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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
UBV
1126
United Bank (Virginia)
Virginia
$26.2M -$1.09M -4,120 -4%
CM
1127
Capula Management
Cayman Islands
$26.1M +$4.91M +18,604 +20%
GGS
1128
Galvin Gaustad & Stein
Arizona
$26.1M +$26.4K +100 +0.1%
KJWM
1129
Kiley Juergens Wealth Management
Washington
$26.1M +$238K +903 +0.8%
SCM
1130
Schnieders Capital Management
California
$26.1M +$4.37M +16,565 +17%
FAIM
1131
Financial Advocates Investment Management
Washington
$26M -$5.6M -21,214 -16%
HVIA
1132
Hudson Valley Investment Advisors
New York
$26M +$1.88M +7,108 +7%
BP
1133
Ballentine Partners
Massachusetts
$25.9M +$2.68M +10,159 +10%
FSA
1134
Fort Sheridan Advisors
Illinois
$25.9M +$479K +1,813 +2%
AAM
1135
Azzad Asset Management
Virginia
$25.9M +$379K +1,436 +1%
CM
1136
Churchill Management
California
$25.8M -$168K -635 -0.6%
CIP
1137
Cornerstone Investment Partners
Georgia
$25.7M +$29.2M +110,409 New
FA
1138
Fagan Associates
New York
$25.7M -$123K -466 -0.4%
PAM
1139
Private Asset Management
California
$25.7M -$249K -943 -0.8%
BCM
1140
Brookstone Capital Management
Illinois
$25.6M -$415K -1,571 -1%
MIC
1141
Means Investment Company
Maine
$25.5M +$209K +791 +0.7%
GP
1142
Girard Partners
Pennsylvania
$25.5M +$145K +550 +0.5%
NIM
1143
Nexus Investment Management
Ontario, Canada
$25.5M +$323K +1,225 +1%
TCA
1144
Transcend Capital Advisors
New Jersey
$25.4M +$913K +3,457 +3%
BAM
1145
Belpointe Asset Management
Nevada
$25.4M +$631K +2,388 +2%
WP
1146
WMS Partners
Maryland
$25.4M -$670K -2,539 -2%
WC
1147
Whitney & Co
New York
$25.4M +$55.5K +210 +0.2%
IPAM
1148
ICICI Prudential Asset Management
India
$25.4M +$19M +71,769 +200%
SCA
1149
Stonebridge Capital Advisors
Minnesota
$25.2M +$1.3M +4,928 +5%
PCM
1150
Pennsylvania Capital Management
Pennsylvania
$25.2M -$235K -889 -0.8%

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.