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Microsoft

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
WI
1301
Wahed Invest
New York
$19.9M +$1.57M +5,930 +7%
RC
1302
Randolph Company
Ohio
$19.9M
HSA
1303
HBK Sorce Advisory
Pennsylvania
$19.9M +$7.57M +28,687 +50%
LWAC
1304
Laurel Wealth Advisors (California)
California
$19.9M -$226K -855 -1%
PCIG
1305
Partners Capital Investment Group
Massachusetts
$19.8M -$2.76M -10,455 -11%
PIMJS
1306
PKO Investment Management Joint-Stock
Poland
$19.8M
P
1307
Pitcairn
Pennsylvania
$19.8M -$124K -471 -0.6%
OPS
1308
Orion Portfolio Solutions
Nebraska
$19.7M +$245K +928 +1%
CJL
1309
Cyrus J. Lawrence
New York
$19.7M -$679K -2,570 -3%
GRP
1310
Global Retirement Partners
California
$19.7M +$846K +3,203 +4%
TAM
1311
Trust Asset Management
Texas
$19.7M +$1.53M +5,799 +7%
WCMN
1312
Westchester Capital Management (Nebraska)
Nebraska
$19.7M -$2.64K -10 -0%
SAM
1313
SP Asset Management
California
$19.7M -$90.3K -342 -0.4%
HFM
1314
Harvest Fund Management
China
$19.6M +$1.29M +4,872 +6%
BFC
1315
Blue Fin Capital
Rhode Island
$19.6M +$21.1K +80 +0.1%
PFU
1316
Parus Finance (UK)
United Kingdom
$19.5M +$3.15M +11,932 +17%
KWMG
1317
King Wealth Management Group
Florida
$19.5M +$54.4K +206 +0.2%
HBT
1318
Hills Bank & Trust
Iowa
$19.5M +$593K +2,245 +3%
CAM
1319
Covenant Asset Management
New Jersey
$19.5M -$59.9K -227 -0.3%
CW
1320
CreativeOne Wealth
Kansas
$19.4M +$1.39M +5,271 +7%
PMG
1321
ProVise Management Group
Florida
$19.4M +$1.24M +4,691 +6%
ECG
1322
Edge Capital Group
Georgia
$19.4M +$21.2M +80,353 +2,841%
LWM
1323
Lyell Wealth Management
California
$19.4M +$277K +1,048 +1%
MWM
1324
Modera Wealth Management
New Jersey
$19.4M -$698K -2,644 -3%
LSAG
1325
Lake Street Advisors Group
New Hampshire
$19.3M +$754K +2,854 +4%

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.