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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
SEIA
926
Signature Estate & Investment Advisors
California
$37.1M +$1.13M +4,284 +3%
NHC
927
Nicholas Hoffman & Company
Georgia
$37.1M +$258K +978 +0.6%
GC
928
Grimes & Company
Massachusetts
$37.1M +$416K +1,575 +1%
MA
929
Montag & Associates
Georgia
$37.1M +$1.48M +5,607 +4%
NCM
930
Narwhal Capital Management
Georgia
$37.1M -$996K -3,773 -2%
MGIA
931
Matthew Goff Investment Advisor
Texas
$37M -$58.6K -222 -0.1%
TAIM
932
Te Ahumairangi Investment Management
New Zealand
$37M +$289K +1,095 +0.7%
BSW
933
Buckingham Strategic Wealth
Missouri
$36.9M +$500K +1,894 +1%
PAM
934
Palisade Asset Management
Minnesota
$36.7M -$13.5K -51 -0%
LBC
935
Lowe Brockenbrough & Co
Virginia
$36.6M -$1.3M -4,926 -3%
MIM
936
Manitou Investment Management
Ontario, Canada
$36.6M -$49.4K -187 -0.1%
ET
937
Equitable Trust
Tennessee
$36.5M +$387K +1,464 +0.9%
GCM
938
Glenview Capital Management
New York
$36.5M -$12.8M -48,638 -24%
SW
939
SteelPeak Wealth
California
$36.3M +$8.51M +32,241 +26%
BCAM
940
Boston Common Asset Management
Massachusetts
$36.3M -$285K -1,078 -0.7%
BFO
941
Boston Family Office
Massachusetts
$36.3M -$244K -923 -0.6%
VFA
942
Valeo Financial Advisors
Indiana
$36.2M +$1.29M +4,876 +3%
JMFC
943
J.M. Forbes & Co
Massachusetts
$36M +$561K +2,126 +1%
AF
944
Allworth Financial
California
$35.9M +$1.22M +4,619 +3%
WIC
945
Willis Investment Counsel
Georgia
$35.8M -$4.09M -15,495 -9%
AWM
946
Apollon Wealth Management
South Carolina
$35.8M +$2.31M +8,759 +6%
Pacer Advisors
947
Pacer Advisors
Pennsylvania
$35.8M +$1.95M +7,392 +5%
BC
948
Burney Company
Virginia
$35.7M -$3.08M -11,683 -7%
PA
949
Parallel Advisors
California
$35.6M +$959K +3,632 +2%
ERIM
950
Eagle Ridge Investment Management
Connecticut
$35.6M -$493K -1,867 -1%

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.