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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
AL
751
Appaloosa LP
New Jersey
$54.7M -$3.96M -15,000 -6%
GAI
752
General American Investors
New York
$54.7M
NM
753
NWI Management
New York
$54.7M +$6.6M +25,000 +12%
CA
754
Cetera Advisors
Colorado
$54.7M +$3.55M +13,462 +6%
WPC
755
Waters Parkerson & Co
Louisiana
$54.6M +$132K +500 +0.2%
CA
756
Cullinan Associates
Kentucky
$54.6M -$2.47M -9,344 -4%
UM
757
Ulysses Management
New York
$54.5M
SSB
758
Sandy Spring Bank
Maryland
$53.9M -$850K -3,218 -1%
CWM
759
Calamos Wealth Management
Illinois
$53.8M +$8.25M +31,246 +16%
HP
760
Hound Partners
New York
$53.8M -$40.5M -153,262 -40%
CCP
761
Corient Capital Partners
California
$53.6M
TFP
762
Triple Frond Partners
California
$53.5M -$7.59M -28,733 -11%
WAS
763
Wesleyan Assurance Society
United Kingdom
$53.4M +$277K +1,050 +0.5%
LSA
764
Leonteq Securities AG
Switzerland
$53.4M +$18M +68,332 +42%
FSA
765
Franklin Street Advisors
North Carolina
$53.2M -$1.72M -6,516 -3%
EWA
766
Exencial Wealth Advisors
Oklahoma
$53.1M +$358K +1,356 +0.6%
ECM
767
Evergreen Capital Management
Washington
$53M +$1.22M +4,618 +2%
AWA
768
Aaron Wealth Advisors
Illinois
$52.9M +$40.5M +153,318 +208%
WG
769
Welch Group
Alabama
$52.5M +$886K +3,356 +2%
AAM
770
Aureus Asset Management
Massachusetts
$52.3M -$628K -2,377 -1%
BBA
771
Baader Bank Aktiengesellschaft
Germany
$52M -$15.9M -60,236 -21%
AAS
772
Avantax Advisory Services
Texas
$52M +$2.19M +8,295 +4%
AA
773
ALPS Advisors
Colorado
$52M +$3.32M +12,567 +6%
WFMPM
774
Woodley Farra Manion Portfolio Management
Indiana
$51.9M -$148K -559 -0.3%
NIMI
775
Natixis Investment Managers International
France
$51.7M -$256M -968,276 -81%

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.