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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
FIM
2226
FWL Investment Management
Texas
$6.6M +$1.01M +3,827 +16%
EAM
2227
Eukles Asset Management
Ohio
$6.6M -$3.7K -14 -0%
CCG
2228
Chatham Capital Group
Georgia
$6.59M +$244K +925 +3%
VCM
2229
Versant Capital Management
Arizona
$6.59M -$41.7K -158 -0.6%
MCP
2230
Mirador Capital Partners
California
$6.58M -$106K -402 -1%
SIA
2231
Strategic Investment Advisors
Michigan
$6.57M +$275K +1,042 +4%
GP
2232
Greenline Partners
New York
$6.57M -$2.03M -7,696 -21%
QC
2233
Quent Capital
New York
$6.54M +$623K +2,358 +9%
CPC
2234
Congress Park Capital
New York
$6.52M +$87.1K +330 +1%
SAS
2235
Stelac Advisory Services
New York
$6.51M +$264 +1 +0%
LSWM
2236
Lorne Steinberg Wealth Management
Canada
$6.49M -$2.9K -11 -0%
FWP
2237
FAS Wealth Partners
Kansas
$6.48M +$621K +2,350 +9%
FFA
2238
Founders Financial Alliance
North Carolina
$6.48M +$133K +505 +2%
HBT
2239
Heartland Bank & Trust
Illinois
$6.46M -$128K -484 -2%
PFA
2240
Pure Financial Advisors
California
$6.46M +$175K +664 +2%
ARMC
2241
American Research & Management Company
Massachusetts
$6.45M +$34.6K +131 +0.5%
MMM
2242
Mendel Money Management
Illinois
$6.45M -$177K -672 -2%
ACP
2243
Aviance Capital Partners
Florida
$6.45M +$1.98M +7,481 +37%
JWM
2244
Jupiter Wealth Management
Colorado
$6.43M -$112K -425 -2%
SAM
2245
Socorro Asset Management
Texas
$6.42M
MDSL
2246
M.D. Sass LLC
New York
$6.41M -$415K -1,570 -5%
JCM
2247
JAT Capital Management
Connecticut
$6.4M -$1.32M -5,009 -15%
TL
2248
Tradewinds LLC
North Carolina
$6.39M -$47K -178 -0.6%
AIM
2249
ARK Investment Management
Florida
$6.39M -$819K -3,101 -10%
FCCM
2250
First City Capital Management
Georgia
$6.39M +$499K +1,889 +7%

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.