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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
YWS
3926
Yarger Wealth Strategies
Ohio
$784K +$2.11K +8 +0.2%
PS
3927
Portfolio Strategies
New York
$783K -$10.6K -40 -1%
M1FG
3928
Mach-1 Financial Group
Arkansas
$782K -$2.9K -11 -0.3%
EC
3929
EdgeRock Capital
Colorado
$781K +$83.4K +316 +10%
ETIA
3930
Epic Trust Investment Advisors
Washington
$781K +$354K +1,341 +67%
E
3931
Ergoteles
New York
$780K -$7.7M -29,150 -90%
LGA
3932
Lebenthal Global Advisors
New York
$779K -$225K -853 -20%
DTL
3933
Dynamic Technology Lab
Singapore
$779K +$883K +3,344 New
BDF
3934
Black Diamond Financial
Maryland
$777K -$81.6K -309 -8%
SFP
3935
Strategic Financial Partners
Oregon
$777K -$6.6K -25 -0.7%
PCH
3936
Polar Capital Holdings
United Kingdom
$775K -$22.2M -84,003 -2%
ACM
3937
Ategra Capital Management
Virginia
$773K
BWM
3938
Brickley Wealth Management
California
$772K -$365K -1,382 -29%
SWM
3939
Shelton Wealth Management
Texas
$769K +$792 +3 +0.1%
RA
3940
Riverstone Advisors
Texas
$769K +$94.8K +359 +12%
CIG
3941
Cairn Investment Group
Washington
$768K -$53.1K -201 -6%
P
3942
Palladiem
Pennsylvania
$768K -$5.02K -19 -0.6%
GPA
3943
Guidance Point Advisors
Massachusetts
$766K -$9.51K -36 -1%
ECM
3944
EMC Capital Management
Texas
$763K
CMA
3945
Cedar Mountain Advisors
Oregon
$760K -$4.75K -18 -0.5%
FAM
3946
Fenimore Asset Management
New York
$759K
BWM
3947
Blossom Wealth Management
California
$758K +$2.64K +10 +0.3%
CBN
3948
Cadence Bank NA
Texas
$755K -$11.9M -44,961 -93%
FS
3949
Ferguson Shapiro
Georgia
$755K +$12.9K +49 +2%
TCMP
3950
Thrive Capital Management (Pennsylvania)
Pennsylvania
$754K -$3.43K -13 -0.4%

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.