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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
OBWG
3501
Onyx Bridge Wealth Group
New York
$1.61M -$19.3K -73 -1%
MF
3502
Montis Financial
Massachusetts
$1.61M +$36.4K +138 +2%
NRW
3503
Nova R Wealth
Kansas
$1.6M +$264 +1 +0%
KBFS
3504
Kohmann Bosshard Financial Services
Ohio
$1.6M +$123K +465 +7%
GBWM
3505
Granite Bay Wealth Management
New Hampshire
$1.59M -$26.4K -100 -1%
CPA
3506
Cowen Prime Advisors
New York
$1.59M
SCP
3507
Syntal Capital Partners
Texas
$1.59M +$5.54K +21 +0.3%
CCM
3508
Crew Capital Management
Ohio
$1.59M +$37K +140 +2%
ICP
3509
Interchange Capital Partners
Pennsylvania
$1.59M +$346K +1,312 +24%
RRCM
3510
Rappaport Reiches Capital Management
Illinois
$1.59M -$215K -815 -11%
WCBA
3511
Weaver C. Barksdale & Associates
Tennessee
$1.59M -$64.2K -243 -3%
EWA
3512
ERTS Wealth Advisors
Michigan
$1.59M +$187K +710 +12%
C
3513
CEDRUS
Colorado
$1.59M +$32.5K +123 +2%
PCWA
3514
Pacific Capital Wealth Advisors
California
$1.58M +$239K +907 +15%
KPWG
3515
KFA Private Wealth Group
Virginia
$1.58M +$3.7K +14 +0.2%
TVAMP
3516
Tennessee Valley Asset Management Partners
Tennessee
$1.57M +$2.38K +9 +0.1%
SHJ
3517
Sharkey, Howes & Javer
Colorado
$1.56M -$343K -1,298 -16%
F
3518
F3Logic
Minnesota
$1.56M -$9.24K -35 -0.5%
SIP
3519
Scott Investment Partners
United Kingdom
$1.56M -$5.94M -22,500 -77%
CP
3520
Coho Partners
Pennsylvania
$1.56M
BWM
3521
BCS Wealth Management
Tennessee
$1.56M -$354K -1,342 -17%
CA
3522
Claris Advisors
Missouri
$1.55M -$33K -125 -2%
RIS
3523
Retirement Income Solutions
Michigan
$1.55M
TA
3524
TrueWealth Advisors
Alabama
$1.55M -$1.06K -4 -0.1%
SWIM
3525
Smallwood Wealth Investment Management
New Jersey
$1.55M +$164K +622 +10%

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.