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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
DWM
4001
Defined Wealth Management
Oregon
$674K
MC
4002
McMorgan & Co
California
$673K -$7.92K -30 -1%
WCP
4003
Wick Capital Partners
Pennsylvania
$672K +$264 +1 +0%
LWA
4004
Lowe Wealth Advisors
Maryland
$672K +$17.2K +65 +2%
KLI
4005
Kelman-Lazarov Inc
Tennessee
$672K +$116K +440 +18%
WA
4006
Wealthstar Advisors
Texas
$668K +$13.2K +50 +2%
OGF
4007
Orin Green Financial
California
$666K +$17.2K +65 +2%
MGIM
4008
M&G Investment Management
United Kingdom
$663K +$10.3M +38,875 +1%
NQWM
4009
Northwest Quadrant Wealth Management
Oregon
$661K +$57.3K +217 +8%
GCM
4010
G2 Capital Management
Ohio
$656K -$69.4K -263 -9%
HA
4011
HFG Advisors
Ohio
$656K +$82.9K +314 +13%
HA
4012
Hofer & Associates
California
$655K +$37K +140 +5%
SFP
4013
Sterling Financial Planning
New Jersey
$654K -$5.28K -20 -0.7%
HCWM
4014
Harrison & Co Wealth Management
Virginia
$652K -$96.9K -367 -12%
IAA
4015
Ironsides Asset Advisors
North Carolina
$651K -$147K -555 -17%
IWA
4016
IVC Wealth Advisors
Pennsylvania
$651K +$3.96K +15 +0.5%
HPCM
4017
Hunter Perkins Capital Management
Illinois
$650K -$79.2K -300 -10%
IDA
4018
Intelligence Driven Advisers
California
$649K -$52.5K -199 -7%
CW
4019
Cook Wealth
North Carolina
$649K +$46.5K +176 +7%
ODFS
4020
O'Donnell Financial Services
California
$648K -$26.1K -99 -3%
SWA
4021
Sightline Wealth Advisors
Connecticut
$647K +$528 +2 +0.1%
SFG
4022
Steward Financial Group
Texas
$647K +$116K +439 +19%
FFC
4023
Fure Financial Corporation
Minnesota
$645K +$528 +2 +0.1%
AWA
4024
AmeriServ Wealth Advisors
Pennsylvania
$644K -$8.45K -32 -1%
LSA
4025
Lion Street Advisors
Texas
$643K -$104K -394 -12%

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.