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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
PWMG
2151
Prestige Wealth Management Group
New Jersey
$7M +$72.9K +276 +0.9%
EM
2152
Excalibur Management
Massachusetts
$7M +$272K +1,031 +4%
MIC
2153
Meridian Investment Counsel
California
$7M +$54.4K +206 +0.7%
BOPW
2154
Brandywine Oak Private Wealth
Pennsylvania
$6.99M -$185K -700 -2%
RBFC
2155
Roman Butler Fullerton & Co
Missouri
$6.99M -$1.46M -5,537 -15%
KFBMI
2156
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.99M
OCM
2157
Olstein Capital Management
New York
$6.99M +$2.11M +8,000 +36%
MIC
2158
Maxi Investments CY
Cyprus
$6.99M +$6.87M +26,000 +650%
MA
2159
Menlo Advisors
California
$6.99M -$641K -2,428 -7%
CIM
2160
Contravisory Investment Management
Massachusetts
$6.99M -$166K -628 -2%
KTM
2161
Keeler Thomas Management
Utah
$6.98M +$1.93M +7,328 +32%
AC
2162
Asio Capital
Kentucky
$6.97M +$101K +384 +1%
DJYG
2163
David J. Yvars Group
Florida
$6.97M -$45.7K -173 -0.6%
CCFM
2164
Clear Creek Financial Management
Washington
$6.96M -$272K -1,029 -3%
GWCM
2165
Godshalk Welsh Capital Management
Pennsylvania
$6.95M -$76K -288 -1%
PFSC
2166
Peoples Financial Services Corp
Pennsylvania
$6.94M -$128K -486 -2%
GCM
2167
Gibraltar Capital Management
Oklahoma
$6.94M +$462K +1,748 +6%
MAM
2168
Mystic Asset Management
Rhode Island
$6.93M +$7.66K +29 +0.1%
KFP
2169
Keystone Financial Planning
Ohio
$6.92M +$109K +414 +1%
DMC
2170
Drexel Morgan & Co
Pennsylvania
$6.9M
EWM
2171
Endurance Wealth Management
Rhode Island
$6.9M +$875K +3,315 +13%
TCM
2172
Tandem Capital Management
New Jersey
$6.9M +$1.32K +5 +0%
AG
2173
Advocate Group
Minnesota
$6.88M +$394K +1,491 +5%
GCGDR
2174
Geo Capital Gestora de Recursos
Brazil
$6.88M -$294K -1,112 -4%
PL
2175
Plancorp LLC
Missouri
$6.86M +$339K +1,285 +5%

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.