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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
TIM
1751
Thornburg Investment Management
New Mexico
$11M +$213K +808 +2%
SBWIC
1752
Schaper Benz & Wise Investment Counsel
Wisconsin
$11M +$199K +753 +2%
CAM
1753
Cypress Asset Management
Texas
$11M -$48.8K -185 -0.4%
CWM
1754
Circle Wealth Management
New Jersey
$11M -$181K -685 -1%
FIA
1755
Foundations Investment Advisors
Arizona
$11M +$89.8K +340 +0.7%
WEG
1756
World Equity Group
Illinois
$11M +$529K +2,004 +4%
AIIMS
1757
Analyst IMS Investment Management Services
Israel
$10.9M -$443K -1,679 -4%
9WM
1758
9258 Wealth Management
Ohio
$10.9M -$449K -1,702 -4%
GAMA
1759
Graticule Asia Macro Advisors
New York
$10.9M +$12.4M +46,800 New
CWS
1760
Confluence Wealth Services
Pennsylvania
$10.9M +$12.4M +46,801 New
HWAM
1761
Hennion & Walsh Asset Management
New Jersey
$10.9M -$735K -2,783 -6%
KWM
1762
Keebeck Wealth Management
Illinois
$10.9M +$923K +3,495 +8%
PG
1763
Patten Group
Tennessee
$10.9M -$112K -424 -0.9%
EIM
1764
Ervin Investment Management
Washington
$10.9M -$561K -2,125 -4%
ZDA
1765
Zweig-DiMenna Associates
New York
$10.9M +$173K +655 +1%
IP
1766
Investment Partners
Ohio
$10.9M +$5.68M +21,497 +85%
RCAG
1767
Rehmann Capital Advisory Group
Michigan
$10.9M +$122K +461 +1%
CBTWT
1768
Community Bank & Trust (Waco, Texas)
Texas
$10.9M +$81.9K +310 +0.7%
CWP
1769
CFM Wealth Partners
Texas
$10.9M -$176K -668 -1%
IWS
1770
Insight Wealth Strategies
California
$10.9M
LOPW
1771
Live Oak Private Wealth
North Carolina
$10.8M +$210K +794 +2%
PCP
1772
Proficio Capital Partners
Massachusetts
$10.8M +$77.9K +295 +0.6%
DIP
1773
DT Investment Partners
Pennsylvania
$10.8M -$4.85M -18,356 -28%
ACS
1774
Archford Capital Strategies
Illinois
$10.8M +$993K +3,762 +9%
CBT
1775
Central Bank & Trust
Kentucky
$10.8M -$2.11K -8 -0%

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.