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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
AA
4351
AlphaMark Advisors
Kentucky
$262K -$6.07K -23 -2%
1CM
4352
1492 Capital Management
Wisconsin
$260K
DWM
4353
Dopkins Wealth Management
New York
$260K
OFP
4354
OLIO Financial Planning
Virginia
$258K -$7.66K -29 -3%
TC
4355
TAGStone Capital
North Carolina
$258K +$264 +1 +0.1%
SHFP
4356
Second Half Financial Partners
Florida
$257K -$3.27M -12,382 -92%
LTL
4357
Lowery Thomas LLC
California
$257K +$792 +3 +0.3%
CA
4358
Crane Advisory
California
$257K +$301K +1,141 New
LPARFS
4359
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$256K -$13.4M -50,700 -98%
WIC
4360
Whitegate Investment Counselors
New Hampshire
$256K +$528 +2 +0.2%
WI
4361
WJ Interests
Texas
$255K
RL
4362
Ruffer LLP
United Kingdom
$254K -$28.3K -107 -9%
ACM
4363
Alethea Capital Management
Washington
$250K -$52.8K -200 -16%
LCM
4364
Linker Capital Management
Kentucky
$249K
PWMG
4365
Provence Wealth Management Group
California
$249K +$7.66K +29 +3%
GWAG
4366
Garrett Wealth Advisory Group
Texas
$248K -$4.75K -18 -2%
CFGF
4367
Compass Financial Group (Florida)
Florida
$248K +$281K +1,065 New
HPA
4368
High Probability Advisors
New York
$248K -$75.3K -285 -21%
VF
4369
Vista Finance
Missouri
$247K -$105K -399 -27%
HWM
4370
Horizons Wealth Management
North Carolina
$247K -$4.75K -18 -2%
BWL
4371
Beacon Wealthcare LLC
North Carolina
$246K
SC
4372
Saybrook Capital
North Carolina
$245K -$362K -1,370 -57%
IFA
4373
Interactive Financial Advisors
Illinois
$245K
TSA
4374
Tri-Star Advisors
Texas
$243K +$45.7K +173 +20%
NICM
4375
Neo Ivy Capital Management
New York
$243K +$276K +1,045 New

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.