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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
SPC
851
Sigma Planning Corp
Michigan
$43.9M -$454K -1,721 -0.9%
MA
852
Mutual Advisors
Nebraska
$43.7M +$6.42M +24,328 +15%
MLL
853
Moody Lynn & Lieberson
Massachusetts
$43.5M -$1.5M -5,665 -3%
BFS
854
Baskin Financial Services
Ontario, Canada
$43.5M -$1.64M -6,193 -3%
DWM
855
Doyle Wealth Management
Florida
$43.5M -$197K -746 -0.4%
FBB
856
Fulton Breakefield Broenniman
Maryland
$43.3M +$1.44M +5,438 +3%
BVDMP
857
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$43M -$3.96M -15,000 -8%
LNC
858
Lincoln National Corp
Pennsylvania
$43M +$1.65M +6,246 +4%
PTC
859
Philadelphia Trust Company
Pennsylvania
$42.9M -$1.94M -7,345 -4%
VIM
860
Vancity Investment Management
British Columbia, Canada
$42.9M -$2.02M -7,638 -4%
TNB
861
Thomasville National Bank
Georgia
$42.8M +$465K +1,761 +1%
YIA
862
YHB Investment Advisors
Connecticut
$42.7M -$88.5K -335 -0.2%
LCM
863
LVM Capital Management
Michigan
$42.6M +$278K +1,053 +0.6%
CAM
864
Cidel Asset Management
Ontario, Canada
$42.4M +$119K +450 +0.2%
EGA
865
Eagle Global Advisors
Texas
$42.3M -$533K -2,018 -1%
KPWS
866
Kestra Private Wealth Services
Texas
$42.1M +$1.99M +7,550 +4%
ZP
867
Zimmer Partners
New York
$41.9M +$5.02M +19,000 +12%
CCM
868
Candlestick Capital Management
Connecticut
$41.9M +$42.5M +161,087 +852%
TCM
869
Twin Capital Management
Pennsylvania
$41.8M +$644K +2,439 +1%
JC
870
JBF Capital
Colorado
$41.7M -$264K -1,000 -0.6%
TCOV
871
Trust Company of Vermont
Vermont
$41.6M +$1.43M +5,421 +3%
UI
872
Untitled Investments
New York
$41.4M +$5.05M +19,120 +12%
JCM
873
Jag Capital Management
Missouri
$41.3M -$4.18M -15,815 -8%
RS
874
Robeco Schweiz
Switzerland
$41.3M +$6.47M +24,495 +16%
CIA
875
Capital Investment Advisors
Georgia
$41.3M +$169K +641 +0.4%

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.