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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
CFC
4126
Coyle Financial Counsel
Illinois
$528K +$8.98K +34 +2%
FP
4127
Fiduciary Planning
Florida
$523K -$109K -411 -15%
HPWA
4128
Hall Private Wealth Advisors
North Carolina
$523K +$132K +500 +29%
WCM
4129
Wealthcare Capital Management
Virginia
$522K -$264 -1 -0%
NFP
4130
Narus Financial Partners
Utah
$521K -$15.1K -57 -2%
SP
4131
SWS Partners
Ohio
$521K +$1.32K +5 +0.2%
BG
4132
Benedetti & Gucer
Georgia
$520K -$49.1K -186 -8%
RWG
4133
Ratio Wealth Group
Colorado
$520K -$24K -91 -4%
BIA
4134
Bell Investment Advisors
California
$519K +$56.2K +213 +11%
PFC
4135
Poplar Forest Capital
California
$518K
TIM
4136
Total Investment Management
Arizona
$517K -$80.3K -304 -12%
ACA
4137
Ascension Capital Advisors
Texas
$516K +$12.9K +49 +2%
HCM
4138
Horrell Capital Management
Arkansas
$515K
HPWM
4139
High Pines Wealth Management
Massachusetts
$514K +$207K +785 +55%
PC
4140
Prairiewood Capital
North Dakota
$511K -$264 -1 -0%
SMG
4141
Smart Money Group
Texas
$511K +$27.5K +104 +5%
FA
4142
Fortis Advisors
Pennsylvania
$510K -$37.5K -142 -6%
CM
4143
Columbus Macro
Pennsylvania
$509K -$8.71K -33 -1%
JFG
4144
JMG Financial Group
Illinois
$508K +$52.8K +200 +10%
SAM
4145
Stone Asset Management
Texas
$508K +$177K +670 +44%
BRA
4146
Biechele Royce Advisors
Indiana
$506K +$62.1K +235 +12%
WC
4147
Weil Company
California
$506K +$285K +1,078 +99%
PBT
4148
Pictet Bank & Trust
Bahamas
$503K -$956K -3,621 -63%
CWA
4149
Centennial Wealth Advisory
Michigan
$501K +$209K +791 +58%
CCM
4150
Carmel Capital Management
California
$499K

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.