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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
FI
1426
Financial Insights
Washington
$16.8M +$5.9M +22,352 +45%
AWAG
1427
ARS Wealth Advisors Group
Florida
$16.7M +$1.14M +4,332 +6%
FMAEN1
1428
Fund Management at Engine No 1
California
$16.7M -$1.01M -3,808 -5%
HWM
1429
Hohimer Wealth Management
Washington
$16.6M +$1.33M +5,052 +8%
SMFG
1430
Sumitomo Mitsui Financial Group
Japan
$16.6M -$2.74M -10,394 -13%
CCM
1431
Cohen Capital Management
California
$16.6M +$264K +1,000 +1%
PAM
1432
Peak Asset Management
Colorado
$16.6M +$563K +2,133 +3%
JAG
1433
Journey Advisory Group
Kentucky
$16.6M +$1.8M +6,830 +11%
TS
1434
Tamar Securities
California
$16.6M +$1.96M +7,417 +12%
WCM
1435
Weik Capital Management
Pennsylvania
$16.6M -$245K -927 -1%
MADR
1436
Milestones Administradora de Recursos
Brazil
$16.5M +$5.11M +19,360 +37%
PPW
1437
Parcion Private Wealth
Washington
$16.5M -$6.79M -25,708 -27%
GIA
1438
GHP Investment Advisors
Colorado
$16.5M +$534K +2,024 +3%
BDF
1439
Balasa Dinverno & Foltz
$16.5M +$579K +2,193 +3%
WIS
1440
Wright Investors Service
Connecticut
$16.4M -$409K -1,550 -2%
DBT
1441
Dubuque Bank & Trust
Iowa
$16.4M -$1.31M -4,959 -7%
TFA
1442
Toth Financial Advisory
Virginia
$16.4M +$350K +1,327 +2%
VST
1443
Van Strum & Towne
California
$16.3M -$129K -490 -0.7%
SBIA
1444
Sheaff Brock Investment Advisors
Indiana
$16.3M -$481K -1,820 -3%
VV
1445
Verity & Verity
South Carolina
$16.3M +$571K +2,163 +3%
CPIG
1446
Chicago Partners Investment Group
Illinois
$16.3M +$796K +3,016 +4%
AMCA
1447
Arthur M. Cohen & Associates
Illinois
$16.3M -$233K -883 -1%
JF
1448
Jump Financial
Illinois
$16.3M +$18.5M +69,912 New
SWA
1449
SFMG Wealth Advisors
Texas
$16.3M +$256K +970 +1%
FM
1450
Foster & Motley
Ohio
$16.3M -$392K -1,484 -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.