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Microsoft

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
MCWS
1851
McKinley Carter Wealth Services
West Virginia
$9.8M +$78.7K +298 +0.7%
PWPS
1852
Pinnacle Wealth Planning Services
Ohio
$9.8M -$75.3K -285 -0.7%
NMG
1853
New Millennium Group
Utah
$9.8M +$217K +820 +2%
ACA
1854
Aspire Capital Advisors
Washington
$9.79M -$401K -1,517 -3%
WKWM
1855
Walter & Keenan Wealth Management
Indiana
$9.79M -$279K -1,058 -2%
PGA
1856
Portland Global Advisors
Maine
$9.76M -$7.13K -27 -0.1%
GCS
1857
Gordian Capital (Singapore)
Singapore
$9.74M -$259K -980 -3%
SLG
1858
Stanley-Laman Group
Pennsylvania
$9.71M -$483K -1,828 -4%
SM
1859
SG3 Management
Puerto Rico
$9.69M +$11M +41,600 New
GDP
1860
Great Diamond Partners
Maine
$9.68M +$136K +516 +1%
ADL
1861
Asset Dedication LLC
California
$9.67M +$11M +41,635 New
WWA
1862
WCG Wealth Advisors
Nevada
$9.65M -$2.9K -11 -0%
NCGI
1863
Next Century Growth Investors
Minnesota
$9.65M +$1.1M +4,165 +11%
TSAM
1864
Trinity Street Asset Management
United Kingdom
$9.65M
HDIM
1865
Hanson & Doremus Investment Management
Vermont
$9.65M +$321K +1,214 +3%
SWM
1866
Silverlake Wealth Management
Vermont
$9.65M -$1.06K -4 -0%
PS
1867
Pensionfund Sabic
Netherlands
$9.64M
FAM
1868
Formidable Asset Management
Ohio
$9.63M -$45.7K -173 -0.4%
AT
1869
Arden Trust
Delaware
$9.62M -$257K -973 -2%
AWM
1870
Avior Wealth Management
Nebraska
$9.62M +$464K +1,758 +4%
TIP
1871
Torray Investment Partners
Maryland
$9.6M +$550K +2,084 +5%
LKIM
1872
Lawson Kroeker Investment Management
Nebraska
$9.6M -$3.96K -15 -0%
WA
1873
Wealth Alliance
New York
$9.6M -$201K -762 -2%
PWP
1874
Pursue Wealth Partners
California
$9.59M -$438K -1,657 -4%
MPIM
1875
McGinn Penninger Investment Management
Virginia
$9.59M

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.