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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
HR
3701
Hardy Reed
Mississippi
$1.16M
AFS
3702
Axiom Financial Strategies
Indiana
$1.16M +$52.5K +199 +4%
EWA
3703
Evolution Wealth Advisors
Florida
$1.15M -$880K -3,333 -40%
HSG
3704
Helen Stephens Group
Texas
$1.15M +$82.9K +314 +7%
FTA
3705
Financial & Tax Architects
Missouri
$1.15M -$160K -605 -11%
LFS
3706
Legacy Financial Strategies
Kansas
$1.15M +$126K +477 +11%
PCMF
3707
Private Capital Management (Florida)
Florida
$1.14M +$335K +1,268 +35%
RF
3708
Resolute Financial
Massachusetts
$1.14M -$35.4K -134 -3%
DCM
3709
Davidson Capital Management
Texas
$1.14M +$649K +2,458 +101%
CHJWM
3710
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.14M -$15.6K -59 -1%
WFA
3711
WMG Financial Advisors
Tennessee
$1.14M +$169K +640 +15%
WA
3712
Wealthstream Advisors
New York
$1.13M +$95.8K +363 +8%
JJBC
3713
James J. Burns & Company
New York
$1.13M +$1.28M +4,856 New
RA
3714
Riversedge Advisors
Delaware
$1.13M +$141K +535 +12%
APWM
3715
Atlas Private Wealth Management
New York
$1.12M -$264 -1 -0%
PWS
3716
Precision Wealth Strategies
Missouri
$1.12M -$419K -1,587 -26%
MM
3717
MQS Management
New York
$1.12M +$165K +623 +15%
ADIM
3718
Alpha DNA Investment Management
Maryland
$1.12M +$707K +2,677 +126%
CF
3719
Corrigan Financial
Rhode Island
$1.12M +$292K +1,105 +30%
NCMW
3720
Northern Capital Management (Washington)
Washington
$1.12M -$28.3K -107 -2%
FPWM
3721
FSB Premier Wealth Management
Iowa
$1.11M +$65.2K +247 +5%
CPP
3722
Capasso Planning Partners
South Carolina
$1.11M +$46.2K +175 +4%
RFN
3723
Redwood Financial Network
Ohio
$1.11M +$56.5K +214 +5%
QT
3724
Quantamental Technologies
New York
$1.11M +$571K +2,161 +83%
WAOI
3725
Wealth Advisors of Iowa
Iowa
$1.1M -$2.01M -7,603 -62%

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.