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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
VIA
1526
Vident Investment Advisory
Georgia
$14.5M +$2M +7,563 +11%
CNB
1527
Camden National Bank
Maine
$14.5M -$128K -484 -0.8%
RMSCM
1528
R.M. Sincerbeaux Capital Management
New York
$14.5M
CWG
1529
Cornerstone Wealth Group
North Carolina
$14.5M +$315K +1,193 +2%
SFO
1530
Stokes Family Office
Louisiana
$14.5M +$391K +1,480 +2%
BWP
1531
Balboa Wealth Partners
Arizona
$14.4M +$16.4M +61,968 New
HL
1532
HeadInvest LLC
Maine
$14.4M +$84.8K +321 +0.5%
NAMM
1533
NorthStar Asset Management (Massachusetts)
Massachusetts
$14.4M +$144K +547 +0.9%
LWANC
1534
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3M +$406K +1,536 +3%
RWM
1535
RKL Wealth Management
Pennsylvania
$14.3M +$163K +619 +1%
SVWAG
1536
Sound View Wealth Advisors Group
Georgia
$14.3M +$26.9K +102 +0.2%
GC
1537
Gratus Capital
Georgia
$14.3M +$1.62M +6,135 +11%
SWM
1538
Segment Wealth Management
Texas
$14.3M +$1.05M +3,972 +7%
ZB
1539
Zions Bancorporation
Utah
$14.3M -$178K -674 -1%
WF
1540
WoodTrust Financial
Wisconsin
$14.3M +$295K +1,116 +2%
DA
1541
DCM Advisors
New York
$14.2M -$2.11M -7,996 -12%
CS
1542
Comerica Securities
Michigan
$14.2M +$934K +3,537 +6%
CHCM
1543
Columbus Hill Capital Management
New Jersey
$14.2M
MG
1544
Mather Group
Illinois
$14.2M +$682K +2,584 +4%
VEPM
1545
Vista Equity Partners Management
California
$14.1M +$165K +626 +1%
ACM
1546
Adalta Capital Management
New York
$14.1M -$491K -1,860 -3%
SFG
1547
SevenBridge Financial Group
Pennsylvania
$14.1M +$1.53M +5,797 +11%
JIC
1548
Joel Isaacson & Co
New York
$14.1M +$469K +1,778 +3%
TFS
1549
TrustCore Financial Services
Tennessee
$14.1M -$120K -454 -0.7%
WAP
1550
Wealthcare Advisory Partners
Pennsylvania
$14M +$1.27M +4,818 +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.