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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
JC
4226
Jentner Corp
Ohio
$423K
TFA
4227
Tobias Financial Advisors
Florida
$422K -$264 -1 -0.1%
AGA
4228
Arkos Global Advisors
Texas
$421K -$358K -1,355 -43%
FEG
4229
Financial Enhancement Group
Indiana
$421K
FFP
4230
Forbes Financial Planning
Rhode Island
$421K
WRM
4231
Weybosset Research & Management
Rhode Island
$419K +$26.4K +100 +6%
SEM
4232
Strategic Equity Management
Arizona
$419K +$37K +140 +8%
HC
4233
Hoese & Co
Minnesota
$418K +$19.8K +75 +4%
MBFW
4234
Morton Brown Family Wealth
Pennsylvania
$416K -$1.32K -5 -0.3%
SCM
4235
Shapiro Capital Management
Georgia
$415K +$4.22K +16 +0.9%
CFG
4236
Compton Financial Group
Maryland
$413K +$264 +1 +0.1%
BF
4237
Blankinship & Foster
California
$408K -$26.4K -100 -5%
PDM
4238
Penn Davis McFarland
Texas
$407K
CP
4239
Camelot Portfolios
Ohio
$406K -$150K -569 -25%
MAM
4240
McCarthy Asset Management
California
$406K -$15.3K -58 -3%
SF
4241
Safeguard Financial
Wisconsin
$406K +$460K +1,743 New
FWM
4242
ForthRight Wealth Management
Georgia
$405K +$99K +375 +28%
LHEI
4243
Leo H. Evart Inc
California
$403K +$264 +1 +0.1%
RDIA
4244
RE Dickinson Investment Advisors
Iowa
$401K +$10.8K +41 +2%
SAS
4245
Sanford Advisory Services
Michigan
$398K +$31.4K +119 +7%
PWM
4246
Provident Wealth Management
Tennessee
$397K +$4.49K +17 +1%
ACM
4247
Alamar Capital Management
California
$396K
KIM
4248
Karpus Investment Management
New York
$396K
LWP
4249
Laurel Wealth Planning
Minnesota
$394K -$37.5K -142 -8%
AFG
4250
Affinia Financial Group
Massachusetts
$394K -$18.7K -71 -4%

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.