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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
GWMI
4326
Guardian Wealth Management (Illinois)
Illinois
$299K +$264 +1 +0.1%
PIN
4327
Prudent Investors Network
California
$298K -$45.4K -172 -12%
SWM
4328
Stapp Wealth Management
Washington
$297K +$337K +1,276 New
PFA
4329
Peak Financial Advisors
Colorado
$296K -$111K -421 -25%
CCG
4330
Capital CS Group
California
$292K
BWIA
4331
Bryant Woods Investment Advisors
New York
$288K +$13.2K +50 +4%
T
4332
TrueFG
Texas
$286K
SW
4333
Simplicity Wealth
New Jersey
$286K +$102K +387 +46%
ARI
4334
Applied Research Investments
Delaware
$284K -$837K -3,171 -72%
AFS
4335
AFG Fiduciary Services
Massachusetts
$284K +$25.3K +96 +9%
OF
4336
Outfitter Financial
Maine
$283K
SA
4337
Sicart Associates
New York
$282K -$34.9K -132 -10%
AG
4338
AlphaSimPlex Group
Massachusetts
$281K
PWM
4339
Praetorian Wealth Management
California
$280K +$318K +1,203 New
MSWMA
4340
Market Street Wealth Management Advisors
Indiana
$278K -$1.06K -4 -0.3%
RP
4341
Reinhart Partners
Wisconsin
$277K
PWM
4342
Pacific Wealth Management
California
$277K +$314K +1,189 New
BTIM
4343
BancFirst Trust & Investment Management
Oklahoma
$272K -$152K -574 -33%
WFPG
4344
Waller Financial Planning Group
Ohio
$271K +$10K +38 +3%
AFA
4345
Atlas Financial Advisors
California
$269K -$37.2K -141 -11%
SC
4346
Steph & Co
Wisconsin
$269K
MFG
4347
MTM Financial Group
Pennsylvania
$269K +$1.85K +7 +0.6%
BP
4348
BCK Partners
New York
$265K
BSAM
4349
Blue Square Asset Management
New York
$264K -$1.54M -5,828 -84%
SSWG
4350
Seven Springs Wealth Group
Tennessee
$264K -$1.51M -5,711 -83%

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.