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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
NCM
1901
Northwest Capital Management
Oregon
$9.34M -$29.3K -111 -0.3%
BWM
1902
Bulltick Wealth Management
Florida
$9.31M -$3.77M -14,280 -26%
CA
1903
Cumberland Advisors
Florida
$9.3M -$135K -510 -1%
BTP
1904
Bloom Tree Partners
New York
$9.28M -$1.98M -7,486 -16%
CFS
1905
CRA Financial Services
New Jersey
$9.27M +$3.7K +14 +0%
LFM
1906
LGT Fund Management
Liechtenstein
$9.27M -$45.3M -171,464 -81%
RC
1907
Resonate Capital
California
$9.27M -$4.35M -16,469 -29%
FCA
1908
FinTrust Capital Advisors
South Carolina
$9.24M -$51.5K -195 -0.5%
CG
1909
CFO4Life Group
Texas
$9.23M +$197K +745 +2%
SWK
1910
Stephen W. Kidder
$9.23M -$96.4K -365 -0.9%
NC
1911
NBW Capital
Massachusetts
$9.23M +$876K +3,316 +9%
CI
1912
CX Institutional
Indiana
$9.22M +$508K +1,925 +5%
WCM
1913
Whitener Capital Management
North Carolina
$9.2M +$375K +1,422 +4%
CAAS
1914
Capital Asset Advisory Services
Michigan
$9.17M +$663K +2,510 +7%
FANJ
1915
Financial Architects (New Jersey)
New Jersey
$9.17M +$10.4M +39,364 New
MWA
1916
Moser Wealth Advisors
Washington
$9.14M -$113K -428 -1%
RC
1917
RDST Capital
Washington
$9.09M +$1.44M +5,445 +16%
SW
1918
Solidarity Wealth
Utah
$9.08M +$655K +2,481 +7%
BRC
1919
Bishop Rock Capital
New York
$9.06M +$4.66M +17,648 +83%
MJP
1920
Michael J. Puzo
$9.06M +$34.3K +130 +0.3%
BWM
1921
BerganKDV Wealth Management
Minnesota
$9.05M +$264K +1,000 +3%
BFPW
1922
BOK Financial Private Wealth
Colorado
$9.05M -$165K -624 -2%
BIC
1923
Beach Investment Counsel
Pennsylvania
$9.04M -$67.9K -257 -0.7%
TP
1924
Tranquility Partners
Tennessee
$9.04M +$58.6K +222 +0.6%
HWM
1925
Horizon Wealth Management
Illinois
$9.02M +$160K +607 +2%

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.