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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
KOC
3801
Koss-Olinger Consulting
Florida
$978K +$106K +402 +11%
GCIG
3802
Grand Central Investment Group
Florida
$977K -$59.1K -224 -5%
PGWM
3803
Pitti Group Wealth Management
New York
$977K -$4.49K -17 -0.4%
FFG
3804
Ford Financial Group
California
$977K +$156K +591 +16%
CAM
3805
Concorde Asset Management
Michigan
$977K +$534K +2,023 +91%
TF
3806
TLWM Financial
Texas
$976K +$1.98M +7,484 +176%
SFS
3807
Security Financial Services
Indiana
$974K -$5.02K -19 -0.5%
FA
3808
Fountainhead AM
New Jersey
$971K -$7.39K -28 -0.7%
OPWM
3809
Oakwell Private Wealth Management
Texas
$971K +$21.7K +82 +2%
CWA
3810
CJM Wealth Advisers
Virginia
$963K +$11.1K +42 +1%
WAM
3811
Worth Asset Management
Texas
$959K -$72.1K -273 -6%
AC
3812
Apogem Capital
New York
$958K -$116K -440 -10%
SPAS
3813
Spectrum Planning & Advisory Services
California
$957K
FWI
3814
Facet Wealth Inc
Maryland
$951K +$184K +697 +20%
EMG
3815
ETF Managers Group
New Jersey
$950K -$1.33M -5,026 -55%
SMC
3816
S. Muoio & Co
New York
$950K
POIA
3817
Pin Oak Investment Advisors
Texas
$948K -$70K -265 -6%
CIA
3818
Caerus Investment Advisors
Texas
$948K +$283K +1,073 +36%
SAM
3819
Soditic Asset Management
United Kingdom
$947K
RI
3820
Ridgewood Investments
New Jersey
$947K +$35.1K +133 +3%
MAM
3821
Marotta Asset Management
Virginia
$945K -$109K -413 -7%
NVIM
3822
New Vernon Investment Management
Illinois
$941K
CFAM
3823
Center For Asset Management
Florida
$941K +$16.6K +63 +2%
DM
3824
Diker Management
New York
$940K
VC
3825
Veery Capital
Delaware
$939K +$13.7K +52 +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.