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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
HLCM
2376
Hickory Lane Capital Management
New York
$5.59M -$792K -3,000 -11%
AGAM
2377
Audent Global Asset Management
California
$5.58M -$142K -538 -2%
VCM
2378
Vivaldi Capital Management
Illinois
$5.57M +$39.3K +149 +0.6%
PO
2379
Private Ocean
California
$5.57M +$132K +500 +2%
AAM
2380
AR Asset Management
California
$5.57M
SQA
2381
Simon Quick Advisors
New Jersey
$5.56M +$1.02M +3,862 +19%
MCM
2382
McDonough Capital Management
Florida
$5.56M +$24.6K +93 +0.4%
FFA
2383
Fairfield Financial Advisors
Massachusetts
$5.56M +$6.07K +23 +0.1%
MCP
2384
Martin Capital Partners
Oregon
$5.55M +$1.73M +6,547 +38%
TIA
2385
Trust Investment Advisors
Indiana
$5.54M -$135K -510 -2%
BWG
2386
Beta Wealth Group
California
$5.53M +$533K +2,017 +9%
SDWMA
2387
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.53M -$801K -3,035 -11%
ATFA
2388
All Terrain Financial Advisors
Minnesota
$5.53M +$45.2K +171 +0.7%
AC
2389
Annandale Capital
Texas
$5.52M -$4.75K -18 -0.1%
LA
2390
Lindenwold Advisors
Pennsylvania
$5.52M -$168K -635 -3%
WWM
2391
Westwood Wealth Management
California
$5.51M -$47.5K -180 -0.8%
AFWM
2392
AMJ Financial Wealth Management
Virginia
$5.51M +$39.9K +151 +0.6%
SIAG
2393
Signet Investment Advisory Group
Rhode Island
$5.51M -$172K -653 -3%
PFGIA
2394
Patriot Financial Group Insurance Agency
Massachusetts
$5.5M +$156K +590 +3%
EWA
2395
Encompass Wealth Advisors
Oregon
$5.5M -$170K -645 -3%
CAM
2396
Costello Asset Management
Pennsylvania
$5.49M -$511K -1,934 -8%
AWM
2397
Accurate Wealth Management
Florida
$5.48M +$1.31M +4,971 +30%
MVA
2398
Mount Vernon Associates
Maryland
$5.47M -$71.3K -270 -1%
MAM
2399
Montchanin Asset Management
Delaware
$5.47M
SG
2400
Somerset Group
Minnesota
$5.46M +$185K +700 +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.