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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
CB
1451
Community Bank
New York
$16.2M +$321K +1,215 +2%
ZCA
1452
Zeke Capital Advisors
Pennsylvania
$16.2M -$717K -2,715 -4%
SWM
1453
Stockman Wealth Management
Montana
$16.2M +$339K +1,285 +2%
CP
1454
Capital Planning
Washington
$16.1M -$1.1M -4,154 -6%
IIM
1455
Ipswich Investment Management
Massachusetts
$16.1M -$754K -2,856 -4%
VCM
1456
Vision Capital Management
Oregon
$16.1M +$129K +488 +0.7%
SC
1457
Scholtz & Company
Connecticut
$16.1M -$7.09M -26,844 -29%
PCTC
1458
Perkins Coie Trust Company
Washington
$16.1M +$121K +458 +0.7%
VWM
1459
Venturi Wealth Management
Texas
$16M +$1.05M +3,973 +6%
BCMO
1460
Buckingham Capital Management (Ohio)
Ohio
$16M +$489K +1,852 +3%
FTC
1461
Farmers Trust Company
Ohio
$16M -$73.9K -280 -0.4%
FIB
1462
First Interstate Bank
Montana
$15.9M +$486K +1,840 +3%
AFT
1463
Alpha Family Trust
California
$15.9M +$607K +2,300 +3%
PA
1464
Perennial Advisors
New York
$15.9M +$1.21M +4,595 +7%
SAM
1465
Sompo Asset Management
Japan
$15.9M +$2.81M +10,630 +18%
RWA
1466
River Wealth Advisors
Pennsylvania
$15.9M -$310K -1,174 -2%
HKIM
1467
Hayek Kallen Investment Management
Alabama
$15.9M -$116K -438 -0.6%
FMTC
1468
Farmers & Merchants Trust Company
California
$15.8M -$54.4K -206 -0.3%
B
1469
Bellecapital
Switzerland
$15.8M -$1.37M -5,196 -7%
GEM
1470
Global Endowment Management
North Carolina
$15.8M
AF
1471
Arrow Financial
New York
$15.8M -$198K -751 -1%
MAM
1472
Mark Asset Management
New York
$15.7M -$3.7K -14 -0%
WSC
1473
Wellington Shields & Co
New York
$15.7M +$132K +500 +0.7%
IEFM
1474
IQ EQ Fund Management
Ireland
$15.7M -$740K -2,803 -4%
BP
1475
Broadleaf Partners
Ohio
$15.6M -$93.2K -353 -0.5%

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.