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Microsoft

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
CGFA
3826
Colton Groome Financial Advisors
North Carolina
$938K +$420K +1,589 +65%
NFP
3827
NorthLanding Financial Partners
New York
$936K +$1.06M +4,020 New
PMG
3828
Private Management Group
California
$935K +$60.2K +228 +6%
FA
3829
Fiducient Advisors
Illinois
$934K -$1.82M -6,876 -63%
WSWA
3830
Warren Street Wealth Advisors
California
$934K +$105K +398 +11%
AIA
3831
Acute Investment Advisory
Arizona
$932K
FWSM
3832
First Wilshire Securities Management
California
$932K
PP
3833
PrairieView Partners
Minnesota
$932K +$66K +250 +7%
HS
3834
HighVista Strategies
Massachusetts
$929K
RCI
3835
RS Crum Inc
California
$927K +$1.58K +6 +0.2%
IA
3836
Integrity Advisory
Kansas
$927K +$153K +580 +17%
IWP
3837
Innova Wealth Partners
Pennsylvania
$926K +$2.64K +10 +0.3%
ACH
3838
ArrowMark Colorado Holdings
Colorado
$925K
GU
3839
Georgetown University
District of Columbia
$925K +$2.38K +9 +0.2%
PFA
3840
Pettinga Financial Advisors
Indiana
$917K -$21.4K -81 -2%
RA
3841
Rise Advisors
New York
$917K +$73.1K +277 +8%
SHWM
3842
Smith & Howard Wealth Management
Georgia
$916K +$80.5K +305 +8%
GWM
3843
Greenhouse Wealth Management
Connecticut
$915K -$19.8K -75 -2%
WCM
3844
Windham Capital Management
Massachusetts
$914K +$369K +1,397 +55%
SFM
3845
Systematic Financial Management
New Jersey
$913K
VNB
3846
Virginia National Bank
Virginia
$912K -$607K -2,300 -37%
MTC
3847
Matrix Trust Company
Colorado
$911K +$302K +1,142 +41%
SPWG
3848
Sage Private Wealth Group
Illinois
$910K +$15.6K +59 +2%
RFG
3849
Range Financial Group
Oregon
$908K +$9.24K +35 +0.9%
BAG
3850
Briggs Advisory Group
Rhode Island
$907K +$528 +2 +0.1%

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.