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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
MWA
4026
Monograph Wealth Advisors
California
$643K +$1.06K +4 +0.1%
EA
4027
Eclectic Associates
California
$643K +$4.22K +16 +0.6%
C1AG
4028
Client 1st Advisory Group
Florida
$642K
MWM
4029
McNaughton Wealth Management
California
$641K -$123K -467 -14%
CWM
4030
Collaborative Wealth Management
Florida
$641K +$2.9K +11 +0.4%
SA
4031
Syntax Advisors
New York
$641K +$15.3K +58 +2%
VCG
4032
Vantage Consulting Group
Virginia
$641K +$15.3K +58 +2%
APC
4033
Asset Planning Corporation
Tennessee
$636K +$72.9K +276 +11%
IIA
4034
Integral Investment Advisors
California
$634K -$25.6K -97 -3%
TWP
4035
Tower Wealth Partners
Pennsylvania
$633K +$73.1K +277 +11%
BA
4036
Bellwether Advisors
Nebraska
$632K +$98.8K +374 +16%
CSIA
4037
Charles Schwab Investment Advisory
California
$630K -$114K -433 -14%
SWAG
4038
Spectrum Wealth Advisory Group
California
$630K -$26.1K -99 -4%
JGGDR
4039
JGP Global Gestao de Recursos
Brazil
$629K -$475K -1,800 -40%
WIC
4040
Wilkins Investment Counsel
Massachusetts
$629K
CIR
4041
Clear Investment Research
Georgia
$629K +$274K +1,037 +62%
ODG
4042
O'Dell Group
Ohio
$626K -$1.06K -4 -0.1%
SPI
4043
Sutton Place Investors
New York
$625K -$61K -231 -8%
JA
4044
JVL Associates
Michigan
$622K -$67.9K -257 -9%
SCA
4045
Stuart Chaussee & Associates
California
$619K -$35.9K -136 -5%
PI
4046
Parkside Investments
Illinois
$618K -$666K -2,523 -49%
CAM
4047
CenterStar Asset Management
Illinois
$618K
RI
4048
Rinkey Investments
California
$618K +$295K +1,119 +81%
HA
4049
HC Advisors
Georgia
$617K
WF
4050
Warner Financial
Maryland
$617K

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.