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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
SBCM
1551
Schwerin Boyle Capital Management
Massachusetts
$14M -$185K -700 -1%
AIA
1552
Allied Investment Advisors
Montana
$14M +$213K +807 +1%
SAM
1553
Stansberry Asset Management
Texas
$14M +$738K +2,794 +5%
CSUI
1554
Cincinnati Specialty Underwriters Insurance
Ohio
$14M
PGAM
1555
Princeton Global Asset Management
New Jersey
$13.9M +$1.32K +5 +0%
ZIG
1556
Zuckerman Investment Group
Illinois
$13.9M +$438K +1,658 +3%
KC
1557
Knuff & Co
California
$13.9M -$233K -882 -1%
RIM
1558
Regent Investment Management
Kentucky
$13.9M +$191K +725 +1%
AG
1559
Ascent Group
Virginia
$13.9M +$1.18M +4,487 +8%
FFN
1560
Focus Financial Network
Minnesota
$13.8M +$521K +1,973 +3%
MCM
1561
Makena Capital Management
California
$13.8M -$2.04M -7,725 -12%
AIMC
1562
Alley Investment Management Company
Illinois
$13.8M +$23.5K +89 +0.2%
NG
1563
NatWest Group
United Kingdom
$13.8M +$2.65M +10,038 +20%
YWP
1564
YorkBridge Wealth Partners
New York
$13.8M +$812K +3,077 +5%
EAM
1565
EULAV Asset Management
Florida
$13.7M -$1.06M -4,015 -6%
GL
1566
Graypoint LLC
New York
$13.7M -$727K -2,753 -4%
MFWM
1567
Motley Fool Wealth Management
Virginia
$13.7M +$215K +813 +1%
PBC
1568
Pavion Blue Capital
California
$13.7M -$18.2K -69 -0.1%
DI
1569
Diligent Investors
California
$13.7M -$16.1K -61 -0.1%
MC
1570
Miramar Capital
Illinois
$13.7M +$2.69M +10,186 +20%
TW
1571
TrinityPoint Wealth
Connecticut
$13.6M +$312K +1,181 +2%
MIP
1572
Marietta Investment Partners
Wisconsin
$13.6M +$9.51K +36 +0.1%
BB
1573
Berkshire Bank
Massachusetts
$13.6M -$80.3K -304 -0.5%
GEA
1574
Glen Eagle Advisors
New Jersey
$13.6M -$418K -1,583 -3%
CHC
1575
City Holding Co
West Virginia
$13.6M -$269K -1,020 -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.