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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
GIM
3551
Guild Investment Management
California
$1.49M +$26.4K +100 +2%
WWG
3552
West Wealth Group
California
$1.49M +$264K +998 +18%
Cohen & Steers
3553
Cohen & Steers
New York
$1.49M
NL
3554
Navalign LLC
California
$1.49M +$1.85K +7 +0.1%
RW
3555
RVW Wealth
California
$1.49M +$44.4K +168 +3%
AFG
3556
Alterity Financial Group
Maine
$1.48M -$56.5K -214 -3%
TCB
3557
Texas Capital Bancshares
Texas
$1.48M -$1.58K -6 -0.1%
BWM
3558
Birchcreek Wealth Management
Ohio
$1.48M
PWM
3559
PRW Wealth Management
Massachusetts
$1.48M -$5.81K -22 -0.3%
AWA
3560
ARQ Wealth Advisors
Arizona
$1.47M -$55.7K -211 -3%
HFAS
3561
Hummer Financial Advisory Services
Illinois
$1.47M -$39.6K -150 -2%
DCM
3562
Deuterium Capital Management
Florida
$1.47M
PIM
3563
Profit Investment Management
Maryland
$1.46M -$68.1K -258 -4%
CNBT
3564
Cornerstone National Bank & Trust
Illinois
$1.46M -$9.77K -37 -0.6%
AF
3565
AtlasMark Financial
Texas
$1.46M
WFC
3566
Western Financial Corp
California
$1.46M +$198K +748 +14%
AWM
3567
AllSquare Wealth Management
New York
$1.45M -$13.2K -50 -0.8%
ONSWM
3568
Old North State Wealth Management
North Carolina
$1.45M +$72.3K +274 +5%
PCMN
3569
Paradigm Capital Management (Nevada)
Nevada
$1.45M -$33K -125 -2%
WOSD
3570
WFA of San Diego
California
$1.45M +$312K +1,182 +23%
WP
3571
WealthSpring Partners
California
$1.45M +$1.64M +6,224 New
CAM
3572
Campion Asset Management
Virginia
$1.45M
PWA
3573
Primoris Wealth Advisors
Florida
$1.45M -$948K -3,590 -37%
AAM
3574
Autus Asset Management
Arizona
$1.45M -$4.75K -18 -0.3%
DA
3575
Detalus Advisors
Missouri
$1.44M +$16.4K +62 +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.