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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
SWA
2326
Sutton Wealth Advisors
Florida
$5.9M +$160K +606 +2%
PRWA
2327
Platte River Wealth Advisors
Colorado
$5.9M -$9.77K -37 -0.1%
LF
2328
Lee Financial
Texas
$5.89M +$51.2K +194 +0.8%
CJFS
2329
Coulter & Justus Financial Services
Tennessee
$5.89M
JHA
2330
Jackson Hill Advisors
Texas
$5.88M +$6.67M +25,250 New
HHGA
2331
Halbert Hargrove Global Advisors
California
$5.88M +$88.5K +335 +1%
MCCP
2332
Mission Creek Capital Partners
California
$5.87M +$97.4K +369 +1%
BI
2333
Beecher Investors
Connecticut
$5.87M
AIM
2334
AMI Investment Management
Indiana
$5.87M +$588K +2,225 +10%
AAM
2335
Ascension Asset Management
New York
$5.86M
SFS
2336
Summit Financial Strategies
Ohio
$5.86M +$800K +3,028 +14%
MA
2337
MCF Advisors
Kentucky
$5.83M +$201K +760 +3%
KI
2338
Kapitalo Investimentos
Brazil
$5.83M
HA
2339
Harbor Advisors
Florida
$5.82M
HIS
2340
Horizon Investment Services
Indiana
$5.82M -$125K -473 -2%
SIM
2341
Studio Investment Management
Illinois
$5.81M +$182K +691 +3%
PSP
2342
Principal Street Partners
Tennessee
$5.79M +$22.4K +85 +0.3%
KA
2343
Klingman & Associates
New York
$5.79M +$32.5K +123 +0.5%
TRIA
2344
Trail Ridge Investment Advisors
Colorado
$5.77M -$192K -726 -3%
HI
2345
Handelsinvest Investeringsforvaltning
Denmark
$5.76M
VBCG
2346
Valley Brook Capital Group
Pennsylvania
$5.76M +$40.9K +155 +0.6%
SFI
2347
SPC Financial Inc
Maryland
$5.75M -$10.6K -40 -0.2%
PA
2348
Probity Advisors
Texas
$5.75M -$90.6K -343 -1%
ACM
2349
Ayrshire Capital Management
Connecticut
$5.75M +$119K +449 +2%
SC
2350
Solstein Capital
California
$5.74M -$13.2K -50 -0.2%

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.