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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
ORI
776
Oak Ridge Investments
Illinois
$51.5M -$1.76M -6,653 -3%
ACM
777
Alta Capital Management
Utah
$51.5M +$552K +2,091 +1%
KCM
778
Kanawha Capital Management
Virginia
$51.5M -$184K -697 -0.3%
SEM
779
Suncoast Equity Management
Florida
$51.4M -$3.09M -11,715 -5%
SCA
780
Snowden Capital Advisors
New York
$51.3M +$2.03M +7,671 +4%
TI
781
Tidal Investments
Wisconsin
$51.1M -$1.87M -7,085 -3%
SFI
782
Siemens Fonds Invest
Germany
$51.1M -$1.78M -6,732 -3%
PTC
783
Petrus Trust Company
Texas
$51.1M +$1.69M +6,393 +3%
MC
784
Moors & Cabot
Massachusetts
$51.1M -$1.74M -6,606 -3%
LWCA
785
Locust Wood Capital Advisers
New York
$51M -$4.44M -16,826 -7%
MWM
786
Mission Wealth Management
California
$50.9M +$6.11M +23,152 +12%
KWM
787
Kingsview Wealth Management
Oregon
$50.8M +$1.45M +5,479 +3%
DWM
788
Dakota Wealth Management
Florida
$50.5M +$3.51M +13,288 +7%
Capital Fund Management (CFM)
789
Capital Fund Management (CFM)
France
$50.3M +$57M +215,908 New
IUHSA
790
Itau Unibanco Holding S.A.
Brazil
$50.2M +$7.56M +28,645 +15%
DIA
791
Davidson Investment Advisors
Montana
$50M +$1.62M +6,139 +3%
GCM
792
Gladius Capital Management
Illinois
$49.9M +$47.1M +178,250 +493%
WS
793
Wedbush Securities
California
$49.9M +$3.86M +14,610 +7%
BAM
794
Berkshire Asset Management
Pennsylvania
$49.9M -$471K -1,785 -0.8%
TCM
795
Tran Capital Management
California
$49.8M -$7.6M -28,786 -12%
SCA
796
Sander Capital Advisors
Washington
$49.8M -$1.13M -4,286 -2%
CCM
797
Compass Capital Management
Minnesota
$49.8M +$361K +1,368 +0.6%
DGAM
798
Desjardins Global Asset Management
Quebec, Canada
$49.7M +$14.8M +55,984 +36%
ASN
799
Advisory Services Network
Georgia
$49.6M -$13.2K -50 -0%
TAM
800
Taurus Asset Management
New York
$49.5M +$1.62M +6,120 +3%

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.