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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
FCC
4301
Flower City Capital
New York
$331K +$7.66K +29 +2%
EPWM
4302
Essex Private Wealth Management
Massachusetts
$330K
QTM
4303
qPULA Trading Management
New York
$326K -$545K -2,064 -60%
TA
4304
Teramo Advisors
Florida
$326K
SMF
4305
Sterling Manor Financial
New York
$325K -$237K -896 -39%
MA
4306
Maxele Advisors
Missouri
$323K -$7.39K -28 -2%
DGI
4307
Disciplined Growth Investors
Minnesota
$323K -$436K -1,650 -54%
IWP
4308
IAG Wealth Partners
Wisconsin
$323K +$29K +110 +9%
FCT
4309
Family Capital Trust
Massachusetts
$322K
TWM
4310
Tanager Wealth Management
United Kingdom
$321K
TLFA
4311
True Link Financial Advisors
California
$321K +$8.45K +32 +2%
GWAM
4312
Guardian Wealth Advisors (Minnesota)
Minnesota
$317K -$11.9K -45 -3%
RK
4313
Rather & Kittrell
Tennessee
$316K +$24K +91 +7%
BFP
4314
Briaud Financial Planning
Texas
$316K +$105K +396 +42%
PIFP
4315
Partners in Financial Planning
Virginia
$315K -$2.64K -10 -0.8%
SAM
4316
Simplify Asset Management
Nevada
$315K +$20.6K +78 +6%
MUMSS
4317
Mitsubishi UFJ Morgan Stanley Securities
Japan
$314K +$34.3K +130 +11%
NEGWA
4318
New England Guild Wealth Advisors
Connecticut
$312K +$18.5K +70 +6%
AFG
4319
Arkansas Financial Group
Arkansas
$310K +$23.8K +90 +7%
PFG
4320
Piershale Financial Group
Illinois
$307K
LODC
4321
Lanham O'Dell & Company
West Virginia
$307K +$348K +1,318 New
MWM
4322
MorganRosel Wealth Management
Colorado
$304K -$5.28K -20 -2%
DWM
4323
Denver Wealth Management
Colorado
$304K +$10.8K +41 +3%
CCM
4324
Crabel Capital Management
California
$302K +$342K +1,296 New
RWG
4325
Regal Wealth Group
California
$301K -$2.13M -8,067 -86%

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.