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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
TCM
3276
Towercrest Capital Management
Pennsylvania
$2.17M +$528 +2 +0%
CAMV
3277
Concord Asset Management (Virginia)
Virginia
$2.17M -$2.9K -11 -0.1%
HSA
3278
Hussman Strategic Advisors
Maryland
$2.17M +$1.09M +4,120 +80%
EBWM
3279
Eagle Bluffs Wealth Management
Missouri
$2.17M +$69.4K +263 +3%
DG
3280
DMC Group
Alabama
$2.16M -$7.92K -30 -0.3%
HLOC
3281
H.L. Ormond & Company
North Carolina
$2.16M +$58.9K +223 +2%
FWM
3282
Foresight Wealth Management
Utah
$2.16M -$7.13K -27 -0.3%
PTCG
3283
Pring Turner Capital Group
California
$2.15M +$13.7K +52 +0.6%
MIM
3284
Merrion Investment Management
New Jersey
$2.15M
MPPLM
3285
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.15M +$154K +584 +7%
CCB
3286
Cutter & Co Brokerage
Missouri
$2.14M +$4.22K +16 +0.2%
IFA
3287
Index Fund Advisors
California
$2.14M +$115K +436 +5%
TFP
3288
Tilia Fiduciary Partners
North Carolina
$2.13M +$117K +443 +5%
RTS
3289
Round Table Services
New Jersey
$2.13M +$119K +451 +5%
KLWA
3290
Kelly Lawrence W & Associates
California
$2.13M
DCM
3291
Delta Capital Management
New Jersey
$2.13M
GWI
3292
Grace & White Inc
New York
$2.13M
NF
3293
Nvest Financial
New Hampshire
$2.13M -$2.38K -9 -0.1%
WKSWA
3294
White Knight Strategic Wealth Advisors
New Jersey
$2.12M +$58.4K +221 +2%
HFG
3295
Heron Financial Group
New York
$2.12M +$9.24K +35 +0.4%
TFA
3296
Transamerica Financial Advisors
Florida
$2.12M +$582K +2,206 +32%
CA
3297
Carson Advisory
Georgia
$2.12M -$15.1K -57 -0.6%
CWM
3298
Castle Wealth Management
Florida
$2.12M +$89K +337 +4%
D
3299
Diversified
Delaware
$2.12M +$371K +1,405 +18%
GC
3300
Globeflex Capital
California
$2.12M +$2.4M +9,086 New

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.