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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
DSCM
3726
Del-Sette Capital Management
New York
$1.1M -$57.3K -217 -4%
GA
3727
Greenspring Advisors
Maryland
$1.1M -$7.92K -30 -0.6%
BAM
3728
Bayshore Asset Management
Florida
$1.1M
WWM
3729
WJ Wealth Management
Arizona
$1.1M -$60.7K -230 -5%
WIA
3730
World Investment Advisors
California
$1.1M -$2.9K -11 -0.2%
EPA
3731
Element Pointe Advisors
Florida
$1.09M -$710K -2,690 -36%
VAFP
3732
Vahanian & Associates Financial Planning
New York
$1.09M +$126K +477 +11%
CAP
3733
Columbia Advisory Partners
Washington
$1.09M -$104K -392 -8%
OLVIG
3734
Oliver Lagore Vanvalin Investment Group
Michigan
$1.09M +$120K +456 +11%
BAMG
3735
Brand Asset Management Group
Missouri
$1.09M -$33.3K -126 -3%
ACM
3736
Armbruster Capital Management
New York
$1.09M -$66K -250 -5%
FCMA
3737
Foresight Capital Management Advisors
Michigan
$1.09M +$35.4K +134 +3%
BBW
3738
Blue Barn Wealth
Utah
$1.09M +$64.7K +245 +6%
3F
3739
360 Financial
Minnesota
$1.08M +$566K +2,142 +85%
CWM
3740
Cherrydale Wealth Management
New Jersey
$1.08M +$30.6K +116 +3%
CWA
3741
Clarus Wealth Advisors
Arizona
$1.07M +$19.3K +73 +2%
PWS
3742
Peterson Wealth Services
Utah
$1.07M +$239K +905 +24%
DCM
3743
Driehaus Capital Management
Illinois
$1.07M -$79.2K -300 -6%
FWM
3744
Fingerlakes Wealth Management
New York
$1.07M -$32.5K -123 -3%
CCM
3745
CAAS Capital Management
New York
$1.07M +$274K +1,039 +29%
SJIA
3746
St. James Investment Advisors
New York
$1.06M -$70.8K -268 -6%
PWA
3747
Peterson Wealth Advisors
Utah
$1.06M -$14.3K -54 -1%
SC
3748
Stephens Consulting
Michigan
$1.06M +$4.75K +18 +0.4%
AWA
3749
Artemis Wealth Advisors
New York
$1.06M +$1.14M +4,335 +1,962%
RDFA
3750
Ritter Daniher Financial Advisory
Ohio
$1.06M +$13.5K +51 +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.