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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
IFG
1201
Independent Financial Group
California
$23.3M -$1.15M -4,367 -4%
FHB
1202
First Hawaiian Bank
Hawaii
$23.2M +$253K +958 +1%
HAIM
1203
Hunter Associates Investment Management
Pennsylvania
$23.2M +$64.7K +245 +0.2%
VWM
1204
Valley Wealth Managers
New Jersey
$23.1M -$1.42M -5,360 -5%
HIA
1205
Harbor Investment Advisory
Maryland
$23.1M +$198K +748 +0.8%
CAM
1206
Columbia Asset Management
Michigan
$23M +$268K +1,016 +1%
SAM
1207
Sycomore Asset Management
France
$23M +$2.42M +9,170 +10%
RSWM
1208
Robertson Stephens Wealth Management
California
$23M +$381K +1,444 +1%
AA
1209
Auxano Advisors
Washington
$23M +$3.21M +12,145 +14%
CC
1210
Criteria Caixa
Spain
$22.9M +$634K +2,400 +3%
VIP
1211
Vantage Investment Partners
Missouri
$22.9M -$28.3M -107,150 -52%
LFAS
1212
Level Four Advisory Services
Texas
$22.9M +$101K +383 +0.4%
CANC
1213
Culbertson A N & Co
Virginia
$22.7M -$579K -2,194 -2%
RPC
1214
Rossmore Private Capital
Connecticut
$22.6M +$325K +1,229 +1%
RF
1215
Rollins Financial
Georgia
$22.6M +$2.07M +7,841 +9%
MMG
1216
Monetary Management Group
Missouri
$22.6M -$739K -2,800 -3%
DJSG
1217
D.J. St. Germain
Massachusetts
$22.6M
EFS
1218
Essex Financial Services
Connecticut
$22.6M +$402K +1,522 +2%
MWM
1219
Madison Wealth Management
Ohio
$22.6M -$252K -953 -1%
CMI
1220
Clare Market Investments
Texas
$22.5M -$494K -1,870 -2%
NB
1221
NBT Bank
New York
$22.5M -$360K -1,365 -1%
IIC
1222
Ironwood Investment Counsel
Arizona
$22.5M +$449K +1,701 +2%
VWA
1223
Visionary Wealth Advisors
Illinois
$22.5M -$703K -2,662 -3%
EWM
1224
Edge Wealth Management
New York
$22.5M +$335K +1,268 +1%
MCM
1225
Mitchell Capital Management
Kansas
$22.4M +$192K +726 +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.