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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
CCM
2051
Carlson Capital Management
Minnesota
$7.88M -$50.7K -192 -0.6%
RMAM
2052
Raab & Moskowitz Asset Management
New Jersey
$7.88M -$104K -395 -1%
EWA
2053
EverSource Wealth Advisors
Alabama
$7.87M +$813K +3,079 +10%
FBT
2054
First Bank & Trust
South Dakota
$7.86M +$537K +2,034 +6%
CWM
2055
Chronos Wealth Management
Florida
$7.86M -$352K -1,334 -4%
WPC
2056
White Pine Capital
Minnesota
$7.85M -$231K -874 -3%
MFG
2057
MidWestOne Financial Group
Iowa
$7.83M +$155K +586 +2%
SFP
2058
Shepherd Financial Partners
Massachusetts
$7.82M +$274K +1,037 +3%
CA
2059
Cambridge Advisors
Nebraska
$7.81M -$71.3K -270 -0.8%
TIA
2060
Tiemann Investment Advisors
California
$7.8M -$1.42M -5,374 -14%
CWM
2061
Concentric Wealth Management
California
$7.8M +$141K +535 +2%
UCI
2062
Uncommon Cents Investing
Wisconsin
$7.8M -$138K -522 -2%
CCM
2063
Carderock Capital Management
Maryland
$7.79M -$450K -1,705 -5%
WCA
2064
Westover Capital Advisors
Delaware
$7.77M +$229K +867 +3%
TWA
2065
TCI Wealth Advisors
Arizona
$7.77M +$29K +110 +0.3%
UCMOK
2066
United Capital Management of KS
Kansas
$7.77M +$90.3K +342 +1%
HBCM
2067
Heron Bay Capital Management
Michigan
$7.77M +$1.29M +4,897 +17%
Twin Tree Management
2068
Twin Tree Management
Texas
$7.76M +$8.8M +33,319 New
JAMH
2069
Junson Asset Management (HK)
Hong Kong
$7.74M -$22.9M -86,800 -72%
TCOO
2070
Trust Company of Oklahoma
Oklahoma
$7.73M +$29.8K +113 +0.3%
NB
2071
Nicolet Bankshares
Wisconsin
$7.73M -$301K -1,141 -3%
UL
2072
Unionview LLC
Washington
$7.72M -$20.3K -77 -0.2%
STB
2073
S&T Bank
Pennsylvania
$7.71M -$672K -2,544 -7%
CNC
2074
Citizens & Northern Corp
Pennsylvania
$7.71M +$12.1K +46 +0.1%
BCA
2075
Bray Capital Advisors
Florida
$7.71M +$26.1K +99 +0.3%

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.