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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
LW
4176
Libra Wealth
California
$474K +$316K +1,198 +143%
CSIA
4177
Carl Stuart Investment Advisor
Texas
$473K
HIS
4178
Harvest Investment Services
Illinois
$472K -$2.64K -10 -0.5%
SGA
4179
Seaport Global Advisors
Massachusetts
$472K +$70K +265 +15%
SM
4180
Southport Management
Wyoming
$466K +$528K +2,000 New
AWM
4181
Ameliora Wealth Management
Switzerland
$465K +$421K +1,595 +343%
BFS
4182
Burrus Financial Services
Utah
$464K +$1.32K +5 +0.3%
KIA
4183
Kraematon Investment Advisors
Massachusetts
$460K +$264 +1 +0.1%
RPG
4184
Resource Planning Group
Georgia
$459K +$264 +1 +0.1%
JCIA
4185
Jackson Creek Investment Advisors
Colorado
$458K -$201K -763 -28%
DC
4186
Defender Capital
North Carolina
$458K -$31.7K -120 -6%
RPSA
4187
Richard P. Slaughter Associates
Texas
$457K -$47.8K -181 -8%
TB
4188
Treynor Bancshares
Iowa
$456K
T
4189
TOBAM
France
$453K -$58.1K -220 -10%
MAM
4190
MMA Asset Management
Pennsylvania
$453K +$192K +726 +59%
RIM
4191
Reliant Investment Management
Tennessee
$452K +$39.6K +150 +8%
SPIO
4192
Seven Post Investment Office
California
$451K
HWM
4193
HighMark Wealth Management
Minnesota
$450K +$792 +3 +0.2%
CCA
4194
Cadent Capital Advisors
Oklahoma
$450K +$509K +1,929 New
ACM
4195
Antonetti Capital Management
Florida
$449K -$7.92K -30 -2%
UIA
4196
Ulland Investment Advisors
Minnesota
$447K -$21.1K -80 -4%
BAM
4197
Banta Asset Management
California
$446K
HCRE
4198
Hoya Capital Real Estate
Connecticut
$444K
JPLA
4199
Joseph P. Lucia & Associates
New York
$444K +$103K +390 +26%
JWS
4200
Juncture Wealth Strategies
Arizona
$443K +$162K +613 +48%

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.