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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
BHWM
4451
Bay Harbor Wealth Management
Maryland
$123K +$528 +2 +0.4%
JWBC
4452
John W. Brooker & Co
California
$119K +$52.8K +200 +64%
RFP
4453
Roth Financial Partners
Texas
$116K
BSWA
4454
Bromfield Sneider Wealth Advisors
Massachusetts
$103K
GIS
4455
Grayhawk Investment Strategies
Alberta, Canada
$101K
AWM
4456
Avondale Wealth Management
Texas
$95K +$39.6K +150 +59%
BGC
4457
Beutel, Goodman & Co
Ontario, Canada
$95K +$39.6K +150 +57%
MDCM
4458
Morgan Dempsey Capital Management
Wisconsin
$82K +$93.2K +353 New
NR
4459
Newfound Research
Massachusetts
$78K +$10.8K +41 +14%
TWP
4460
TFO Wealth Partners
Ohio
$77K -$65.7K -249 -43%
EA
4461
Evolution Advisers
Virginia
$76K -$2.9K -11 -3%
FC
4462
Family CFO
California
$73.6K
PRO
4463
Pensioenfonds Rail & OV
Netherlands
$71K
CM
4464
Caption Management
Oklahoma
$71K +$81.6K +309 New
MTCM
4465
Mint Tower Capital Management
Netherlands
$68K +$76.8K +291 New
DTIM
4466
Danda Trouve Investment Management
Kansas
$64K -$18.7K -71 -21%
SC
4467
Saban Cheryl
$64K
EC
4468
Estate Counselors
Wisconsin
$63K
CWA
4469
Carolina Wealth Advisors
South Carolina
$62K -$2.11K -8 -3%
T2I
4470
Turim 21 Investimentos
Brazil
$52K -$78.7K -298 -57%
MG
4471
MilWealth Group
Wisconsin
$44.7K
WFA
4472
Wells Financial Advisors
Massachusetts
$40K
NC
4473
Noked Capital
Israel
$38.8K +$16.8M +63,533 +62%
TJHA
4474
Thomas J. Herzfeld Advisors
Florida
$36K -$2.11K -8 -5%
DFC
4475
DB Fitzpatrick & Co
Idaho
$36K

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.