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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
AIA
4401
Angeles Investment Advisors
California
$225K -$909K -3,444 -78%
IA
4402
Inspire Advisors
Idaho
$225K -$40.1K -152 -14%
AIA
4403
Armor Investment Advisors
North Carolina
$225K +$18.5K +70 +8%
LAM
4404
Lountzis Asset Management
Pennsylvania
$224K -$23.2K -88 -8%
HTI
4405
Hikari Tsushin Inc
Japan
$224K
ICMP
4406
Integrated Capital Management (Pennsylvania)
Pennsylvania
$222K
RBC
4407
Rye Brook Capital
Connecticut
$222K
VIA
4408
Virtus Investment Advisers
Connecticut
$222K +$251K +952 New
RHJA
4409
Rice Hall James & Associates
California
$220K -$5.28K -20 -2%
TFP
4410
Triune Financial Partners
Kansas
$220K +$2.64K +10 +1%
SFG
4411
Sage Financial Group
Pennsylvania
$219K
LWMNY
4412
Landmark Wealth Management (New York)
New York
$215K +$243K +921 New
TI
4413
Telemetry Investments
New York
$214K +$4.49K +17 +2%
NEPPG
4414
New England Professional Planning Group
Rhode Island
$213K -$170K -643 -41%
VFIC
4415
Valley Forge Investment Consultants
Pennsylvania
$213K
GS
4416
Gagnon Securities
New York
$212K +$240K +910 New
SWMG
4417
Sanchez Wealth Management Group
Florida
$210K
UID
4418
Union Investments & Development
Israel
$210K
NPI
4419
New Perspectives Inc
Mississippi
$209K +$264 +1 +0.1%
ONGA
4420
O'Neil Global Advisors
California
$208K -$8.71K -33 -4%
NHFG
4421
New Harbor Financial Group
Massachusetts
$208K +$25.1K +95 +12%
MA
4422
Mosaic Advisors
Texas
$203K
OKSA
4423
O'Keefe Stevens Advisory
New York
$203K +$231K +873 New
EPP
4424
ETF Portfolio Partners
Kansas
$201K
KCM
4425
Kendall Capital Management
Maryland
$201K

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.