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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
RWA
3426
Redhawk Wealth Advisors
Minnesota
$1.81M -$232K -880 -10%
TAM
3427
Tealwood Asset Management
Minnesota
$1.81M +$792 +3 +0%
LD
3428
Lipe & Dalton
New York
$1.81M +$52.8K +200 +3%
SKCP
3429
Storm King Capital Partners
New York
$1.8M
ACM
3430
AUA Capital Management
Pennsylvania
$1.8M -$261K -989 -11%
GG
3431
Golden Green
South Carolina
$1.8M +$296K +1,122 +17%
SFG
3432
Sunburst Financial Group
Alabama
$1.79M +$27.2K +103 +1%
FAG
3433
Financial Advisory Group
Texas
$1.79M -$40.7K -154 -2%
FIM
3434
Fernwood Investment Management
Massachusetts
$1.78M +$23K +87 +1%
ARG
3435
Advisory Resource Group
Oklahoma
$1.78M +$80.8K +306 +4%
P
3436
&Partners
Tennessee
$1.78M +$153K +579 +8%
TWM
3437
Trevian Wealth Management
Massachusetts
$1.78M +$195K +738 +11%
WCM
3438
Washburn Capital Management
Florida
$1.77M -$119K -450 -6%
SAM
3439
Stewart Asset Management
New York
$1.77M +$661K +2,503 +49%
OWA
3440
Outlook Wealth Advisors
Texas
$1.77M +$528 +2 +0%
OAM
3441
Oak Asset Management
California
$1.77M +$2M +7,582 New
KCM
3442
Kathmere Capital Management
Pennsylvania
$1.76M -$344K -1,301 -15%
AC
3443
AlphaCore Capital
California
$1.75M +$415K +1,573 +26%
AC
3444
Aristides Capital
Kentucky
$1.75M
WH
3445
Willner & Heller
California
$1.75M +$61.8K +234 +3%
COCM
3446
Charter Oak Capital Management
New Hampshire
$1.74M -$450K -1,703 -19%
MF
3447
Manchester Financial
California
$1.74M +$29.8K +113 +2%
CM
3448
CastleKnight Management
New York
$1.74M +$1.97M +7,475 New
SWM
3449
Sugarloaf Wealth Management
Georgia
$1.74M +$528 +2 +0%
OIM
3450
Oder Investment Management
California
$1.74M +$6.87K +26 +0.3%

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.