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Microsoft

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
AWM
2426
Atticus Wealth Management
Florida
$5.33M
HVP
2427
Hudson Value Partners
Florida
$5.32M +$217K +823 +4%
SAM
2428
Security Asset Management
New York
$5.3M +$361K +1,367 +6%
FIM
2429
Fruth Investment Management
Texas
$5.3M -$3.96K -15 -0.1%
SOAMC
2430
Spirit of America Management Corp
New York
$5.3M -$317K -1,200 -5%
CPWA
2431
Cerro Pacific Wealth Advisors
California
$5.29M +$252K +954 +4%
SCM
2432
Soros Capital Management
New York
$5.29M -$5.99M -22,700 -50%
BWS
2433
Buck Wealth Strategies
Colorado
$5.29M +$4.42M +16,742 New
WP
2434
WealthShield Partners
North Carolina
$5.28M +$186K +705 +3%
AW
2435
Alaethes Wealth
Nevada
$5.28M +$214K +812 +4%
RCA
2436
Resonant Capital Advisors
Wisconsin
$5.26M +$218K +825 +4%
ECM
2437
EagleClaw Capital Management
Massachusetts
$5.25M -$825K -3,125 -12%
RGI
2438
River Global Investors
United Kingdom
$5.25M +$1.09M +4,145 +23%
GWMIA
2439
Global Wealth Management Investment Advisory
Florida
$5.24M +$149K +563 +3%
UFG
2440
United Fire Group
Iowa
$5.24M
ACM
2441
Alcosta Capital Management
California
$5.24M -$174K -660 -3%
CWAG
2442
Compton Wealth Advisory Group
Virginia
$5.23M +$45.7K +173 +0.8%
SCA
2443
Scott Capital Advisors
Oregon
$5.23M +$1.85K +7 +0%
Walleye Capital
2444
Walleye Capital
New York
$5.22M +$5.92M +22,410 New
IDP
2445
In-Depth Partners
Florida
$5.22M +$321K +1,217 +6%
APIM
2446
Agate Pass Investment Management
Washington
$5.21M +$319K +1,208 +6%
MIM
2447
MTM Investment Management
South Carolina
$5.21M +$52.3K +198 +0.9%
MPAM
2448
Murphy Pohlad Asset Management
Minnesota
$5.2M -$62.1K -235 -1%
NG
2449
NWK Group
California
$5.2M -$202K -766 -3%
WMP
2450
Wealth Management Partners
Arizona
$5.2M +$528K +2,000 +10%

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.