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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
MOS
4476
MGO One Seven
Ohio
$31.6K -$366K -1,387 -1%
HMS
4477
Hanseatic Management Services
New Mexico
$31K +$14.5K +55 +71%
PI
4478
PFS Investments
Georgia
$29.5K +$1.47M +5,583 +5%
PWP
4479
Principle Wealth Partners
Connecticut
$24.3K +$87.1K +330 +0.3%
LPC
4480
Lion Point Capital
New York
$23K +$26.4K +100 New
GG
4481
Gleason Group
Kentucky
$22K +$21.1K +80 +615%
KSWA
4482
Kathleen S. Wright Associates
Pennsylvania
$21K +$23K +87 +4,350%
AIL
4483
AGF Investments LLC
Ontario, Canada
$18K -$901K -3,412 -98%
WA
4484
Win Advisors
Florida
$16K -$4.22K -16 -19%
IA
4485
IFS Advisors
Kansas
$15K
CIAS
4486
CFS Investment Advisory Services
New Jersey
$14K +$355M +1,343,634 +28,389%
AWMS
4487
Advocacy Wealth Management Services
Georgia
$13K
UFF
4488
USA Financial Formulas
Michigan
$12K +$528 +2 +4%
LIM
4489
Longfellow Investment Management
Massachusetts
$11K
EWM
4490
Executive Wealth Management
Michigan
$10.3K -$9.4M -35,595 -78%
DFCM
4491
Dark Forest Capital Management
Puerto Rico
$10K +$11.1K +42 +2,100%
BIM
4492
Baldwin Investment Management
Pennsylvania
$8.91K -$143K -543 -1%
NWM
4493
Navigation Wealth Management
Colorado
$8K
NDSI
4494
Newman Dignan & Sheerar Inc
Rhode Island
$7.46K -$19.8K -75 -0.2%
SSC
4495
Syverson Strege & Co
Iowa
$7K +$2.38K +9 +43%
JSAM
4496
J. Safra Asset Management
New York
$5K -$20.3K -77 -6%
FHC
4497
First Heartland Consultants
Missouri
$2.83K +$26.7K +101 +0.8%
BCH
4498
Berkshire Capital Holdings
California
$2K
FGAM
4499
Financial Gravity Asset Management
Texas
$1.6K -$1.7M -6,435 -57%
LFGH
4500
Lee Financial Group Hawaii
Hawaii
$676 -$40.4K -153 -5%

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.