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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
SSI
1726
Scott & Selber Inc
Texas
$11.3M +$904K +3,425 +8%
GFG
1727
Greystone Financial Group
Michigan
$11.3M +$3.82M +14,476 +42%
OSNBOA
1728
Old Second National Bank of Aurora
Illinois
$11.3M -$421K -1,593 -3%
ACA
1729
Atlas Capital Advisors
Wyoming
$11.3M +$2.9K +11 +0%
MSAM
1730
Moloney Securities Asset Management
Missouri
$11.3M -$566K -2,143 -4%
AC
1731
Apella Capital
Connecticut
$11.3M +$204K +771 +2%
HW
1732
Hedeker Wealth
Illinois
$11.3M -$1.13M -4,262 -8%
FM
1733
Family Management
New York
$11.3M -$266K -1,009 -2%
JAM
1734
JCIC Asset Management
Ontario, Canada
$11.3M -$469K -1,777 -4%
CAM
1735
Cozad Asset Management
Illinois
$11.3M -$320K -1,211 -2%
MP
1736
McDonald Partners
Ohio
$11.2M -$4M -15,156 -24%
GAMH
1737
Greenwoods Asset Management (HK)
Hong Kong
$11.2M
WAS
1738
Winch Advisory Services
Wisconsin
$11.2M +$1.58K +6 +0%
AMBIA
1739
Allen Mooney & Barnes Investment Advisors
Georgia
$11.2M +$621K +2,351 +5%
CA
1740
Crewe Advisors
Utah
$11.2M +$1.05M +3,971 +9%
GGI
1741
GPM Growth Investors
Michigan
$11.2M +$115K +435 +0.9%
OC
1742
Oakworth Capital
Alabama
$11.1M -$2.38K -9 -0%
CCM
1743
Consolidated Capital Management
California
$11.1M +$745K +2,823 +6%
CPA
1744
Capital Planning Advisors
California
$11.1M +$293K +1,110 +2%
TCCM
1745
Timber Creek Capital Management
Massachusetts
$11.1M -$11.6K -44 -0.1%
BIA
1746
Biondo Investment Advisors
Pennsylvania
$11.1M +$59.4K +225 +0.5%
NB
1747
Northwest Bancshares
Pennsylvania
$11.1M +$47K +178 +0.4%
OPTFSNA
1748
Old Point Trust & Financial Services N A
Virginia
$11.1M -$46.2K -175 -0.4%
BWL
1749
Bogart Wealth LLC
Virginia
$11.1M +$1.95M +7,374 +18%
SWP
1750
Strategic Wealth Partners
Ohio
$11M +$892K +3,380 +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.