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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
PA
1976
Proem Advisors
Texas
$8.62M +$9.77M +37,000 New
CIC
1977
Chase Investment Counsel
Virginia
$8.61M -$1.98M -7,504 -17%
CNBTD
1978
Citizens National Bank Trust Department
Mississippi
$8.61M -$89.5K -339 -0.9%
VFA
1979
Voya Financial Advisors
Connecticut
$8.6M +$417K +1,579 +5%
RDWM
1980
Red Door Wealth Management
Tennessee
$8.59M +$87.7K +332 +0.9%
SWM
1981
Soundmark Wealth Management
Washington
$8.57M +$6.07K +23 +0.1%
OGC
1982
Oak Grove Capital
New Hampshire
$8.57M +$280K +1,061 +3%
SG
1983
Stonnington Group
California
$8.55M -$201K -763 -2%
CBB
1984
Citizens Business Bank
California
$8.55M -$14.1M -53,247 -59%
CT
1985
Columbia Trust
Oregon
$8.54M +$295K +1,118 +3%
DDPIC
1986
Deroy & Devereaux Private Investment Counsel
Michigan
$8.54M +$7.95M +30,106 +460%
LBC
1987
Lawrence B. Cohen
$8.53M -$618K -2,341 -6%
BFO
1988
Biltmore Family Office
North Carolina
$8.52M +$408K +1,546 +4%
BWA
1989
BDO Wealth Advisors
Florida
$8.51M +$34.9K +132 +0.4%
HCM
1990
Hillman Capital Management
Maryland
$8.49M +$112K +423 +1%
XI
1991
XXEC Inc
Oklahoma
$8.49M -$43.6K -165 -0.5%
AWP
1992
Ascent Wealth Partners
New York
$8.49M -$286K -1,084 -3%
CCWA
1993
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.47M +$903K +3,421 +10%
WPW
1994
Warther Private Wealth
Ohio
$8.47M +$577K +2,186 +6%
UWM
1995
Udine Wealth Management
Florida
$8.43M +$680K +2,577 +8%
MCM
1996
Mattern Capital Management
Colorado
$8.41M -$174K -659 -2%
Financial Engines Advisors
1997
Financial Engines Advisors
California
$8.41M +$229K +869 +2%
PA
1998
Procyon Advisors
Connecticut
$8.4M -$59.7K -226 -0.6%
AWM
1999
Aevitas Wealth Management
Massachusetts
$8.4M +$119K +451 +1%
PIMH
2000
Prudence Investment Management (HK)
Hong Kong
$8.38M +$9.51M +36,000 New

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.