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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
RCG
3901
Resource Consulting Group
Florida
$818K +$265K +1,002 +40%
CCM
3902
Colorado Capital Management
Colorado
$815K
SCH
3903
Springs Capital (HK)
Hong Kong
$815K +$924K +3,500 New
SL
3904
Sentinus LLC
Illinois
$814K +$900K +3,407 New
CIAS
3905
CBIZ Investment Advisory Services
Ohio
$813K
RWML
3906
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$813K -$16.9K -64 -2%
TAIM
3907
TD Ameritrade Investment Management
Nebraska
$812K -$166K -628 -15%
LFG
3908
Lockerman Financial Group
California
$812K +$68.9K +261 +8%
EARNEST Partners
3909
EARNEST Partners
Georgia
$811K
ODIJL
3910
One Day In July LLC
Vermont
$811K +$260K +983 +39%
JWWM
3911
Johnson & White Wealth Management
Pennsylvania
$810K +$918K +3,476 New
WFA
3912
Wade Financial Advisory
California
$809K +$191K +725 +26%
AA
3913
ACT Advisors
North Carolina
$808K -$4.49K -17 -0.5%
PWM
3914
Peterson Wealth Management
Nevada
$807K +$158K +599 +21%
RWA
3915
Rainsberger Wealth Advisors
Colorado
$805K +$54.7K +207 +6%
TW
3916
Towerpoint Wealth
California
$803K +$13.7K +52 +2%
OFG
3917
Omega Financial Group
California
$802K +$39.6K +150 +5%
NS
3918
Newman & Schimel
Illinois
$800K +$72.6K +275 +9%
CFA
3919
Camarda Financial Advisors
Florida
$800K +$151K +570 +20%
SIA
3920
Sage Investment Advisers
New York
$798K +$111K +422 +14%
CCM
3921
Chiron Capital Management
Florida
$797K +$8.45K +32 +0.9%
WWP
3922
WR Wealth Planners
Missouri
$791K +$42.8K +162 +5%
GC
3923
Gould Capital
Washington
$791K -$44.9K -170 -5%
AWA
3924
Alaska Wealth Advisors
Alaska
$790K +$157K +594 +21%
WCP
3925
Welch Capital Partners
New York
$787K

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.