advisors
Florida
$2.4M +$142K +539 +6%
FC
3189
Financial Council
Maryland
$2.4M +$1.71M +6,489 +171%
MFS
3190
Mirabella Financial Services
United Kingdom
$2.39M -$668K -2,529 -20%
PW
3191
Peninsula Wealth
California
$2.39M +$66.3K +251 +3%
PCM
3192
Portolan Capital Management
Massachusetts
$2.38M
EFL
3193
ERn Financial LLC
Wisconsin
$2.37M +$247K +935 +10%
BFG
3194
Bouchey Financial Group
New York
$2.37M -$95.6K -362 -3%
CPA
3195
Capital Performance Advisors
California
$2.37M -$41.5K -157 -2%
NG
3196
Northstar Group
New York
$2.37M +$88.5K +335 +3%
RVPG
3197
Relative Value Partners Group
$2.36M -$1.54M -5,818 -36%
NJBEST
3198
New Jersey Better Educational Savings Trust
New Jersey
$2.36M
MWP
3199
Madison Wealth Partners
Wisconsin
$2.36M +$53.3K +202 +2%
RPGK
3200
Retirement Planning Group (Kansas)
Kansas
$2.35M +$1.3M +4,913 +95%

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.