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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
SDJVC
2026
St. Denis J. Villere & Co
Louisiana
$8.06M +$803K +3,042 +10%
BWM
2027
BNC Wealth Management
Oregon
$8.06M -$240K -909 -3%
LI
2028
Lafayette Investments
Maryland
$8.04M +$274K +1,036 +3%
RIM
2029
Redwood Investment Management
Arizona
$8.02M +$5.66M +21,423 +164%
PP
2030
Pegasus Partners
Wisconsin
$8.01M -$8.19K -31 -0.1%
LPIC
2031
LeJeune Puetz Investment Counsel
Michigan
$8.01M +$39.9K +151 +0.4%
FRA
2032
Front Row Advisors
California
$8M -$46.5K -176 -0.5%
B
2033
Brightworth
Georgia
$7.99M +$834K +3,159 +10%
DBIA
2034
Dumont & Blake Investment Advisors
New Jersey
$7.98M -$268K -1,016 -3%
CI
2035
Carroll Investors
South Carolina
$7.98M +$475K +1,798 +6%
MC
2036
Martin & Co
Tennessee
$7.98M +$189K +715 +2%
HCA
2037
Harbour Capital Advisors
Virginia
$7.98M -$9.77K -37 -0.1%
HBWM
2038
Hollow Brook Wealth Management
New York
$7.97M +$139K +528 +2%
BFC
2039
Bedel Financial Consulting
Indiana
$7.95M +$392K +1,484 +4%
FP
2040
Financial Perspectives
Minnesota
$7.94M +$313K +1,185 +4%
WA
2041
Wealth Advisors
California
$7.93M -$26.1K -99 -0.3%
IC
2042
Inscription Capital
Texas
$7.93M +$201K +763 +2%
CF
2043
Clarity Financial
Texas
$7.92M +$194K +734 +2%
SFP
2044
Sandbox Financial Partners
Maryland
$7.91M -$243K -922 -3%
PM
2045
Phraction Management
Connecticut
$7.91M +$673K +2,550 +8%
JHCP
2046
Jackson Hole Capital Partners
Oklahoma
$7.91M +$201K +761 +2%
BEI
2047
Benjamin Edwards Inc
Missouri
$7.91M +$679K +2,572 +8%
SCM
2048
Spreng Capital Management
Ohio
$7.91M -$880K -3,333 -9%
CIG
2049
Consolidated Investment Group
Colorado
$7.89M +$1.06M +4,000 +13%
MS
2050
Marshall & Sullivan
Washington
$7.88M -$1.85K -7 -0%

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.