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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
CCM
1626
Condor Capital Management
New Jersey
$12.8M +$561K +2,125 +4%
APSI
1627
Asset Planning Services Inc
Louisiana
$12.8M -$52.8K -200 -0.4%
CCMINC
1628
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.8M -$115K -437 -0.8%
SAM
1629
Strategy Asset Managers
California
$12.7M +$337K +1,276 +2%
WF
1630
Wayfinding Financial
Washington
$12.7M +$97.7K +370 +0.7%
CAM
1631
Cubic Asset Management
Massachusetts
$12.7M +$13.2K +50 +0.1%
RWM
1632
Rench Wealth Management
Texas
$12.7M +$112K +425 +0.8%
SIC
1633
Sigma Investment Counselors
Michigan
$12.7M +$21.4K +81 +0.1%
AWE
1634
Avidian Wealth Enterprises
Texas
$12.7M +$693K +2,626 +5%
HCM
1635
Horiko Capital Management
New York
$12.7M +$86.3K +327 +0.6%
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$12.6M +$70.5K +267 +0.5%
HPIA
1637
Hamilton Point Investment Advisors
North Carolina
$12.6M +$271K +1,025 +2%
Koshinski Asset Management
1638
Koshinski Asset Management
Illinois
$12.6M +$66K +250 +0.5%
AF
1639
Ally Financial
Michigan
$12.6M
WAS
1640
WESPAC Advisors SoCal
California
$12.6M -$148K -561 -1%
NP
1641
NorthRock Partners
Minnesota
$12.5M -$303K -1,146 -2%
BC
1642
Brookfield Corp
Ontario, Canada
$12.5M +$8.43M +31,922 +146%
MWM
1643
Mattern Wealth Management
Kansas
$12.5M +$115K +435 +0.8%
SAM
1644
Shikiar Asset Management
New York
$12.4M -$108K -410 -0.8%
VA
1645
Valmark Advisers
Ohio
$12.4M -$24.6K -93 -0.2%
IGWM
1646
ICA Group Wealth Management
Colorado
$12.4M +$822K +3,114 +6%
SCP
1647
Seizert Capital Partners
Michigan
$12.4M +$49.4K +187 +0.4%
Q
1648
QVR
California
$12.4M +$3.07M +11,641 +28%
TPWA
1649
TRUE Private Wealth Advisors
Oregon
$12.4M +$144K +546 +1%
JSC
1650
Jackson Square Capital
California
$12.4M +$1.01M +3,810 +8%

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.