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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
SCA
1876
Sage Capital Advisors
South Dakota
$9.58M +$145K +548 +1%
RIA
1877
Realta Investment Advisors
Delaware
$9.57M +$313K +1,184 +3%
TWM
1878
TLW Wealth Management
Florida
$9.55M -$1.45M -5,504 -12%
HCA
1879
Horan Capital Advisors
Ohio
$9.53M +$355K +1,346 +3%
KA
1880
Kozak & Associates
Colorado
$9.52M +$6.51M +24,660 +140%
GA
1881
GFS Advisors
Texas
$9.5M -$54.1K -205 -0.5%
BA
1882
Birinyi Associates
Connecticut
$9.5M -$350K -1,325 -3%
MFA
1883
Mayflower Financial Advisors
Massachusetts
$9.5M +$108K +408 +1%
WA
1884
WBH Advisory
Maryland
$9.49M -$185K -699 -2%
RFM
1885
Royal Fund Management
Florida
$9.49M -$414K -1,566 -4%
BFG
1886
Berger Financial Group
Minnesota
$9.48M +$407K +1,541 +4%
IIM
1887
Intact Investment Management
Quebec, Canada
$9.47M +$2.1M +7,950 +24%
CFG
1888
Cooper Financial Group
California
$9.45M +$519K +1,964 +5%
ECM
1889
Element Capital Management
New York
$9.44M
RWA
1890
Roberts Wealth Advisors
California
$9.44M +$248K +939 +3%
KP
1891
Keel Point
Alabama
$9.42M -$52.8K -200 -0.5%
Boston Partners
1892
Boston Partners
Massachusetts
$9.42M +$337K +1,277 +3%
SIG
1893
Sargent Investment Group
Maryland
$9.4M -$20.3K -77 -0.2%
COI
1894
Connable Office Inc
Michigan
$9.4M -$239K -906 -2%
TCM
1895
Traynor Capital Management
Pennsylvania
$9.39M -$177K -669 -2%
JWCA
1896
J.W. Coons Advisors
Ohio
$9.39M +$432K +1,635 +4%
RCM
1897
Ravenstone Capital Management
$9.38M +$35.9K +136 +0.3%
PCM
1898
Prelude Capital Management
New York
$9.37M -$2.66M -10,089 -20%
NL
1899
NVWM LLC
Pennsylvania
$9.37M -$64.7K -245 -0.6%
BA
1900
Bridgewater Advisors
New York
$9.36M +$4.68M +17,736 +79%

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.