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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
HGERS
3401
Householder Group Estate & Retirement Specialist
Arizona
$1.85M +$90.8K +344 +5%
TSWM
3402
Tyler-Stone Wealth Management
Ohio
$1.85M +$124K +470 +6%
AFS
3403
Aft Forsyth & Sober
Florida
$1.85M
RA
3404
Rational Advisors
New York
$1.84M -$554K -2,099 -21%
CC
3405
Cypress Capital
Tennessee
$1.84M -$27.9M -105,850 -93%
MGWM
3406
Marks Group Wealth Management
Minnesota
$1.84M -$7.13K -27 -0.3%
KFP
3407
KB Financial Partners
New Jersey
$1.84M +$153K +579 +8%
BPFA
3408
Barnes Pettey Financial Advisors
Mississippi
$1.84M -$16.1K -61 -0.8%
WWMSC
3409
Wagner Wealth Management (South Carolina)
South Carolina
$1.84M +$84.8K +321 +4%
MWM
3410
MinichMacGregor Wealth Management
New York
$1.83M +$112K +424 +6%
WC
3411
Westhampton Capital
North Carolina
$1.83M -$13.7K -52 -0.7%
FA
3412
Fermata Advisors
California
$1.83M -$180K -682 -8%
ACMA
3413
Arbor Capital Management (Alaska)
Alaska
$1.83M +$65K +246 +3%
PFWA
3414
Paces Ferry Wealth Advisors
Georgia
$1.82M -$11.4K -43 -0.5%
I
3415
IMPACTfolio
Colorado
$1.82M +$218K +827 +12%
DAM
3416
Doheny Asset Management
California
$1.82M +$2.07M +7,822 New
FWP
3417
Firethorn Wealth Partners
Georgia
$1.82M -$133K -505 -6%
AW
3418
Apricus Wealth
South Carolina
$1.82M +$3.43K +13 +0.2%
CWM
3419
Campbell Wealth Management
Virginia
$1.82M +$446K +1,688 +28%
WAM
3420
WealthTrust Asset Management
Florida
$1.82M -$1.06K -4 -0.1%
KFA
3421
Krane Funds Advisors
New York
$1.82M +$1.26M +4,764 +157%
OPPTF
3422
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.81M +$18.5K +70 +0.9%
WA
3423
WP Advisors
California
$1.81M +$223K +845 +12%
CWA
3424
Clearview Wealth Advisors
Oregon
$1.81M
CAGAS
3425
Capital Advisory Group Advisory Services
Minnesota
$1.81M +$19.8K +75 +1%

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.