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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
RCA
3301
Reitz Capital Advisors
Michigan
$2.11M +$91.4K +346 +4%
AAP
3302
Arax Advisory Partners
Colorado
$2.11M +$205K +776 +9%
OLA
3303
Oliver Luxxe Assets
New Jersey
$2.11M -$68.4K -259 -3%
DOA
3304
D'Orazio & Associates
Virginia
$2.11M -$31.9K -121 -1%
KFS
3305
Kaizen Financial Strategies
California
$2.11M +$95.8K +363 +4%
ML
3306
Mayport LLC
Massachusetts
$2.1M +$23.8K +90 +1%
WFA
3307
Wellspring Financial Advisors
Ohio
$2.1M +$70.5K +267 +3%
AAM
3308
Arabesque Asset Management
United Kingdom
$2.1M -$1.36M -5,139 -36%
PTC
3309
Provident Trust Company
Wisconsin
$2.1M -$198K -750 -8%
TIA
3310
Traphagen Investment Advisors
New Jersey
$2.09M +$58.1K +220 +3%
AIM
3311
Alhambra Investment Management
Florida
$2.09M -$16.6K -63 -0.7%
PC
3312
Pecaut & Co
Iowa
$2.09M -$123K -465 -5%
AWAP
3313
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.08M -$115K -436 -5%
DMBA
3314
Deseret Mutual Benefit Administrators
Utah
$2.08M -$452K -1,710 -16%
NC
3315
NinePointTwo Capital
California
$2.08M +$378K +1,431 +19%
OFG
3316
Oxford Financial Group
Indiana
$2.08M -$416K -1,574 -15%
OPOWM
3317
One Plus One Wealth Management
Florida
$2.08M -$82.4K -312 -3%
PCM
3318
Pointe Capital Management
Michigan
$2.07M +$94.3K +357 +4%
SIGI
3319
Susquehanna International Group (Ireland)
Ireland
$2.07M +$1.97M +7,470 +524%
GAM
3320
Gould Asset Management
California
$2.07M -$37.2K -141 -2%
MSA
3321
McAlister Sweet & Associates
Texas
$2.07M -$292K -1,107 -11%
CCM
3322
Conway Capital Management
California
$2.07M
GA
3323
Geller Advisors
New York
$2.06M -$661K -2,503 -22%
LWP
3324
Lumature Wealth Partners
Georgia
$2.06M +$116K +441 +5%
TCPWM
3325
Traverso Chambers Private Wealth Management
California
$2.05M +$47.8K +181 +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.