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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
CA
3201
Calton & Associates
Florida
$2.35M -$204K -772 -7%
LWM
3202
Ledge Wealth Management
Minnesota
$2.35M -$491K -1,861 -16%
MA
3203
MBA Advisors
Pennsylvania
$2.35M +$264 +1 +0%
DAM
3204
Derbend Asset Management
Georgia
$2.35M +$8.98K +34 +0.3%
EWS
3205
Evergreen Wealth Solutions
Pennsylvania
$2.34M -$1.06K -4 -0%
MECA
3206
Miller Equity Capital Advisors
Texas
$2.34M +$687K +2,600 +35%
AA
3207
Aire Advisors
California
$2.34M +$207K +784 +8%
LDFR
3208
Lehman & Derafelo Financial Resources
Pennsylvania
$2.34M -$2.11K -8 -0.1%
PFP
3209
Paragon Financial Partners
California
$2.34M +$1.06K +4 +0%
TIM
3210
Tortoise Investment Management
New York
$2.33M +$408K +1,544 +18%
VAM
3211
Verity Asset Management
North Carolina
$2.33M +$2.64M +9,990 New
DSN
3212
D. Scott Neal
Kentucky
$2.33M
MA
3213
Mezzasalma Advisors
New Jersey
$2.33M +$24.3K +92 +0.9%
WHC
3214
Wulff, Hansen & Co
California
$2.33M
SIMM
3215
Stillwater Investment Management (Minnesota)
Minnesota
$2.32M +$318K +1,203 +14%
EVC
3216
Eidelman Virant Capital
Missouri
$2.32M
WAC
3217
William Allan Corp
Colorado
$2.32M +$3.96K +15 +0.2%
CIA
3218
Cladis Investment Advisory
Montana
$2.31M +$148K +561 +6%
PSC
3219
Prentiss Smith & Co
Vermont
$2.31M
MFGM
3220
Marshall Financial Group (Maryland)
Maryland
$2.31M +$24K +91 +0.9%
AA
3221
Alesco Advisors
New York
$2.31M -$32.2K -122 -1%
LK
3222
Lumbard & Kellner
New Hampshire
$2.31M
PG
3223
Prostatis Group
Maryland
$2.31M +$1.2M +4,560 +85%
CFG
3224
CKW Financial Group
Hawaii
$2.3M +$20.3K +77 +0.8%
MPW
3225
MA Private Wealth
California
$2.3M -$4.75K -18 -0.2%

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.