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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
SCP
2101
Stamos Capital Partners
California
$7.43M +$779K +2,950 +10%
EIA
2102
Eastover Investment Advisors
North Carolina
$7.43M -$792 -3 -0%
LAIC
2103
Lederer & Associates Investment Counsel
California
$7.42M -$135K -513 -2%
WTA
2104
Washington Trust Advisors
Massachusetts
$7.42M -$349K -1,322 -4%
PHS
2105
Pekin Hardy Strauss
Illinois
$7.41M -$194K -736 -2%
FHCM
2106
Force Hill Capital Management
New York
$7.39M -$1.21M -4,600 -13%
GBT
2107
Grove Bank & Trust
Florida
$7.39M +$294K +1,113 +4%
WI
2108
Wintrust Investments
Illinois
$7.38M -$10.6M -39,963 -56%
DTC
2109
Davidson Trust Company
Washington
$7.38M +$499K +1,891 +6%
PFG
2110
Peterson Financial Group
Iowa
$7.38M +$134K +509 +2%
CFFP
2111
Center for Financial Planning
Michigan
$7.35M -$19.8K -75 -0.2%
OC
2112
Oarsman Capital
Wisconsin
$7.34M +$95.1K +360 +1%
SCM
2113
Sirios Capital Management
Massachusetts
$7.33M -$7.76M -29,389 -48%
LC
2114
Lakehouse Capital
Australia
$7.32M +$8.3M +31,442 New
BCM
2115
Blume Capital Management
California
$7.3M +$961K +3,640 +13%
MLIC
2116
Mandatum Life Insurance Company
Finland
$7.29M +$76.6K +290 +0.9%
GWANC
2117
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.29M +$58.1K +220 +0.7%
MC
2118
Muhlenkamp & Co
Pennsylvania
$7.29M +$11.6K +44 +0.1%
CRM
2119
Cramer Rosenthal McGlynn
Connecticut
$7.27M -$1M -3,796 -11%
WA
2120
WealthTrust Axiom
Pennsylvania
$7.26M
BCFD
2121
Boit C.F. David
$7.26M +$8.23M +31,160 New
BCCM
2122
Bridge Creek Capital Management
Massachusetts
$7.25M +$308K +1,167 +4%
CWM
2123
CCG Wealth Management
California
$7.25M -$23.2K -88 -0.3%
RPWA
2124
Regent Peak Wealth Advisors
Georgia
$7.25M +$67.6K +256 +0.8%
FPTW
2125
Franklin, Parlapiano, Turner & Welch
Texas
$7.24M +$67.1K +254 +0.8%

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.