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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
4WM
2001
44 Wealth Management
Oregon
$8.38M +$73.4K +278 +0.8%
OIM
2002
Orca Investment Management
Oregon
$8.35M -$179K -679 -2%
BMWM
2003
Brown Miller Wealth Management
Virginia
$8.34M +$257K +972 +3%
TA
2004
Tiedemann Advisors
New York
$8.33M -$38.8K -147 -0.4%
CA
2005
Claro Advisors
Massachusetts
$8.32M
BO
2006
Bank OZK
Arkansas
$8.3M +$106K +402 +1%
PCA
2007
Prospect Capital Advisors
California
$8.29M +$1.28M +4,850 +16%
AWM
2008
Avitas Wealth Management
California
$8.28M -$6.55M -24,818 -41%
PL
2009
Parkwood LLC
Ohio
$8.26M -$938K -3,553 -9%
SBL
2010
Sargent Bickham Lagudis
Colorado
$8.23M -$130K -493 -1%
SCA
2011
Stokes Capital Advisors
South Carolina
$8.22M +$139K +525 +2%
AWM
2012
Aries Wealth Management
Maine
$8.2M -$20.9K -79 -0.2%
JC
2013
JB Capital
Connecticut
$8.2M +$2.2M +8,318 +31%
AIA
2014
AIMZ Investment Advisors
California
$8.19M +$528 +2 +0%
RWB
2015
RMR Wealth Builders
New Jersey
$8.19M +$764K +2,894 +9%
FNBOMD
2016
First National Bank of Mount Dora
Florida
$8.16M -$283K -1,071 -3%
HA
2017
Herold Advisors
New York
$8.14M +$474K +1,795 +5%
BBNA
2018
Bremer Bank National Association
Minnesota
$8.14M -$1.36M -5,162 -13%
FBC
2019
Fairfield, Bush & Co
Connecticut
$8.13M -$753K -2,851 -8%
AAMA
2020
Advanced Asset Management Advisors
Ohio
$8.11M +$8.19K +31 +0.1%
SFG
2021
Summit Financial Group
West Virginia
$8.11M +$37.8K +143 +0.4%
AC
2022
Avestar Capital
New York
$8.1M -$251K -951 -3%
STC
2023
Sarah T. Connolly
$8.09M -$126K -477 -1%
HKIMG
2024
Hutchens & Kramer Investment Management Group
Indiana
$8.07M +$882K +3,342 +11%
GAG
2025
GM Advisory Group
New York
$8.07M +$162K +613 +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.