We are live on ! Find out more
MSFT icon

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
VBWMG
3951
Von Berge Wealth Management Group
California
$754K
PD
3952
Planning Directions
Pennsylvania
$754K +$30.6K +116 +4%
FRM
3953
Fox Run Management
Connecticut
$749K +$849K +3,216 New
JSMC
3954
Jess S. Morgan & Co
California
$748K +$39.6K +150 +5%
PPWP
3955
Proquility Private Wealth Partners
Nevada
$747K +$13.7K +52 +2%
PI
3956
Pachira Investments
California
$746K +$98.5K +373 +13%
EP
3957
Essential Planning
New Hampshire
$746K +$846K +3,203 New
AC
3958
AWM Capital
Arizona
$745K +$401K +1,517 +97%
CWM
3959
Cranbrook Wealth Management
Michigan
$742K
AAM
3960
Ameraudi Asset Management
New York
$740K
RRA
3961
Round Rock Advisors
Connecticut
$738K -$29K -110 -3%
HIM
3962
Hanlon Investment Management
New Jersey
$737K +$63.9K +242 +8%
MFA
3963
McClarren Financial Advisors
Pennsylvania
$737K +$442K +1,673 +112%
FWA
3964
FSC Wealth Advisors
New York
$732K +$35.9K +136 +5%
KFS
3965
Kelly Financial Services
Massachusetts
$730K +$19K +72 +2%
NAMA
3966
Nikko Asset Management Americas
New York
$729K -$69.4K -263 -8%
AWM
3967
Aspire Wealth Management
Massachusetts
$729K -$20.6K -78 -2%
EGWAG
3968
Elwood & Goetz Wealth Advisory Group
Georgia
$727K +$4.22K +16 +0.5%
NCM
3969
Next Capital Management
New York
$727K +$79.7K +302 +11%
LRIC
3970
Long Road Investment Counsel
Michigan
$726K
FA
3971
Faithward Advisors
Pennsylvania
$725K -$2.11K -8 -0.3%
BCM
3972
Birmingham Capital Management
Alabama
$725K +$159K +602 +24%
FMP
3973
Financial Management Professionals
Texas
$720K -$368K -1,393 -31%
WFAG
3974
Wescott Financial Advisory Group
Pennsylvania
$720K +$95.8K +363 +13%
BWP
3975
Bernardo Wealth Planning
Pennsylvania
$717K +$62.3K +236 +9%

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.