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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
SAM
3851
Silphium Asset Management
United Kingdom
$904K
CCA
3852
Conestoga Capital Advisors
Pennsylvania
$901K
AFA
3853
American Financial Advisors
Georgia
$899K -$8.98K -34 -0.9%
CL
3854
COWA LLC
Oklahoma
$899K +$241K +914 +31%
WCM
3855
Windsor Capital Management
Arizona
$898K -$9.24K -35 -0.9%
AWM
3856
Act Wealth Management
Texas
$897K -$31.2K -118 -3%
DP
3857
Denver PWM
Colorado
$896K -$1.85K -7 -0.2%
TA
3858
Townsend & Associates
Colorado
$894K +$646K +2,446 +167%
TWM
3859
Trinity Wealth Management
Pennsylvania
$893K +$33.5K +127 +3%
ACA
3860
Ackerman Capital Advisors
Texas
$892K +$792 +3 +0.1%
SRG
3861
SBB Research Group
Illinois
$889K +$2.11K +8 +0.2%
MAG
3862
Mayfair Advisory Group
Alabama
$888K +$23.5K +89 +2%
CPW
3863
Catalyst Private Wealth
California
$882K +$77.6K +294 +8%
WAM
3864
Winslow Asset Management
Ohio
$878K -$39.6K -150 -4%
BWA
3865
Beam Wealth Advisors
Louisiana
$876K +$55.7K +211 +6%
AWC
3866
Adamsbrown Wealth Consultants
Kansas
$874K -$80K -303 -7%
RC
3867
Rovin Capital
Arizona
$873K +$10.6K +40 +1%
GCP
3868
GSA Capital Partners
United Kingdom
$873K +$989K +3,747 New
SWP
3869
ShoreHaven Wealth Partners
New Jersey
$870K +$12.1K +46 +1%
RWRC
3870
R.W. Roge & Company
New York
$869K
CSIA
3871
Conrad Siegel Investment Advisors
Pennsylvania
$868K -$243K -922 -20%
PWC
3872
PYA Waltman Capital
Tennessee
$868K
AWM
3873
Avaii Wealth Management
Wisconsin
$867K +$88.7K +336 +10%
BIG
3874
Boothe Investment Group
Delaware
$867K +$139K +527 +16%
MPCG
3875
Matrix Private Capital Group
New York
$863K -$322K -1,218 -25%

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.