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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
MFG
4151
Monumental Financial Group
Maryland
$498K +$125K +473 +28%
PFM
4152
Phillips Financial Management
Indiana
$498K +$565K +2,140 New
RJTCONH
4153
Raymond James Trust Company of New Hampshire
New Hampshire
$497K +$30.4K +115 +6%
NWMG
4154
National Wealth Management Group
Ohio
$496K +$203K +768 +56%
JTWM
4155
Jackson Thornton Wealth Management
Alabama
$495K -$172K -653 -24%
KFSC
4156
Keystone Financial Services (Colorado)
Colorado
$494K +$575K +2,179 New
CCA
4157
Conservest Capital Advisors
Pennsylvania
$492K -$519K -1,966 Closed
DWMG
4158
DB Wealth Management Group
California
$491K -$1.06K -4 -0.2%
WEPOG
4159
Wealth Enhancement & Preservation of GA
Georgia
$489K -$669K -2,532 -55%
BA
4160
Ballew Advisors
Mississippi
$489K +$13.7K +52 +2%
VW
4161
Vance Wealth
California
$488K +$89.8K +340 +19%
EP
4162
EPIQ Partners
Minnesota
$487K +$52.8K +200 +11%
BSWM
4163
Boston Standard Wealth Management
Massachusetts
$486K
DLHL
4164
Donald L. Hagan LLC
Florida
$485K -$106K -400 -16%
MRWM
4165
ML&R Wealth Management
Texas
$483K +$60.5K +229 +12%
TC
4166
Trilogy Capital
California
$483K +$72.1K +273 +15%
PCMM
4167
Piedmont Capital Management (Montana)
Montana
$481K -$2.9K -11 -0.5%
TPW
4168
Tiller Private Wealth
Pennsylvania
$479K +$6.07K +23 +1%
AFIA
4169
America First Investment Advisors
Nebraska
$478K
E
4170
ETFidea
New York
$477K
HI
4171
Harper Investing
California
$477K -$12.7K -48 -2%
LI
4172
LVZ Inc
Michigan
$477K +$119K +449 +28%
JFGLC
4173
Johnson Financial Group LLC (Colorado)
Colorado
$476K -$45.9K -174 -8%
AI
4174
ArchPoint Investors
Florida
$474K
MWA
4175
MFA Wealth Advisors
Pennsylvania
$474K +$16.1K +61 +3%

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.