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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
ECAM
3226
East Coast Asset Management
Massachusetts
$2.29M
RC
3227
RBO & Co
California
$2.29M
TI
3228
TTP Investments
California
$2.29M +$95.8K +363 +4%
IF
3229
Integrity Financial
Wyoming
$2.28M -$53.6K -203 -2%
SC
3230
Sonen Capital
California
$2.28M -$524K -1,986 -17%
KOMWMG
3231
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.28M -$42.2K -160 -2%
CSI
3232
Cross Staff Investments
New York
$2.28M +$528 +2 +0%
RPCA
3233
Running Point Capital Advisors
California
$2.28M +$124K +470 +5%
MA
3234
MKT Advisors
California
$2.27M +$22.4K +85 +0.9%
AC
3235
ASB Consultores
Florida
$2.27M +$549K +2,081 +27%
PBO
3236
Peoples Bank (Ohio)
Ohio
$2.27M -$31.9K -121 -1%
EHWM
3237
Eads & Heald Wealth Management
Georgia
$2.27M +$21.7K +82 +0.8%
APWA
3238
Atlas Private Wealth Advisors
New Jersey
$2.26M -$74.2K -281 -3%
VWA
3239
VERITY Wealth Advisors
United States
$2.26M
RWI
3240
Red Wave Investments
Pennsylvania
$2.26M +$48.1K +182 +2%
SFA
3241
Semmax Financial Advisors
North Carolina
$2.26M +$419K +1,585 +19%
WCAMG
3242
Woodard & Company Asset Management Group
North Carolina
$2.25M +$166K +628 +7%
ACA
3243
Affinity Capital Advisors
California
$2.25M +$20.9K +79 +0.8%
WCA
3244
Waypoint Capital Advisors
Minnesota
$2.25M -$60.5K -229 -2%
WFS
3245
Walker Financial Services
Kentucky
$2.25M -$337K -1,277 -12%
ZC
3246
Zeit Capital
Colorado
$2.25M
1WM
3247
1900 Wealth Management
Texas
$2.25M +$31.7K +120 +1%
FNC
3248
First National Corp
Massachusetts
$2.24M +$42.8K +162 +2%
FF
3249
Fluent Financial
Texas
$2.24M -$447K -1,694 -15%
ITIM
3250
Indiana Trust & Investment Management
Indiana
$2.24M -$15.6K -59 -0.6%

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.