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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
IIM
3601
Ironwood Investment Management
Massachusetts
$1.38M -$11.9K -45 -0.8%
HFS
3602
Heritage Financial Services
Massachusetts
$1.37M -$115K -437 -7%
T
3603
TRUADVICE
Florida
$1.36M +$92.2K +349 +6%
NA
3604
Navellier & Associates
Nevada
$1.36M -$79.2K -300 -5%
BCMLT
3605
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36M +$16.9K +64 +1%
BHWM
3606
Beaird Harris Wealth Management
Texas
$1.36M +$154K +585 +11%
FW
3607
FirstPurpose Wealth
Utah
$1.36M +$206K +780 +15%
JGCM
3608
Joseph Group Capital Management
Ohio
$1.35M +$147K +555 +11%
DIA
3609
Dean Investment Associates
Ohio
$1.35M -$528 -2 -0%
IAP
3610
Indie Asset Partners
Indiana
$1.34M -$7.92K -30 -0.5%
MWA
3611
Motive Wealth Advisors
Michigan
$1.34M +$743K +2,814 +96%
AF
3612
Aldebaran Financial
$1.34M -$16.4K -62 -1%
RF
3613
RHS Financial
California
$1.33M -$37.5K -142 -2%
MAC
3614
Mason & Associates (California)
California
$1.33M +$54.9K +208 +4%
TWA
3615
TPB Wealth Advisors
Texas
$1.33M -$32.5K -123 -2%
CMBA
3616
C.M. Bidwell & Associates
Hawaii
$1.32M -$77.6K -294 -5%
TFF
3617
The Family Firm
Maryland
$1.32M -$49.1K -186 -3%
GAA
3618
Global Assets Advisory
Florida
$1.31M +$129K +490 +9%
LWP
3619
Legacy Wealth Planning
Nevada
$1.31M -$14K -53 -0.9%
CAN
3620
Claraphi Advisory Network
United States
$1.31M -$1.93M -7,292 -56%
AP
3621
Atwood & Palmer
Missouri
$1.31M
OWM
3622
Orgel Wealth Management
Wisconsin
$1.31M +$26.9K +102 +2%
UWPG
3623
Ullmann Wealth Partners Group
Florida
$1.31M +$88.2K +334 +6%
CF
3624
Copperwynd Financial
Arizona
$1.3M -$10.6K -40 -0.7%
TPWM
3625
Twelve Points Wealth Management
Massachusetts
$1.3M +$18.7K +71 +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.