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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
HZ
2076
Hixon Zuercher
Ohio
$7.7M +$414K +1,569 +5%
DI
2077
DFPG Investments
Utah
$7.7M +$546K +2,068 +7%
WPIC
2078
White Pine Investment Company
Michigan
$7.7M -$327K -1,239 -4%
IP
2079
Interval Partners
New York
$7.69M +$4.75M +18,000 +120%
BKA
2080
Brick & Kyle Associates
Pennsylvania
$7.68M +$182K +691 +2%
NCM
2081
Northside Capital Management
Oregon
$7.67M
NPT
2082
Nixon Peabody Trust
Massachusetts
$7.66M -$6.76M -25,587 -44%
SWM
2083
Sendero Wealth Management
Texas
$7.65M +$922K +3,490 +12%
WA
2084
Waverly Advisors
Alabama
$7.62M +$2.48M +9,382 +40%
OPW
2085
Oxler Private Wealth
New York
$7.62M -$11.9K -45 -0.1%
SXL
2086
Summit X LLC
Missouri
$7.62M +$317K +1,202 +4%
PM
2087
Penbrook Management
New York
$7.62M +$15.1K +57 +0.2%
CHA
2088
Carmichael Hill & Associates
Maryland
$7.58M +$8.45K +32 +0.1%
GA
2089
Gateway Advisory
New Jersey
$7.58M +$2.49M +9,423 +41%
NME
2090
Notis-McConarty Edward
$7.57M -$56.2K -213 -0.7%
WCM
2091
Wisconsin Capital Management
Wisconsin
$7.56M -$523K -1,981 -6%
CWM
2092
Chesapeake Wealth Management
Virginia
$7.55M -$71K -269 -0.8%
TPM
2093
Triasima Portfolio Management
Quebec, Canada
$7.53M -$1.17M -4,438 -12%
CA
2094
Cornerstone Advisory
Maryland
$7.52M +$281K +1,064 +3%
LA
2095
LVW Advisors
New York
$7.49M +$80.3K +304 +1%
MRCM
2096
M&R Capital Management
New Jersey
$7.48M +$17.7K +67 +0.2%
FMB
2097
Field & Main Bank
Kentucky
$7.47M -$243K -921 -3%
TA
2098
TFG Advisers
Michigan
$7.44M +$5.28K +20 +0.1%
CWC
2099
Carolinas Wealth Consulting
North Carolina
$7.44M +$111K +422 +0.4%
RCA
2100
Roberts Capital Advisors
Colorado
$7.43M

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.