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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
BGDI
1026
BW Gestao de Investimentos
Brazil
$30.9M +$17.7M +66,890 +102%
CB
1027
Cadence Bank
Mississippi
$30.9M +$12.6M +47,729 +56%
RWP
1028
RWA Wealth Partners
Massachusetts
$30.8M +$883K +3,345 +3%
AC
1029
Addenda Capital
Quebec, Canada
$30.6M +$3.01M +11,386 +9%
PAI
1030
Pittenger & Anderson Inc
Nebraska
$30.5M +$222K +839 +0.6%
S
1031
SignatureFD
Georgia
$30.5M +$1.05M +3,975 +3%
SRC
1032
Shufro Rose & Co
New York
$30.4M +$1.2M +4,537 +4%
Wealth Enhancement Advisory Services
1033
Wealth Enhancement Advisory Services
Minnesota
$30.4M -$3.9M -14,757 -10%
RC
1034
Roundview Capital
New Jersey
$30.4M +$804K +3,043 +2%
DAM
1035
Deltec Asset Management
New York
$30.4M +$422K +1,600 +1%
WMSA
1036
Weiss Multi-Strategy Advisers
New York
$30.4M +$5.83M +22,082 +20%
PA
1037
PFG Advisors
Arizona
$30.3M +$337K +1,275 +1%
VAS
1038
Vestmark Advisory Solutions
Massachusetts
$30.3M +$2.16M +8,197 +7%
PWAG
1039
Polaris Wealth Advisory Group
California
$30.3M -$548K -2,074 -2%
TC
1040
Telemus Capital
Michigan
$30.2M +$1.13M +4,266 +3%
PR
1041
Payden & Rygel
California
$30.1M +$11.3M +42,800 +50%
MC
1042
MIG Capital
California
$30M -$11.9M -45,134 -26%
FCMC
1043
Founders Capital Management (Connecticut)
Connecticut
$29.8M +$530K +2,008 +2%
WAM
1044
Wilsey Asset Management
California
$29.8M -$11.1K -42 -0%
SCA
1045
Stillwater Capital Advisors
Pennsylvania
$29.8M -$2.15M -8,143 -6%
Optiver Holding
1046
Optiver Holding
Netherlands
$29.7M +$15.7M +59,429 +87%
GKWIM
1047
Gerber Kawasaki Wealth & Investment Management
California
$29.7M +$952K +3,605 +3%
XL
1048
XN LP
New York
$29.7M +$33.7M +127,497 New
AP
1049
Appleton Partners
Massachusetts
$29.6M +$144K +544 +0.4%
FTDI
1050
First Trust Direct Indexing
Massachusetts
$29.5M -$344K -1,303 -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.