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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
PFBT
2201
Parkside Financial Bank & Trust
Missouri
$6.75M +$5.02K +19 +0.1%
CFG
2202
Cambridge Financial Group
Ohio
$6.74M +$7.64M +28,949 New
SFM
2203
Signet Financial Management
New Jersey
$6.74M +$42.5K +161 +0.6%
PSB
2204
Piscataqua Savings Bank
New Hampshire
$6.74M +$373K +1,412 +5%
HCM
2205
Highlander Capital Management
New Jersey
$6.7M
PRC
2206
Pearl River Capital
Michigan
$6.69M +$7.59M +28,742 New
TWM
2207
Tradition Wealth Management
Minnesota
$6.69M +$386K +1,463 +5%
WA
2208
WESPAC Advisors
California
$6.69M -$374K -1,415 -5%
WA1
2209
Wimmer Associates 1
California
$6.69M -$126K -477 -2%
SC
2210
Siena Capital
Ohio
$6.68M +$187K +710 +3%
CCPM
2211
Cooper Creek Partners Management
New York
$6.68M +$3.66M +13,851 +93%
LC
2212
LCNB Corp
Ohio
$6.68M -$89.2K -338 -1%
ITFISA
2213
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.68M -$1.84M -6,965 -20%
WAM
2214
Wilson Asset Management
Australia
$6.67M -$682K -2,584 -8%
V
2215
VeraBank
Texas
$6.67M -$13.2K -50 -0.2%
HWMA
2216
Heritage Wealth Management (Arizona)
Arizona
$6.64M +$2.49M +9,448 +50%
CCA
2217
Childress Capital Advisors
Texas
$6.64M -$179K -678 -2%
EFSCE
2218
Enterprise Financial Services Corp (EFSC)
Missouri
$6.64M +$58.6K +222 +0.8%
EF
2219
Exeter Financial
Arizona
$6.63M +$90.3K +342 +1%
SS
2220
Sunbelt Securities
Texas
$6.62M +$282K +1,069 +4%
FCMT
2221
Founders Capital Management (Texas)
Texas
$6.62M +$18.2K +69 +0.2%
CPA
2222
Cardiff Park Advisors
California
$6.61M -$618K -2,342 -8%
SFG
2223
SNS Financial Group
Minnesota
$6.61M +$67.1K +254 +0.9%
BWA
2224
Blodgett Wealth Advisors
California
$6.61M -$85.6K -324 -1%
CFMC
2225
Curbstone Financial Management Corp
New Hampshire
$6.61M -$33.8K -128 -0.4%

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.