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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
AI
2176
AXS Investments
New York
$6.86M -$125K -473 -2%
AWM
2177
Affinity Wealth Management
Delaware
$6.86M +$156K +592 +2%
FFG
2178
Frisch Financial Group
New York
$6.85M +$263K +996 +4%
DIM
2179
Delta Investment Management
California
$6.84M -$958K -3,630 -11%
BHBT
2180
Burke & Herbert Bank & Trust
Virginia
$6.84M -$30.4K -115 -0.4%
RCM
2181
Radnor Capital Management
Pennsylvania
$6.83M -$11.4K -43 -0.1%
LFP
2182
Leeward Financial Partners
Washington
$6.83M +$688K +2,607 +10%
CCC
2183
Chelsea Counsel Company
California
$6.82M -$2.35M -8,886 -23%
KC
2184
Kingfisher Capital
North Carolina
$6.82M +$992K +3,758 +15%
SEEDPG
2185
S.E.E.D. Planning Group
New York
$6.82M +$260K +983 +3%
HI
2186
Harrington Investments
California
$6.81M -$20.1K -76 -0.3%
GSB
2187
Greenfield Savings Bank
Massachusetts
$6.8M -$91.9K -348 -1%
LA
2188
Legacy Advisors
Pennsylvania
$6.79M +$443K +1,679 +6%
RFA
2189
Resurgent Financial Advisors
Georgia
$6.79M +$382K +1,445 +5%
PP
2190
Prospector Partners
Connecticut
$6.78M +$2.83M +10,700 +58%
FPCP
2191
Fort Point Capital Partners
California
$6.78M +$92.7K +351 +1%
OHIS
2192
Oak Harvest Investment Services
Texas
$6.78M +$546K +2,067 +8%
BCM
2193
Birch Capital Management
Texas
$6.77M -$292K -1,104 -4%
JFA
2194
JNBA Financial Advisors
Minnesota
$6.76M -$176K -667 -2%
MFS
2195
Madrona Financial Services
Washington
$6.76M -$64.7K -245 -0.8%
CANY
2196
Caxton Associates (New York)
New York
$6.76M +$7.67M +29,034 New
CCIA
2197
Cherry Creek Investment Advisors
Colorado
$6.76M +$581K +2,202 +8%
MCM
2198
McMillion Capital Management
North Carolina
$6.76M -$161K -608 -2%
NGM
2199
North Growth Management
British Columbia, Canada
$6.76M
DAM
2200
Diamant Asset Management
Connecticut
$6.75M +$100K +379 +1%

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.