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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
GAM
1276
Griffin Asset Management
New York
$20.7M +$125K +472 +0.5%
DAC
1277
Dividend Assets Capital
South Carolina
$20.7M -$535K -2,027 -2%
SWM
1278
SeaCrest Wealth Management
New York
$20.6M -$1.22M -4,614 -5%
AO
1279
Allen Operations
New York
$20.6M
AF
1280
Alerus Financial
North Dakota
$20.6M +$229K +868 +1%
GFA
1281
Gifford Fong Associates
California
$20.5M
LIA
1282
LS Investment Advisors
Michigan
$20.5M +$995K +3,770 +4%
MBTD
1283
Mechanics Bank - Trust Department
California
$20.5M -$278K -1,051 -1%
AWM
1284
Axxcess Wealth Management
California
$20.4M +$569K +2,155 +3%
BST
1285
Bath Savings Trust
Maine
$20.4M +$142K +539 +0.6%
KAS
1286
Kemnay Advisory Services
New York
$20.4M -$6.89M -26,080 -23%
PCOC
1287
Power Corp of Canada
Canada
$20.4M +$23.1M +87,545 New
MIM
1288
Marco Investment Management
Georgia
$20.4M -$332K -1,257 -1%
UAS
1289
United Asset Strategies
New York
$20.4M +$497K +1,881 +2%
AIM
1290
Anchor Investment Management
South Carolina
$20.4M +$138K +523 +0.6%
DLCIG
1291
D.L. Carlson Investment Group
New Hampshire
$20.3M -$479K -1,814 -2%
TCM
1292
Tufton Capital Management
Maryland
$20.2M -$7.7M -29,155 -25%
PWMAG
1293
Pinnacle Wealth Management Advisory Group
New Jersey
$20.1M +$590K +2,233 +3%
SGK
1294
Steigerwald Gordon & Koch
Virginia
$20.1M +$12.9K +49 +0.1%
CQS
1295
Credential Qtrade Securities
$20.1M -$2.53M -9,591 -10%
GIA
1296
Gladstone Institutional Advisory
Florida
$20.1M -$298K -1,128 -1%
MCM
1297
Moore Capital Management
New York
$20.1M +$9.19M +34,786 +68%
BC
1298
Burleson & Co
California
$20.1M -$108K -410 -0.5%
ILCM
1299
Ivy Lane Capital Management
Florida
$20M
1IA
1300
1834 Investment Advisors
Wisconsin
$20M -$214K -812 -0.9%

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.