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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
SLI
1076
Sumitomo Life Insurance
Japan
$28.2M -$2.89M -10,963 -8%
EFM
1077
E Fund Management
China
$28.2M -$247K -934 -0.8%
TCOT
1078
Trust Company of Toledo
Ohio
$28.1M -$1.24M -4,700 -4%
SAM
1079
Sabadell Asset Management
Spain
$28.1M -$1.85M -7,009 -6%
CCM
1080
Cadian Capital Management
New York
$28M
OA
1081
Oak Associates
Ohio
$28M +$183K +694 +0.6%
GG
1082
Greenwood Gearhart
Arkansas
$28M +$940K +3,559 +3%
RMC
1083
Resources Management Corp
Connecticut
$28M -$280K -1,061 -0.9%
RWM
1084
Ritholtz Wealth Management
New York
$27.9M +$14M +52,983 +79%
FPAS
1085
Focus Partners Advisor Solutions
Missouri
$27.8M +$18.4M +69,695 +140%
WTB
1086
Washington Trust Bank
Washington
$27.8M -$458K -1,733 -1%
CCMD
1087
Cypress Capital Management (Delaware)
Delaware
$27.8M -$5.73M -21,712 -15%
DAS
1088
Dynamic Advisor Solutions
Arizona
$27.7M -$896K -3,394 -3%
ETC
1089
Exchange Traded Concepts
Oklahoma
$27.7M -$4.62M -17,498 -13%
5L
1090
55I LLC
Massachusetts
$27.7M +$19.2M +72,845 +158%
HT
1091
Heritage Trust
Oklahoma
$27.7M -$19.8K -75 -0.1%
NOCM
1092
Night Owl Capital Management
Connecticut
$27.7M +$1.37M +5,172 +5%
CAMG
1093
CWA Asset Management Group
Florida
$27.6M -$493K -1,866 -2%
AAM
1094
Auxier Asset Management
Oregon
$27.6M -$16.6K -63 -0.1%
VHAM
1095
Van Hulzen Asset Management
California
$27.5M +$734K +2,778 +2%
BFEC
1096
Benjamin F. Edwards & Company
Missouri
$27.4M -$262K -992 -0.8%
FB
1097
Fulton Bank
Pennsylvania
$27.4M +$475K +1,799 +2%
TW
1098
Transform Wealth
Colorado
$27.4M +$748K +2,832 +2%
BCM
1099
BTC Capital Management
Iowa
$27.4M -$75.3K -285 -0.2%
LA
1100
Lynch & Associates
Indiana
$27.3M -$776K -2,939 -2%

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.