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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
CCA
3751
Cottonwood Capital Advisors
Utah
$1.06M +$151K +572 +14%
HIF
3752
Hill Island Financial
Michigan
$1.05M +$33.3K +126 +3%
AAMC
3753
Asset Allocation & Management Company
Illinois
$1.05M +$528 +2 +0%
PSF
3754
Pacific Sun Financial
California
$1.04M -$53.3K -202 -4%
BC
3755
Bridgefront Capital
Texas
$1.04M +$741K +2,805 +169%
LSA
3756
Lansing Street Advisors
Pennsylvania
$1.04M +$2.11K +8 +0.2%
SHWM
3757
Silicon Hills Wealth Management
Texas
$1.04M +$29.8K +113 +3%
SWM
3758
Selective Wealth Management
Virginia
$1.03M -$375K -1,422 -24%
KAM
3759
Karani Asset Management
New York
$1.03M -$75.3K -285 -6%
FWM
3760
FSA Wealth Management
Massachusetts
$1.03M +$1.17M +4,445 New
AFA
3761
Arlington Financial Advisors
California
$1.03M -$13.5K -51 -1%
HFP
3762
Holistic Financial Partners
Indiana
$1.03M +$39.6K +150 +3%
TFA
3763
Trinity Financial Advisors
Ohio
$1.03M +$1.17M +4,430 New
D
3764
Dentgroup
Louisiana
$1.03M +$420K +1,591 +53%
MCC
3765
Malaga Cove Capital
California
$1.03M -$27.2K -103 -2%
DWA
3766
Dougherty Wealth Advisers
Minnesota
$1.03M
CBOR
3767
Community Bank of Raymore
Missouri
$1.03M +$264K +1,000 +29%
CAIMH
3768
Central Asset Investments & Management Holdings
Hong Kong
$1.02M +$259K +979 +29%
CIA
3769
Capital Impact Advisors
Massachusetts
$1.02M -$386K -1,460 -25%
BA
3770
Bridge Advisory
California
$1.02M +$54.9K +208 +5%
AWM
3771
Abound Wealth Management
Tennessee
$1.02M +$153K +579 +15%
AWMG
3772
Alliance Wealth Management Group
New Jersey
$1.02M
MFT
3773
Moisand Fitzgerald Tamayo
Florida
$1.02M +$127K +481 +12%
IAG
3774
Investmark Advisory Group
Connecticut
$1.02M +$323K +1,222 +39%
CS
3775
Capital Square
Tennessee
$1.01M +$5.02K +19 +0.4%

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.