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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
CAG
1576
Csenge Advisory Group
Florida
$13.5M +$100K +380 +0.7%
KA
1577
Kovack Advisors
Florida
$13.5M -$1.62M -6,141 -10%
PT
1578
Plimoth Trust
Massachusetts
$13.5M -$155K -587 -1%
TCM
1579
Trybe Capital Management
Connecticut
$13.5M -$954K -3,614 -6%
BC
1580
BIT Capital
Germany
$13.5M -$649K -2,458 -4%
VW
1581
Vantage Wealth
California
$13.4M +$1.31M +4,953 +9%
MCM
1582
Monarch Capital Management
Indiana
$13.4M -$510K -1,932 -3%
AAM
1583
Augustine Asset Management
Florida
$13.4M +$45.4K +172 +0.3%
DBG
1584
De Burlo Group
Massachusetts
$13.4M +$12.3M +46,659 +431%
AIM
1585
Arcadia Investment Management
Michigan
$13.4M -$287K -1,086 -2%
HI
1586
Harbour Investments
Wisconsin
$13.4M
IAS
1587
Investment Advisory Services
Texas
$13.3M -$52K -197 -0.3%
ATI
1588
Act Two Investors
California
$13.3M -$24K -91 -0.2%
AAS
1589
Annex Advisory Services
Wisconsin
$13.3M +$1.26M +4,766 +9%
MWA
1590
Meridian Wealth Advisors
Texas
$13.3M -$253K -959 -2%
HC
1591
Hendley & Co
Ohio
$13.3M -$35.6K -135 -0.2%
BS
1592
Bessemer Securities
New York
$13.2M -$779K -2,950 -5%
III
1593
Independent Investors Inc
New York
$13.2M -$67.3K -255 -0.4%
KHLMTHM
1594
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.2M
BEAM
1595
Baker Ellis Asset Management
Washington
$13.2M +$164K +620 +1%
FFA
1596
Fragasso Financial Advisors
Pennsylvania
$13.2M +$809K +3,064 +6%
CWM
1597
Cornerstone Wealth Management
Missouri
$13.2M +$286K +1,084 +2%
EVM
1598
Evelyn V. Moreno
$13.1M -$11.9M -44,944 -44%
CT
1599
Colonial Trust
South Carolina
$13.1M +$14.8M +56,068 New
CPC
1600
Consolidated Planning Corp
Georgia
$13.1M -$269K -1,019 -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.