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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
CC
1776
Codex Capital
New York
$10.8M -$977K -3,700 -7%
FVWA
1777
Foster Victor Wealth Advisors
South Carolina
$10.8M +$571K +2,164 +5%
AW
1778
ACG Wealth
Georgia
$10.8M -$756K -2,862 -6%
WP
1779
Woodline Partners
California
$10.8M -$44.9M -170,212 -79%
SIA
1780
Schechter Investment Advisors
Michigan
$10.8M -$1.71M -6,465 -12%
RB
1781
Rodgers Brothers
Pennsylvania
$10.8M +$1.01M +3,813 +9%
BE
1782
Bonness Enterprises
District of Columbia
$10.8M
RP
1783
Rowlandmiller & Partners
Georgia
$10.7M -$164K -621 -1%
AWCI
1784
Alpine Woods Capital Investors
New York
$10.7M +$408K +1,547 +3%
ST
1785
Somerset Trust
Pennsylvania
$10.7M -$26.9K -102 -0.2%
BCM
1786
Bourgeon Capital Management
Connecticut
$10.7M +$225K +851 +2%
STA
1787
Summit Trail Advisors
New York
$10.7M -$754K -2,854 -6%
IP
1788
Isthmus Partners
Wisconsin
$10.7M -$31.9K -121 -0.3%
MWM
1789
Marietta Wealth Management
Georgia
$10.7M +$308K +1,168 +3%
RCP
1790
Rothschild Capital Partners
New York
$10.7M
TYCC
1791
Texas Yale Capital Corp
Florida
$10.6M +$99.8K +378 +0.8%
UC
1792
Unio Capital
New Jersey
$10.6M -$8.71K -33 -0.1%
WAM
1793
Weiss Asset Management
Massachusetts
$10.5M +$11.4M +43,160 +2,045%
AI
1794
Atom Investors
Texas
$10.5M +$11.2M +42,525 +1,556%
IMOV
1795
Investment Management of Virginia
Virginia
$10.5M +$122K +461 +1%
EP
1796
Eudaimonia Partners
Tennessee
$10.5M -$6.18M -23,400 -34%
BONH
1797
Bank of New Hampshire
New Hampshire
$10.5M -$199K -753 -2%
NC
1798
Naman Capital
Brazil
$10.5M
PAMI
1799
Perseverance Asset Management International
Cayman Islands
$10.5M +$7.39M +28,000 +165%
JPMIA
1800
J.P. Marvel Investment Advisors
Massachusetts
$10.5M

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.