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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
ACM
2276
Alpha Capital Management
Texas
$6.19M +$120K +453 +2%
ISWM
2277
Independent Solutions Wealth Management
New York
$6.18M -$63.4K -240 -0.9%
S
2278
SimplyRich
California
$6.17M
ESB
2279
Essex Savings Bank
Connecticut
$6.16M +$387K +1,465 +6%
VAG
2280
VisionPoint Advisory Group
Texas
$6.16M +$102K +385 +1%
EWG
2281
Executive Wealth Group
Washington
$6.15M -$42.2K -160 -0.6%
KFI
2282
Key Financial Inc
Pennsylvania
$6.14M +$26.1K +99 +0.4%
VCP
2283
Vista Capital Partners
Oregon
$6.14M -$88.7K -336 -1%
JSL
2284
JT Stratford LLC
Georgia
$6.13M -$419K -1,585 -6%
AMC
2285
Asset Management Corp
Illinois
$6.13M +$286K +1,084 +4%
Members Trust
2286
Members Trust
Florida
$6.12M -$61.3K -232 -0.9%
FPB
2287
First PREMIER Bank
South Dakota
$6.12M +$47K +178 +0.7%
TWP
2288
Tempus Wealth Planning
California
$6.11M +$1.05M +3,994 +18%
CIM
2289
CIM Investment Management
Pennsylvania
$6.11M
CSPAM
2290
Cary Street Partners Asset Management
Virginia
$6.11M +$149K +566 +2%
SF
2291
SBK Financial
Virginia
$6.09M -$86.1K -326 -1%
AIM
2292
Aurora Investment Managers
Florida
$6.08M
TPW
2293
Transatlantique Private Wealth
New York
$6.08M +$677K +2,563 +11%
HWMG
2294
Hurlow Wealth Management Group
Indiana
$6.07M
SCM
2295
SOL Capital Management
Maryland
$6.06M +$100K +380 +1%
EC
2296
Enhancing Capital
Pennsylvania
$6.06M
AMG
2297
Advisors Management Group
Wisconsin
$6.06M +$1.02M +3,844 +17%
BB
2298
Bell Bank
North Dakota
$6.05M +$1.85K +7 +0%
CB
2299
CNB Bank
Pennsylvania
$6.04M +$118K +446 +2%
ECML
2300
Eagle Capital Management (Louisiana)
Louisiana
$6.03M -$20.3K -77 -0.3%

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.