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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
WBCM
3351
Wilson & Boucher Capital Management
California
$1.99M -$45.9K -174 -2%
GSIS
3352
Global Strategic Investment Solutions
Arizona
$1.99M +$805K +3,049 +56%
SGCA
3353
Steel Grove Capital Advisors
Tennessee
$1.99M +$84.2K +319 +4%
SFP
3354
Sweet Financial Partners
Minnesota
$1.99M +$88.7K +336 +4%
LB
3355
Legacy Bridge
Iowa
$1.98M
DI
3356
Dalton Investments
Nevada
$1.98M +$2.24M +8,500 New
APW
3357
Acima Private Wealth
Virginia
$1.98M
GPA
3358
Guerra Pan Advisors
New Jersey
$1.98M
EIP
3359
Ellis Investment Partners
Pennsylvania
$1.98M +$18.2K +69 +0.8%
MHR
3360
Matthew Hamilton Rosenberg
$1.98M +$34.6K +131 +2%
GIM
3361
Groesbeck Investment Management
New Jersey
$1.98M
TLCM
3362
Twin Lakes Capital Management
California
$1.97M +$3.43K +13 +0.2%
RHAM
3363
Round Hill Asset Management
California
$1.97M
OWA
3364
Opal Wealth Advisors
New York
$1.97M +$25.6K +97 +1%
G
3365
GenTrust
Florida
$1.96M +$159K +603 +8%
BI
3366
Blooom Inc
Kansas
$1.96M +$182K +689 +10%
TBWA
3367
Three Bridge Wealth Advisors
California
$1.95M -$37.8K -143 -2%
SWRP
3368
Summit Wealth & Retirement Planning
California
$1.95M -$528 -2 -0%
BWM
3369
BlackDiamond Wealth Management
New York
$1.94M +$172K +650 +9%
SFA
3370
Source Financial Advisors
New York
$1.94M +$241K +913 +12%
PFA
3371
Pathway Financial Advisors
Vermont
$1.94M +$59.4K +225 +3%
LIA
3372
LSP Investment Advisors
New York
$1.93M
SCA
3373
Southern Capital Advisors
Tennessee
$1.93M -$30.9K -117 -1%
CWS
3374
Cypress Wealth Services
California
$1.93M -$143K -541 -6%
MLM
3375
Mount Lucas Management
Pennsylvania
$1.93M -$51.2K -194 -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.