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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
MAM
1701
Morse Asset Management
Connecticut
$11.7M -$688K -2,605 -5%
SNB
1702
Security National Bank
Nebraska
$11.7M -$106K -403 -0.8%
BFA
1703
Benedict Financial Advisors
Georgia
$11.6M -$257K -975 -2%
GCM
1704
Gabalex Capital Management
New York
$11.6M
GLA
1705
Good Life Advisors
Pennsylvania
$11.6M +$341K +1,290 +3%
FFM
1706
Forum Financial Management
Illinois
$11.6M +$771K +2,920 +6%
IC
1707
Iconiq Capital
California
$11.6M +$8.78M +33,241 +200%
HW
1708
Hamilton Wealth
California
$11.6M +$639K +2,419 +5%
APP
1709
Avantax Planning Partners
Iowa
$11.6M +$234K +885 +2%
FNBTCON
1710
First National Bank & Trust Co of Newtown
Pennsylvania
$11.6M -$114K -433 -0.9%
LOIM
1711
Liberty One Investment Management
Illinois
$11.6M +$2.97M +11,238 +29%
CCT
1712
Capital City Trust
Florida
$11.6M -$146K -553 -1%
DSC
1713
Duncker Streett & Co
Missouri
$11.5M -$16.4K -62 -0.1%
MBT
1714
Montecito Bank & Trust
California
$11.5M -$27.5K -104 -0.2%
HIC
1715
Harbor Island Capital
Massachusetts
$11.5M -$435K -1,648 -3%
BCB
1716
Brian C. Broderick
$11.5M +$14.5K +55 +0.1%
AL
1717
Aspiriant LLC
California
$11.5M +$814K +3,082 +7%
CA
1718
Continuum Advisory
Idaho
$11.5M +$751K +2,846 +6%
BWAM
1719
Boyd Watterson Asset Management
Ohio
$11.4M -$29.8K -113 -0.2%
NCL
1720
Nishkama Capital LLC
Puerto Rico
$11.4M +$13M +49,100 New
RHDIC
1721
R.H. Dinel Investment Counsel
California
$11.4M -$251K -950 -2%
ISB
1722
Iowa State Bank
Iowa
$11.4M -$38K -144 -0.3%
WTFG
1723
Wells Trecaso Financial Group
Ohio
$11.4M +$62.1K +235 +0.5%
KJHP
1724
K.J. Harrison & Partners
Ontario, Canada
$11.3M -$202K -765 -2%
SIP
1725
Stoneridge Investment Partners
Pennsylvania
$11.3M

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.