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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
ACM
3451
Absolute Capital Management
Pennsylvania
$1.74M +$294K +1,112 +18%
AWM
3452
Alterna Wealth Management
Texas
$1.74M +$1.27M +4,807 +181%
BFAG
3453
Blackston Financial Advisory Group
Florida
$1.73M +$118K +447 +6%
PWM
3454
Pinnacle Wealth Management
California
$1.73M +$30.1K +114 +2%
GCP
3455
Gill Capital Partners
Colorado
$1.73M +$83.2K +315 +4%
TFCP
3456
Twin Focus Capital Partners
Massachusetts
$1.72M -$245K -926 -11%
WIP
3457
WealthCare Investment Partners
Rhode Island
$1.72M +$4.75K +18 +0.2%
XWM
3458
Xcel Wealth Management
Florida
$1.72M +$158K +600 +9%
CWA
3459
Clarity Wealth Advisors
California
$1.71M -$137K -517 -7%
GCA
3460
Genesee Capital Advisors
New York
$1.71M -$265K -1,005 -12%
BFS
3461
Bickling Financial Services
Massachusetts
$1.7M -$20.6K -78 -1%
PWA
3462
PCG Wealth Advisors
Kansas
$1.7M +$906K +3,431 +89%
WGCA
3463
Wolf Group Capital Advisors
Virginia
$1.7M -$3.7K -14 -0.2%
APC
3464
Aspire Private Capital
North Carolina
$1.7M +$34.9K +132 +2%
SFWC
3465
Strategic Family Wealth Counselors
New Jersey
$1.69M -$23.5K -89 -1%
HFA
3466
High Falls Advisors
New York
$1.69M +$528 +2 +0%
EWM
3467
Elmwood Wealth Management
California
$1.69M +$37K +140 +2%
DCM
3468
Dimension Capital Management
Florida
$1.69M +$3.43K +13 +0.2%
RIM
3469
Rockbridge Investment Management
New York
$1.69M +$60.5K +229 +3%
FCM
3470
Firestone Capital Management
Florida
$1.68M +$81.6K +309 +4%
MLFP
3471
MPS Loria Financial Planners
Illinois
$1.68M +$123K +466 +7%
BMCM
3472
Burns Matteson Capital Management
New York
$1.68M +$40.7K +154 +2%
SIAG
3473
Safeguard Investment Advisory Group
California
$1.68M +$242K +915 +15%
AWM
3474
Aprio Wealth Management
Georgia
$1.67M +$903K +3,421 +91%
BAM
3475
Baldrige Asset Management
Pennsylvania
$1.67M -$4.49K -17 -0.2%

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.