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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
BCPWM
2301
Bradley & Co Private Wealth Management
Florida
$6.03M +$304K +1,151 +5%
CC
2302
Cipher Capital
New York
$6M +$6.8M +25,768 New
MCM
2303
Monument Capital Management
Virginia
$6M +$4.49K +17 +0.1%
SIM
2304
Seaview Investment Managers
Florida
$6M -$289K -1,094 -4%
SEC
2305
Seven Eight Capital
New York
$5.99M +$4.57M +17,322 +206%
ATC
2306
Adirondack Trust Company
New York
$5.99M +$36.7K +139 +0.5%
LC
2307
Lavaca Capital
Texas
$5.98M +$348K +1,317 +6%
MCM
2308
Marathon Capital Management
Maryland
$5.98M +$2.32M +8,794 +52%
FWM
2309
Finer Wealth Management
Massachusetts
$5.98M -$7.39K -28 -0.1%
PAMG
2310
Patton Albertson Miller Group
Tennessee
$5.98M -$437K -1,656 -6%
IA
2311
IFP Advisors
Florida
$5.97M +$3.16M +11,983 +8%
NWM
2312
Northcape Wealth Management
New York
$5.97M +$2.55M +9,641 +60%
BL
2313
BCWM LLC
Kansas
$5.97M +$63.9K +242 +1%
HIM
2314
Herald Investment Management
United Kingdom
$5.97M
HH
2315
HWG Holdings
Texas
$5.97M +$6.76M +25,618 New
TNA
2316
True North Advisors
Texas
$5.96M -$546K -2,069 -7%
TCM
2317
Telos Capital Management
California
$5.96M +$418K +1,583 +7%
LCM
2318
Legato Capital Management
California
$5.95M
BDS
2319
Banco de Sabadell
Florida
$5.95M +$84.2K +319 +1%
LTI
2320
Laffer Tengler Investments
Tennessee
$5.94M +$282K +1,068 +4%
TC
2321
Taika Capital
Florida
$5.93M -$7.34M -27,800 -52%
CFO
2322
Colony Family Offices
North Carolina
$5.92M
IAS
2323
IMA Advisory Services
Colorado
$5.92M -$28.5K -108 -0.4%
PIA
2324
Perennial Investment Advisors
California
$5.91M -$804K -3,046 -11%
HCC
2325
Hirtle Callaghan & Co
Pennsylvania
$5.9M +$2.61M +9,895 +64%

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.