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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
BCP
1601
Bluegrass Capital Partners
Florida
$13M +$1.06M +4,000 +8%
WCF
1602
West Coast Financial
California
$13M +$146K +552 +1%
MHS
1603
M Holdings Securities
Oregon
$13M -$386K -1,460 -3%
HIM
1604
Hotaling Investment Management
Pennsylvania
$13M +$179K +677 +1%
AWM
1605
Angeles Wealth Management
California
$13M -$7.66K -29 -0.1%
NEAM
1606
New England Asset Management
Connecticut
$13M -$423K -1,603 -3%
CT
1607
Clearstead Trust
Maine
$13M +$5.41M +20,493 +58%
LCC
1608
Lincoln Capital Corp
Rhode Island
$13M -$94.5K -358 -0.6%
GWSG
1609
GPS Wealth Strategies Group
Colorado
$13M +$91.4K +346 +0.6%
MSS
1610
Mitchell Sinkler & Starr
Pennsylvania
$13M +$67.6K +256 +0.5%
S
1611
Seeyond
France
$13M -$1.42M -5,395 -9%
VF
1612
Virtu Financial
New York
$12.9M +$10.8M +40,814 +278%
CCM
1613
Campbell Capital Management
Florida
$12.9M -$135K -510 -0.9%
ZF
1614
Zhang Financial
Michigan
$12.9M +$266K +1,006 +2%
LOAMS
1615
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.9M +$125K +474 +0.9%
FHA
1616
Flagship Harbor Advisors
Massachusetts
$12.9M -$1.58K -6 -0%
BMC
1617
Benin Management Corp
Connecticut
$12.9M -$72.9K -276 -0.5%
LWM
1618
Laidlaw Wealth Management
New York
$12.9M -$424K -1,604 -3%
CF
1619
Centaurus Financial
California
$12.9M +$1.21M +4,568 +9%
HIC
1620
Holderness Investments Company
North Carolina
$12.9M -$375K -1,421 -3%
CUAMC
1621
China Universal Asset Management Company
China
$12.8M -$396K -1,500 -3%
RC
1622
RBF Capital
California
$12.8M
EIM
1623
Essex Investment Management
Massachusetts
$12.8M -$170K -644 -1%
ERWM
1624
Elk River Wealth Management
Colorado
$12.8M +$563K +2,131 +4%
TC
1625
Tenere Capital
New York
$12.8M -$4.25M -16,100 -23%

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.