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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
BWM
4276
Benchmark Wealth Management
Connecticut
$356K
BW
4277
Basepoint Wealth
Iowa
$356K +$26.9K +102 +7%
SC
4278
Schoolcraft Capital
Colorado
$355K +$403K +1,526 New
BFS
4279
Beacon Financial Strategies
North Carolina
$355K
LIM
4280
Lagoda Investment Management
New York
$355K
FP
4281
Foundry Partners
Minnesota
$355K +$26.4K +100 +7%
SL
4282
Stevard LLC
Illinois
$355K +$403K +1,525 New
TP
4283
Truvvo Partners
New York
$354K +$1.06K +4 +0.3%
HG
4284
Harbor Group
New Hampshire
$353K -$1.32K -5 -0.3%
HWA
4285
Hilltop Wealth Advisors
North Carolina
$353K
AWM
4286
Altus Wealth Management
Kentucky
$349K
SFMG
4287
Sage Financial Management Group
Virginia
$349K
TIM
4288
Triad Investment Management
California
$349K
SC
4289
Soundwatch Capital
Connecticut
$349K +$396K +1,500 New
AAG
4290
Avalon Advisory Group
Pennsylvania
$348K +$19.5K +74 +5%
KTA
4291
Keeley-Teton Advisors
Illinois
$344K +$42.2K +160 +12%
W
4292
WorthPointe
California
$342K -$10.8K -41 -3%
LFA
4293
Level Financial Advisors
New York
$339K -$11.1K -42 -3%
CWR
4294
Chico Wealth RIA
California
$339K
SWM
4295
Shakespeare Wealth Management
Wisconsin
$339K +$27.2K +103 +8%
APW
4296
Axim Planning & Wealth
Ohio
$338K +$260K +985 +211%
DT
4297
Daniels + Tansey
Delaware
$337K -$6.07K -23 -2%
CWM
4298
Chicago Wealth Management
Illinois
$335K
BCM
4299
Barrier Capital Management
California
$334K -$9.2M -34,860 -96%
TFA
4300
TPG Financial Advisors
Oregon
$334K +$2.64K +10 +0.7%

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.