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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
SAMT
3626
Select Asset Management & Trust
Pennsylvania
$1.3M +$28K +106 +2%
DCM
3627
Difesa Capital Management
New York
$1.3M -$1M -3,795 -40%
AWP
3628
Abacus Wealth Partners
California
$1.3M -$285K -1,080 -16%
AWM
3629
Accel Wealth Management
Iowa
$1.29M -$122K -462 -8%
TWA
3630
Tillar-Wenstrup Advisors
Ohio
$1.29M -$7.39K -28 -0.5%
UCB
3631
United Community Bank
South Carolina
$1.29M +$109K +412 +8%
WLIM
3632
White Lighthouse Investment Management
Massachusetts
$1.29M +$6.34K +24 +0.4%
IFS
3633
Intelligent Financial Strategies
Minnesota
$1.28M +$528 +2 +0%
BAS
3634
Brown Advisory Securities
Maryland
$1.28M -$3.72M -14,104 -72%
RCM
3635
Raleigh Capital Management
North Carolina
$1.28M -$40.1K -152 -3%
BBPWM
3636
Blue Bell Private Wealth Management
Pennsylvania
$1.28M -$49.1K -186 -3%
4WM
3637
4J Wealth Management
Virginia
$1.28M -$43K -163 -3%
CPM
3638
Connective Portfolio Management
New York
$1.28M -$1.45M -5,479 -50%
MGAM
3639
McGowan Group Asset Management
Texas
$1.27M +$12.1K +46 +0.8%
SIM
3640
Sadoff Investment Management
Wisconsin
$1.27M -$6.07K -23 -0.4%
TIM
3641
Tevis Investment Management
Texas
$1.27M +$43.8K +166 +3%
RWMH
3642
Riverpoint Wealth Management Holdings
Illinois
$1.27M +$241K +911 +20%
DSA
3643
Droms Strauss Advisors
Missouri
$1.27M +$345K +1,307 +32%
NEWAS
3644
N.E.W. Advisory Services
Wisconsin
$1.26M -$382K -1,446 -21%
KWM
3645
Kaydan Wealth Management
Michigan
$1.26M -$67.9K -257 -5%
NWM
3646
Northwest Wealth Management
Iowa
$1.26M +$25.9K +98 +2%
GCIA
3647
Gabelli & Co Investment Advisers
New York
$1.26M
FCFC
3648
First Citizens Financial Corp
Iowa
$1.26M -$100K -380 -7%
APW
3649
Aurora Private Wealth
New Jersey
$1.25M +$25.3K +96 +2%
WLPWM
3650
Walled Lake Planning & Wealth Management
Illinois
$1.25M -$526K -1,992 -27%

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.