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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
BL
1651
BFSG LLC
California
$12.4M -$495K -1,874 -3%
LSPW
1652
Lake Street Private Wealth
Illinois
$12.4M -$282K -1,067 -2%
LSA
1653
L & S Advisors
California
$12.4M -$3.44M -13,037 -20%
FNB
1654
Farmers National Bank
Kentucky
$12.3M +$154K +585 +1%
HCM
1655
Hodges Capital Management
Texas
$12.3M -$2.65M -10,048 -16%
KPW
1656
Kore Private Wealth
New York
$12.3M -$325K -1,229 -2%
HFM
1657
Hartford Financial Management
Connecticut
$12.3M -$102K -386 -0.7%
GLAM
1658
Gardner Lewis Asset Management
Pennsylvania
$12.3M -$37K -140 -0.3%
CICI
1659
Capital Investment Counsel Inc
North Carolina
$12.3M -$279K -1,057 -2%
CRB
1660
Chad R. Baker
$12.3M
FSCM
1661
First Sabrepoint Capital Management
Texas
$12.2M +$713K +2,700 +5%
CFGS
1662
Concourse Financial Group Securities
Alabama
$12.2M +$632K +2,395 +5%
DCM
1663
Decatur Capital Management
Georgia
$12.2M +$1.85K +7 +0%
RGC
1664
Roberts, Glore & Co
Illinois
$12.2M +$25.3K +96 +0.2%
SIM
1665
Sentry Investment Management
Wisconsin
$12.2M +$174K +660 +1%
S
1666
swisspartners
Liechtenstein
$12.2M -$119K -450 -0.9%
AFM
1667
Andesa Financial Management
Pennsylvania
$12.2M +$6.13M +23,203 +80%
MCG
1668
McCollum Christoferson Group
New York
$12.2M -$156K -592 -1%
GWM
1669
Greenwich Wealth Management
Connecticut
$12.2M +$95.6K +362 +0.7%
GWS
1670
Glassman Wealth Services
Virginia
$12.1M +$193K +730 +1%
IFWM
1671
Institute for Wealth Management
Colorado
$12.1M +$24.6K +93 +0.2%
FC
1672
FORA Capital
Florida
$12.1M +$13.7M +52,012 New
MGM
1673
Miura Global Management
New York
$12.1M +$528K +2,000 +4%
ACM
1674
Allred Capital Management
Texas
$12.1M -$67.9K -257 -0.5%
AWA
1675
Arete Wealth Advisors
Illinois
$12.1M +$6.12M +23,162 +81%

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.