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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
KL
4201
KilterHowling LLC
Colorado
$440K -$5.02K -19 -1%
CFP
4202
Cypress Financial Planning
New Jersey
$440K +$9.51K +36 +2%
TAM
4203
Tucker Asset Management
Colorado
$438K +$79.2K +300 +19%
AWM
4204
AAF Wealth Management
Massachusetts
$436K +$4.22K +16 +0.9%
PCM
4205
Presidio Capital Management
California
$435K +$1.58K +6 +0.3%
HCM
4206
Howard Capital Management
Georgia
$434K -$80.5K -305 -14%
SBF
4207
Sara-Bay Financial
Florida
$434K
PFA
4208
Plotkin Financial Advisors
Maryland
$434K +$133K +502 +37%
RG
4209
Retirement Group
California
$433K -$767K -2,905 -61%
BC
4210
Brio Consultants
California
$433K -$256K -969 -36%
OBWP
4211
O'Brien Wealth Partners
Massachusetts
$432K -$86.6K -328 -15%
FL
4212
Fort LP
Maryland
$431K -$302K -1,145 -38%
SFPG
4213
Stonebridge Financial Planning Group
Florida
$431K +$154K +582 +46%
GAM
4214
Garrison Asset Management
Arkansas
$429K
T
4215
TNF
Montana
$428K +$27.2K +103 +6%
CFS
4216
Cannon Financial Strategists
Georgia
$427K -$50.2K -190 -9%
MW
4217
Milestone Wealth
New York
$427K
DFA
4218
DHJJ Financial Advisors
Illinois
$425K -$1.85K -7 -0.4%
MC
4219
Merlin Capital
Rhode Island
$425K
MWM
4220
Maripau Wealth Management
Indiana
$425K +$6.87K +26 +1%
NI
4221
NFC Investments
Tennessee
$424K -$39.6K -150 -8%
CCP
4222
Cassia Capital Partners
North Carolina
$424K -$28.3K -107 -6%
GWA
4223
Geometric Wealth Advisors
District of Columbia
$424K +$2.64K +10 +0.6%
EW
4224
Enzi Wealth
Texas
$424K +$453K +1,715 New
Harris Associates
4225
Harris Associates
Illinois
$423K

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.