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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
HF
4426
Halpern Financial
Virginia
$201K +$7.66K +29 +3%
HWA
4427
Hillcrest Wealth Advisors
New Jersey
$200K
FSWA
4428
Financial Synergies Wealth Advisors
Texas
$194K -$5.54K -21 -2%
NIM
4429
NuWave Investment Management
New Jersey
$190K +$215K +815 New
DAL
4430
Delta Accumulation LLC
California
$188K +$264 +1 +0.1%
SC
4431
Skylands Capital
Wisconsin
$184K
GIA
4432
Goodwin Investment Advisory
Georgia
$183K +$264 +1 +0.1%
AA
4433
AlphaCentric Advisors
Puerto Rico
$175K +$199K +752 New
PPWM
4434
PFG Private Wealth Management
Florida
$170K -$245K -927 -56%
ACK
4435
Andrew C. Karlinski
$169K -$6.6K -25 -3%
SC
4436
Schubert & Co
Texas
$167K -$38.6K -146 -17%
PHAM
4437
Portland Hill Asset Management
United Kingdom
$167K
MCA
4438
Maryland Capital Advisors
Maryland
$162K
WAM
4439
WFA Asset Management
Wisconsin
$157K +$264 +1 +0.1%
CCM
4440
Cutler Capital Management
Massachusetts
$156K +$44.6K +169 +34%
SAM
4441
Strategic Asset Management
Minnesota
$147K -$9.24K -35 -5%
PFM
4442
Premier Fund Managers
United Kingdom
$145K -$13.3M -50,208 -99%
CM
4443
Cornerstone Management
Georgia
$144K
CPFP
4444
Clear Perspectives Financial Planning
Ohio
$144K +$1.58K +6 +1%
ARS
4445
Adirondack Retirement Specialists
New York
$143K +$162K +612 New
MIP
4446
Mondrian Investment Partners
United Kingdom
$142K +$1.01M +3,839 +0.6%
LFA
4447
Legend Financial Advisors
Pennsylvania
$140K +$159K +604 New
SL
4448
Savior LLC
Massachusetts
$140K
YAL
4449
Your Advocates Ltd
Texas
$138K
FA
4450
Financial Advantage
Maryland
$133K

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.