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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
DAM
3576
Draper Asset Management
New York
$1.44M -$1.58K -6 -0.1%
CFG
3577
CMC Financial Group
Georgia
$1.44M -$124K -471 -7%
FCM
3578
Fourpath Capital Management
Oklahoma
$1.44M -$16.1K -61 -1%
IFPG
3579
Intrepid Financial Planning Group
Indiana
$1.43M +$853K +3,229 +111%
HCP
3580
Hexagon Capital Partners
Arkansas
$1.43M -$1.15M -4,342 -41%
TF
3581
TimeScale Financial
Massachusetts
$1.43M +$42.8K +162 +3%
FNBSF
3582
First National Bank Sioux Falls
South Dakota
$1.42M
SA
3583
SRH Advisors
Kansas
$1.41M +$792 +3 +0%
CWAF
3584
Core Wealth Advisors (Florida)
Florida
$1.41M +$97.4K +369 +6%
UFA
3585
US Financial Advisors
Massachusetts
$1.41M +$45.7K +173 +3%
HS
3586
Horan Securities
United States
$1.41M +$5.54K +21 +0.3%
RA
3587
Rodgers & Associates
Pennsylvania
$1.4M +$15.1K +57 +1%
RCM
3588
Requisite Capital Management
Texas
$1.4M -$255K -966 -14%
LI
3589
Latash Investments
Alaska
$1.4M
PGCM
3590
Prescott Group Capital Management
Oklahoma
$1.4M
VFM
3591
Viking Fund Management
North Dakota
$1.4M
CCA
3592
Column Capital Advisors
Indiana
$1.39M +$42.5K +161 +3%
LP
3593
Lloyd Park
Illinois
$1.39M +$1.32K +5 +0.1%
RPA
3594
Rock Point Advisors
Vermont
$1.39M +$29.8K +113 +2%
CCM
3595
Check Capital Management
California
$1.39M -$19.8K -75 -1%
PFA
3596
Professional Financial Advisors
Nebraska
$1.39M +$14K +53 +0.9%
EA
3597
Echo45 Advisors
California
$1.38M -$222K -840 -12%
CFS
3598
Capital Financial Services
New York
$1.38M
KWA
3599
Kellett Wealth Advisors
Ohio
$1.38M -$11.6K -44 -0.7%
HIM
3600
Hillsdale Investment Management
Ontario, Canada
$1.38M -$35.6K -135 -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.