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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
HFW
4101
Horizon Family Wealth
Illinois
$559K +$4.22K +16 +0.7%
MTIM
4102
Marathon Trading Investment Management
Pennsylvania
$557K -$37.8K -143 -6%
HWA
4103
Heartwood Wealth Advisors
Virginia
$556K -$294K -1,115 -32%
MIM
4104
Martin Investment Management
Florida
$555K
ES
4105
ETF Store
Kansas
$555K +$39.3K +149 +7%
PBF
4106
Petix & Botte Financial
California
$554K +$6.87K +26 +1%
UWM
4107
USAdvisors Wealth Management
Minnesota
$553K +$8.98K +34 +1%
PCI
4108
Planning Center Inc
Illinois
$552K -$27.2K -103 -4%
GWM
4109
Grand Wealth Management
Michigan
$551K +$6.87K +26 +1%
LAS
4110
Lloyd Advisory Services
Georgia
$550K -$173K -656 -22%
I2I
4111
Insight 2811 Inc
Illinois
$550K +$161K +608 +35%
WG
4112
Winton Group
United Kingdom
$549K -$189K -715 -23%
BWA
4113
BlueSky Wealth Advisors
North Carolina
$549K +$176K +668 +40%
AL
4114
Arnhold LLC
New York
$547K -$39.6K -150 -6%
CCP
4115
Carmel Capital Partners
California
$547K +$7.92K +30 +1%
VAM
4116
Vienna Asset Management
California
$543K +$93.7K +355 +18%
FFWM
4117
Future Financial Wealth Management
Ohio
$542K +$9.77K +37 +2%
GRQ
4118
Gardner Russo & Quinn
Pennsylvania
$538K -$348K -1,319 -36%
F4L
4119
Fortune 45 LLC
Louisiana
$538K -$2.9K -11 -0.5%
RWA
4120
Redmont Wealth Advisors
Illinois
$536K
BFG
4121
Baron Financial Group
New Jersey
$535K +$29K +110 +5%
CA
4122
Corrado Advisors
New Jersey
$533K +$91.9K +348 +18%
CWM
4123
Comprehensive Wealth Management
Washington
$532K +$22.7K +86 +4%
BIA
4124
BHK Investment Advisors
Alabama
$530K +$35.6K +135 +6%
HTC
4125
Hershey Trust Company
Pennsylvania
$529K

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.