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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
BFA
2126
Buttonwood Financial Advisors
Maryland
$7.22M +$75.3K +285 +0.9%
CC
2127
Carlson Capital
Texas
$7.22M +$8.19M +31,000 New
TSWM
2128
Triangle Securities Wealth Management
North Carolina
$7.2M -$17.7K -67 -0.2%
SC
2129
Sawyer & Company
Massachusetts
$7.19M -$43.6K -165 -0.5%
NFG
2130
Nadler Financial Group
Illinois
$7.18M +$58.1K +220 +0.7%
CFM
2131
Capricorn Fund Managers
United Kingdom
$7.18M -$2.03M -7,672 -20%
PHIC
2132
Pine Haven Investment Counsel
Massachusetts
$7.17M -$3.96K -15 -0%
RAM
2133
Roanoke Asset Management
New Jersey
$7.17M
NAMP
2134
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.16M -$1.01M -3,815 -11%
FBT
2135
First Bankers Trust
Kentucky
$7.15M -$292K -1,105 -3%
LIM
2136
Loudon Investment Management
New Hampshire
$7.14M -$238K -900 -3%
DFA
2137
Delta Financial Advisors
Louisiana
$7.14M +$152K +577 +2%
HA
2138
Hamel Associates
New Jersey
$7.13M -$72.6K -275 -0.9%
HCM
2139
HM Capital Management
Missouri
$7.13M +$18K +68 +0.2%
DR
2140
Davis Rea
Ontario, Canada
$7.12M -$8.25M -31,253 -51%
EBT
2141
Enterprise Bank & Trust
Massachusetts
$7.11M -$16.6K -63 -0.2%
TF
2142
Trek Financial
Arizona
$7.1M -$1.58M -5,999 -16%
FC
2143
Franchise Capital
Cayman Islands
$7.09M +$8.04M +30,449 New
WCM
2144
Windward Capital Management
California
$7.08M +$50.4K +191 +0.6%
PE
2145
Point72 Europe
United Kingdom
$7.08M +$8.03M +30,400 New
WP
2146
Waycross Partners
Kentucky
$7.08M +$138K +523 +2%
CWM
2147
C2C Wealth Management
Arizona
$7.05M -$555K -2,101 -7%
ZIG
2148
Zullo Investment Group
Pennsylvania
$7.04M +$274K +1,038 +4%
SFA
2149
Souders Financial Advisors
Ohio
$7.01M +$257K +972 +3%
EAM
2150
Evanson Asset Management
California
$7.01M +$1.27M +4,804 +19%

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.