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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
BCM
1476
Brasada Capital Management
Texas
$15.6M -$76K -288 -0.4%
EP
1477
Edgestream Partners
New Jersey
$15.6M -$12.9M -48,903 -42%
SSA
1478
South Street Advisors
New York
$15.6M -$202K -766 -1%
RIA
1479
RPG Investment Advisory
California
$15.6M +$1.91M +7,248 +12%
QI
1480
Qtron Investments
Massachusetts
$15.6M -$257K -973 -1%
IAIM
1481
International Assets Investment Management
Florida
$15.6M +$665K +2,520 +3%
BDA
1482
Borer Denton & Associates
Pennsylvania
$15.5M +$314K +1,188 +2%
AC
1483
Arjuna Capital
North Carolina
$15.5M +$678K +2,568 +4%
RIG
1484
Renaissance Investment Group
Massachusetts
$15.5M -$194K -736 -1%
ZAM
1485
Zevin Asset Management
Massachusetts
$15.5M +$746K +2,827 +4%
IB
1486
Iyo Bank
Japan
$15.4M
BRCM
1487
Bright Rock Capital Management
Massachusetts
$15.4M
PAIM
1488
Punch & Associates Investment Management
Minnesota
$15.4M +$320K +1,210 +2%
QCG
1489
Quadrant Capital Group
Ohio
$15.4M +$825K +3,125 +5%
SIM
1490
Stratos Investment Management
Ohio
$15.3M -$1.08M -4,083 -6%
CWM
1491
Curi Wealth Management
North Carolina
$15.3M +$536K +2,029 +3%
RIA
1492
Regal Investment Advisors
Michigan
$15.3M +$531K +2,010 +3%
SIA
1493
Soltis Investment Advisors
Utah
$15.3M +$5.56M +21,054 +47%
WP
1494
WealthSource Partners
California
$15.3M -$1.35M -5,122 -7%
RSS
1495
Rosenblum Silverman Sutton
California
$15.3M -$1.08M -4,081 -6%
FMWA
1496
Forvis Mazars Wealth Advisors
Missouri
$15.3M -$235K -891 -1%
AOWM
1497
Alpha Omega Wealth Management
Virginia
$15.2M -$424K -1,607 -2%
NO
1498
Ninety One
South Africa
$15.1M -$16.5M -62,594 -49%
SHGA
1499
Sand Hill Global Advisors
California
$15.1M -$316K -1,195 -2%
LJHT
1500
Laurie J. Hall Trustee
$15.1M -$53.9K -204 -0.3%

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.