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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
SFA
901
Sequoia Financial Advisors
Ohio
$39.5M -$3.47M -13,128 -7%
MHIC
902
Marble Harbor Investment Counsel
Massachusetts
$39.4M +$44.7M +169,262 New
BBA
903
BLB&B Advisors
Pennsylvania
$39.2M +$580K +2,197 +1%
BIAS
904
Beacon Investment Advisory Services
New Jersey
$39.2M +$605K +2,292 +1%
PFS
905
Prospera Financial Services
Texas
$39.2M +$1.63M +6,168 +4%
MAM
906
Mastrapasqua Asset Management
Tennessee
$39.2M +$37.2K +141 +0.1%
NI
907
Noked Israel
Israel
$38.8M +$16.8M +63,533 +62%
MCM
908
McKinley Capital Management
Alaska
$38.8M -$566K -2,145 -1%
BBI
909
Baxter Bros Inc
Connecticut
$38.7M -$801K -3,032 -2%
IG
910
Ithaka Group
Virginia
$38.3M -$1.19M -4,515 -3%
VCM
911
Vigilant Capital Management
Maine
$38.1M +$2.33M +8,818 +6%
FMLI
912
Fukoku Mutual Life Insurance
Japan
$38.1M -$1.71M -6,477 -4%
BAAM
913
Baker Avenue Asset Management
California
$38M -$258K -977 -0.6%
CC
914
Cornerstone Capital
California
$37.9M +$753K +2,853 +2%
GIM
915
Grassi Investment Management
California
$37.8M -$52.5K -199 -0.1%
LMIM
916
Lockheed Martin Investment Management
Maryland
$37.7M +$14.7M +55,600 +52%
PCIA
917
Prime Capital Investment Advisors
Kansas
$37.7M +$15.6M +59,175 +58%
BFA
918
Bragg Financial Advisors
North Carolina
$37.6M -$475K -1,800 -1%
TIA
919
Tandem Investment Advisors
South Carolina
$37.6M +$3.47M +13,132 +9%
CTA
920
Colonial Trust Advisors
South Carolina
$37.5M +$1.09M +4,134 +3%
AC
921
Armistice Capital
New York
$37.5M +$6.6M +25,000 +18%
MAA
922
Matrix Asset Advisors
New York
$37.4M -$107K -406 -0.3%
IWC
923
Integrated Wealth Concepts
Massachusetts
$37.4M +$214K +809 +0.5%
CWM
924
Congress Wealth Management
Massachusetts
$37.3M +$509K +1,929 +1%
MAM
925
Madison Asset Management
Wisconsin
$37.3M +$4.69M +17,743 +12%

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.