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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
EIA
3526
Eldridge Investment Advisors
New Hampshire
$1.54M -$12.7K -48 -0.7%
LFASL
3527
Lugano Financial Advisors SA (LFA)
Switzerland
$1.54M +$206K +780 +13%
FCM
3528
Fairbanks Capital Management
California
$1.54M +$1.12M +4,223 +177%
RBC
3529
Roble Belko & Company
Pennsylvania
$1.54M
DWA
3530
Delos Wealth Advisors
Texas
$1.54M +$61.3K +232 +4%
WW
3531
Westshore Wealth
California
$1.54M -$44.1K -167 -2%
PA
3532
Parkside Advisors
California
$1.54M -$19.5K -74 -1%
MA
3533
Momentum Advisors
New York
$1.53M +$48.1K +182 +3%
CHA
3534
Cooper/Haims Advisors
New York
$1.53M -$104K -393 -6%
NF
3535
Norwood Financial
Pennsylvania
$1.53M +$21.4K +81 +1%
SWP
3536
Summit Wealth Partners
Florida
$1.53M +$23.8K +90 +1%
MF
3537
Meridian Financial
Massachusetts
$1.53M +$13.5K +51 +0.8%
CWM
3538
Cedar Wealth Management
California
$1.53M
AL
3539
ADE LLC
Maryland
$1.52M -$13.5K -51 -0.8%
BCM
3540
Barden Capital Management
Texas
$1.52M +$49.6K +188 +3%
WFA
3541
WestHill Financial Advisors
California
$1.52M -$6.07K -23 -0.4%
FWA
3542
FOCUS Wealth Advisors
Texas
$1.52M -$4.22K -16 -0.2%
APA
3543
Astoria Portfolio Advisors
New York
$1.51M +$206K +779 +14%
OFA
3544
Oak Family Advisors
Illinois
$1.51M -$181K -686 -10%
CA
3545
Cortland Associates
Missouri
$1.51M -$3.43K -13 -0.2%
CDIA
3546
Capital Directions Investment Advisors
Georgia
$1.5M -$1.71M -6,490 Closed
ACP
3547
Arcus Capital Partners
Georgia
$1.5M +$395K +1,495 +30%
RCC
3548
Red Cedar Capital
Nebraska
$1.5M
CCG
3549
Coastwise Capital Group
California
$1.5M +$40.1K +152 +2%
GB
3550
Goepper Burkhardt
South Carolina
$1.5M +$26.7K +101 +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.