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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
PS
3876
Planned Solutions
California
$863K
SPA
3877
Sentinel Pension Advisors
Massachusetts
$863K +$94K +356 +11%
BI
3878
Bramshill Investments
Florida
$861K -$142K -536 -13%
PWM
3879
Paulson Wealth Management
Illinois
$861K +$84K +318 +9%
XSC
3880
X-Square Capital
Puerto Rico
$859K -$68.7K -260 -7%
SOAG
3881
Silver Oak Advisory Group
Oregon
$859K -$17.4K -66 -2%
WCWM
3882
Willow Creek Wealth Management
California
$858K +$163K +618 +20%
PCFFS
3883
Pacific Center for Financial Services
California
$851K +$25.1K +95 +3%
WIM
3884
Westside Investment Management
California
$850K +$1.11M +4,208 +18%
CFP
3885
Curran Financial Partners
South Carolina
$844K +$13.2K +50 +1%
HGWM
3886
Horst & Graben Wealth Management
Oregon
$843K +$14.5K +55 +2%
GFP
3887
Guardian Financial Partners
California
$841K +$15.3K +58 +2%
RWM
3888
Reston Wealth Management
Virginia
$839K -$327K -1,238 -26%
HIG
3889
Heritage Investment Group
Florida
$839K +$21.1K +80 +2%
A
3890
AustralianSuper
Australia
$838K +$43.4M +164,430 +5%
GSAM
3891
Grant Street Asset Management
Pennsylvania
$835K +$13.2K +50 +1%
FAN
3892
Financial Advisors Network
California
$835K +$27.2K +103 +3%
GC
3893
Giverny Capital
Quebec, Canada
$833K
OPPS
3894
Obsidian Personal Planning Solutions
Maryland
$833K
HCA
3895
Heck Capital Advisors
Wisconsin
$831K +$15.8K +60 +2%
CWA
3896
Capital Wealth Alliance
Arizona
$830K -$16.6K -63 -2%
SFC
3897
SYM Financial Corp
Indiana
$829K +$48.8K +185 +5%
FGG
3898
Financial Guidance Group
Florida
$823K -$7.92K -30 -0.8%
HWM
3899
Howard Wealth Management
Connecticut
$820K +$532K +2,013 +133%
AFS
3900
Annapolis Financial Services
Maryland
$819K +$85K +322 +10%

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.