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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
LW
1051
Linscomb Wealth
Texas
$29.4M -$201K -761 -0.6%
Squarepoint
1052
Squarepoint
New York
$29.4M -$18.4M -69,794 -36%
SGA
1053
Strategic Global Advisors
California
$29.4M -$2.19M -8,284 -6%
ACM
1054
Academy Capital Management
Texas
$29.3M +$52K +197 +0.2%
MWM
1055
Meridian Wealth Management
Kentucky
$29.3M -$9.77M -36,995 -23%
OMC
1056
Overbrook Management Corp
New York
$29.3M +$9.52M +36,058 +40%
AUB
1057
Atlantic Union Bankshares
Virginia
$29.2M -$1.31M -4,956 -4%
EH
1058
Equitable Holdings
New York
$29.2M +$300K +1,135 +0.9%
Alyeska Investment Group
1059
Alyeska Investment Group
Illinois
$29.2M -$8.32M -31,503 -20%
LOAME
1060
Lombard Odier Asset Management (Europe)
United Kingdom
$29.1M +$1.4M +5,317 +4%
USCWA
1061
U.S. Capital Wealth Advisors
Texas
$29M +$110K +417 +0.3%
CPM
1062
Crescent Park Management
California
$28.9M +$990K +3,748 +3%
ST
1063
Spinnaker Trust
Maine
$28.9M -$118K -447 -0.4%
DWT
1064
Dorsey & Whitney Trust
South Dakota
$28.8M +$652K +2,468 +2%
AHC
1065
Anderson Hoagland & Co
Missouri
$28.8M +$374K +1,417 +1%
SPC
1066
Stewart & Patten Company
California
$28.7M +$352K +1,333 +1%
RG
1067
Renaissance Group
Kentucky
$28.5M +$254K +962 +0.8%
PCM
1068
Palisade Capital Management
New Jersey
$28.5M -$65.7K -249 -0.2%
CC
1069
Chicago Capital
Illinois
$28.4M -$66.3K -251 -0.2%
MAG
1070
Mass Ave Global
New York
$28.4M +$13.6M +51,405 +73%
RSVP
1071
Ramsay Stattman Vela & Price
Colorado
$28.4M -$115K -434 -0.4%
CA
1072
CapWealth Advisors
Tennessee
$28.3M -$131K -496 -0.4%
TGCMU
1073
Titan Global Capital Management USA
New York
$28.3M -$584K -2,213 -2%
TF
1074
Tompkins Financial
New York
$28.2M -$643K -2,436 -2%
QCM
1075
Quantinno Capital Management
New York
$28.2M +$7.21M +27,313 +29%

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.