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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
LCM
3651
Lewis Capital Management
California
$1.25M -$367K -1,389 -21%
EFEM
3652
Eos Focused Equity Management
New York
$1.25M
EL
3653
EMFO LLC
Florida
$1.25M +$243K +921 +21%
TC
3654
TAP Consulting
Missouri
$1.24M +$15.3K +58 +1%
CI
3655
Cavalier Investments
Georgia
$1.24M -$316K -1,196 -18%
WJA
3656
Willis Johnson & Associates
Texas
$1.24M +$103K +390 +8%
LWM
3657
Lionsbridge Wealth Management
Florida
$1.23M +$30.1K +114 +2%
FC
3658
FCA Corp
Texas
$1.23M +$138K +522 +11%
MWP
3659
Meridian Wealth Partners
Pennsylvania
$1.23M +$170K +644 +14%
SKK
3660
Shepherd Kaplan Krochuk
Massachusetts
$1.22M -$163K -619 -11%
CWM
3661
CarsonAllaria Wealth Management
Illinois
$1.22M -$11.1K -42 -0.8%
DFS
3662
Dixon Fnancial Services
California
$1.22M +$9.24K +35 +0.7%
RP
3663
Riverwater Partners
Wisconsin
$1.22M +$237K +896 +21%
SDAM
3664
Shulman DeMeo Asset Management
New York
$1.22M -$3.17K -12 -0.2%
DPI
3665
Diversified Portfolios Inc
Michigan
$1.22M +$763K +2,890 +124%
FFA
3666
Fi3 Financial Advisors
Indiana
$1.22M -$28.5K -108 -2%
TWM
3667
Tolleson Wealth Management
Texas
$1.22M
IA
3668
IFG Advisors
Missouri
$1.22M +$47.5K +180 +4%
PFG
3669
PAX Financial Group
Texas
$1.21M +$62.3K +236 +5%
FAFN
3670
First Affirmative Financial Network
Colorado
$1.21M +$142K +539 +12%
BI
3671
Berkeley Inc
Idaho
$1.21M -$39.1K -148 -3%
NPPM
3672
North Point Portfolio Managers
Ohio
$1.21M -$42.2K -160 -3%
EWP
3673
Engrave Wealth Partners
Texas
$1.21M +$79K +299 +6%
CA
3674
Crumly & Associates
Illinois
$1.21M +$15.6K +59 +1%
EAM
3675
Empirical Asset Management
Massachusetts
$1.21M -$63.6K -241 -4%

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.