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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
TLP
2401
Trinity Legacy Partners
Texas
$5.45M -$149K -564 -2%
FLI
2402
Family Legacy Inc
South Carolina
$5.45M +$18.2K +69 +0.3%
BAM
2403
Byrne Asset Management
New Jersey
$5.45M -$46.7K -177 -0.8%
MPCL
2404
My Personal CFO LLC
Washington
$5.42M -$1.49M -5,659 -20%
SSWM
2405
Sheets Smith Wealth Management
North Carolina
$5.41M +$511K +1,937 +9%
DA
2406
Duality Advisers
Florida
$5.41M -$528 -2 -0%
GFS
2407
GYL Financial Synergies
Connecticut
$5.41M -$90.6K -343 -1%
VLC
2408
Van Leeuwen & Company
New Jersey
$5.41M +$527K +1,996 +9%
SCI
2409
Stableford Capital II
Arizona
$5.39M -$34.9K -132 -0.6%
HCCM
2410
Hudson Canyon Capital Management
New York
$5.39M +$1.22M +4,605 +25%
SC
2411
Stolper & Co
Oklahoma
$5.39M -$4.22K -16 -0.1%
IFAM
2412
Institutional & Family Asset Management
Colorado
$5.39M +$842K +3,190 +16%
RCG
2413
Regatta Capital Group
California
$5.39M +$488K +1,847 +10%
CWG
2414
Crown Wealth Group
North Carolina
$5.38M -$12.4K -47 -0.2%
LCH
2415
Lee Capital Holdings
New York
$5.38M -$4.41M -16,704 -42%
CWP
2416
Concord Wealth Partners
Virginia
$5.37M -$54.9K -208 -0.9%
BSB
2417
Bangor Savings Bank
Maine
$5.36M +$56.5K +214 +0.9%
FNWM
2418
Financial Network Wealth Management
Utah
$5.36M +$7.13K +27 +0.1%
WBG
2419
Wharton Business Group
Pennsylvania
$5.35M +$104K +395 +2%
FFS
2420
Founders Financial Securities
Maryland
$5.34M +$520K +1,968 +9%
AB
2421
Atlas Brown
Kentucky
$5.33M -$22.4K -85 -0.4%
TAM
2422
Townsend Asset Management
North Carolina
$5.33M -$59.1K -224 -1%
BV
2423
Boxwood Ventures
Illinois
$5.33M
RI
2424
Redwood Investments
Massachusetts
$5.33M -$511K -1,934 -8%
KA
2425
Kercheville Advisors
Texas
$5.33M -$177K -669 -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.