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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
KCM
3676
KRS Capital Management
Michigan
$1.21M +$37.8K +143 +3%
VIM
3677
VELA Investment Management
Ohio
$1.2M
CP
3678
Castleview Partners
Texas
$1.2M -$1.74M -6,601 -56%
KCIA
3679
Kingsbury Capital Investment Advisors
Illinois
$1.2M +$80.3K +304 +6%
VIM
3680
Vista Investment Management
Pennsylvania
$1.2M -$20.9K -79 -2%
SC
3681
Seldon Capital
California
$1.19M
BFA
3682
BMS Financial Advisors
South Dakota
$1.19M -$26.4K -100 -2%
OA
3683
Operose Advisors
Wisconsin
$1.19M -$79.2K -300 -6%
OWM
3684
OneAscent Wealth Management
Alabama
$1.19M -$407K -1,543 -23%
TCM
3685
Teza Capital Management
Illinois
$1.19M +$608K +2,303 +83%
VFP
3686
Verus Financial Partners
Virginia
$1.18M -$46.7K -177 -3%
JI
3687
Jeereddi Investments
California
$1.18M -$119K -449 -8%
CIA
3688
Compass Ion Advisors
Pennsylvania
$1.18M -$264 -1 -0%
CCM
3689
Courage Capital Management
Tennessee
$1.18M -$607K -2,300 -31%
OCPWS
3690
One Charles Private Wealth Services
Massachusetts
$1.18M +$528 +2 +0%
EE
3691
EWG Elevate
California
$1.17M -$12.9K -49 -1%
BWM
3692
BigSur Wealth Management
Florida
$1.17M -$37.2K -141 -3%
CAG
3693
Curtis Advisory Group
California
$1.17M +$38.8K +147 +3%
FSG
3694
Financial Strategies Group
Michigan
$1.17M +$305K +1,154 +30%
MCM
3695
Mainstay Capital Management
Michigan
$1.17M -$833K -3,156 -39%
BFG
3696
Barber Financial Group
Kansas
$1.17M +$175K +663 +15%
MUAMU
3697
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.17M -$2.11M -8,000 -62%
AWA
3698
Aletheian Wealth Advisors
Washington
$1.17M -$233K -882 -15%
LFM
3699
Lumina Fund Management
New York
$1.17M
OIM
3700
Opus Investment Management
Massachusetts
$1.17M

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.