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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
SC
3976
Saiph Capital
New Jersey
$715K -$15.1K -57 -2%
OAM
3977
Oberweis Asset Management
Illinois
$712K
AIM
3978
Axiom Investment Management
New York
$712K +$528 +2 +0.1%
SFA
3979
Seneca Financial Advisors
New York
$710K +$4.22K +16 +0.5%
BBA
3980
Braun-Bostich & Associates
Pennsylvania
$707K -$400K -1,514 -33%
OHU
3981
Odey Holdings (UK)
United Kingdom
$707K -$317K -1,200 -28%
LFA
3982
Lauterbach Financial Advisors
Texas
$706K +$37.2K +141 +5%
HCP
3983
Holt Capital Partners
Texas
$705K -$21.4K -81 -3%
TCA
3984
Taconic Capital Advisors
New York
$699K -$581K -2,200 -42%
ACM
3985
Ascendant Capital Management
California
$699K -$475K -1,800 -38%
PAWC
3986
P.A.W. Capital
Connecticut
$699K
TDC
3987
Thompson Davis & Co
Virginia
$699K +$7.92K +30 +1%
HNWA
3988
Henrickson Nauta Wealth Advisors
Michigan
$695K +$8.98K +34 +1%
FPIS
3989
Financial Planning & Information Services
Wisconsin
$692K -$6.6K -25 -0.8%
AAM
3990
Austin Asset Management
Texas
$692K +$21.7K +82 +3%
LPP
3991
Life Planning Partners
Florida
$691K
DCBT
3992
Dakota Community Bank & Trust
North Dakota
$688K +$780K +2,953 New
NP
3993
Ninepoint Partners
Ontario, Canada
$687K +$19.8K +75 +3%
GSC
3994
Ground Swell Capital
South Carolina
$686K +$150K +567 +24%
SCM
3995
Stordahl Capital Management
Colorado
$683K -$173K -656 -18%
AWA
3996
Archvest Wealth Advisors
California
$681K +$119K +452 +18%
MAM
3997
Marquette Asset Management
Minnesota
$679K -$5.54K -21 -0.7%
SCM
3998
Seascape Capital Management
New Hampshire
$677K +$227K +858 +42%
NRA
3999
NSI Retail Advisors
Pennsylvania
$676K -$79.2K -300 -9%
WFA
4000
Websterrogers Financial Advisors
South Carolina
$675K -$77.1K -292 -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.