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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
SWM
3376
Salvus Wealth Management
New Jersey
$1.92M +$45.4K +172 +2%
RW
3377
Rede Wealth
Virginia
$1.92M +$48.8K +185 +2%
DFG
3378
Demars Financial Group
Washington
$1.92M +$132K +501 +6%
SIS
3379
Sound Income Strategies
Florida
$1.9M +$212K +801 +11%
PWM
3380
Penobscot Wealth Management
Maine
$1.9M +$129K +488 +6%
HI
3381
Human Investing
Oregon
$1.9M +$266K +1,006 +14%
NFG
3382
Northeast Financial Group
Pennsylvania
$1.9M -$15.6K -59 -0.7%
IWN
3383
Independent Wealth Network
Iowa
$1.9M -$39.6K -150 -2%
SCFS
3384
S.C. Financial Services
Arizona
$1.89M -$8.71K -33 -0.4%
LC
3385
Landaas & Company
Wisconsin
$1.89M +$264 +1 +0%
AIA
3386
Arbor Investment Advisors
North Carolina
$1.88M -$991K -3,754 -32%
FWM
3387
FFT Wealth Management
Pennsylvania
$1.88M +$1.43M +5,412 +205%
PA
3388
PSI Advisors
Florida
$1.87M -$196K -741 -8%
TI
3389
Truepoint Inc
Ohio
$1.87M -$173K -656 -8%
NCG
3390
Newport Capital Group
New Jersey
$1.87M +$1M +3,800 +99%
CFO
3391
Collective Family Office
Pennsylvania
$1.87M -$556K -2,105 -21%
CSWM
3392
Cassady Schiller Wealth Management
Ohio
$1.86M +$84.5K +320 +4%
ZIMP
3393
Zimmermann Investment Management & Planning
Pennsylvania
$1.86M +$62.3K +236 +3%
GPCM
3394
Granite Point Capital Management
Massachusetts
$1.86M
BSG
3395
Black Swift Group
Colorado
$1.86M +$2.11M +8,000 New
MCM
3396
Magnolia Capital Management
New York
$1.86M -$64.7K -245 -3%
FH
3397
FWG Holdings
Florida
$1.86M -$177K -672 -8%
CCA
3398
Clearwater Capital Advisors
Illinois
$1.86M +$151K +572 +8%
OWM
3399
Opes Wealth Management
California
$1.85M +$20.3K +77 +1%
OCA
3400
Otter Creek Advisors
Florida
$1.85M +$2.1M +7,960 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.