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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
ASFA
4251
All Season Financial Advisors
Colorado
$392K +$20.3K +77 +5%
HEIP
4252
Hudson Edge Investment Partners
New Jersey
$392K +$444K +1,683 New
ARIS
4253
Advanced Research Investment Solutions
California
$391K +$402K +1,521 +957%
RA
4254
Resolute Advisors
California
$389K
SIMG
4255
Stephens Investment Management Group
Texas
$388K
BIM
4256
Bullseye Investment Management
Ohio
$386K -$2.75M -10,425 -86%
SPW
4257
Surience Private Wealth
Washington
$385K
PP
4258
PFS Partners
New Jersey
$383K -$6.34K -24 -1%
GC
4259
Gruss & Co
Florida
$377K
TSS
4260
Thomas Story & Son
Indiana
$376K
BIA
4261
Barry Investment Advisors
Massachusetts
$375K -$22.2K -84 -5%
PFT
4262
Providence First Trust
Arizona
$374K -$94.8K -359 -18%
DMKJ
4263
David M. Knott Jr
$373K
HFA
4264
Highland Financial Advisors
New Jersey
$370K
GWM
4265
GoalFusion Wealth Management
Texas
$370K +$24K +91 +6%
PFA
4266
Pinnacle Family Advisors
Missouri
$367K -$329K -1,245 -44%
VFPW
4267
Vantage Financial Partners (Wisconsin)
Wisconsin
$367K -$3.17K -12 -0.8%
RFA
4268
RTD Financial Advisors
Pennsylvania
$363K -$476K -1,802 -54%
GI
4269
Glovista Investments
New Jersey
$363K +$5.81K +22 +1%
MWM
4270
MBE Wealth Management
Wisconsin
$361K -$281K -1,065 -41%
JF
4271
Joule Financial
Kentucky
$361K +$31.7K +120 +8%
RBCM
4272
Raub Brock Capital Management
California
$361K +$92.4K +350 +29%
TPW
4273
TL Private Wealth
Texas
$360K
DA
4274
Drake & Associates
Wisconsin
$357K +$8.98K +34 +2%
LWIC
4275
Leith Wheeler Investment Counsel
British Columbia, Canada
$356K -$20.1K -76 -5%

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.