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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
PIM
2451
Platinum Investment Management
Australia
$5.2M
CRWM
2452
Castle Rock Wealth Management
California
$5.18M +$706K +2,675 +13%
MFG
2453
Magnus Financial Group
New York
$5.16M -$30.4K -115 -0.5%
WDC
2454
Woodward Diversified Capital
California
$5.16M -$67.1K -254 -1%
SWM
2455
Sculati Wealth Management
Michigan
$5.15M +$250K +946 +4%
FPA
2456
First Pacific Advisors
California
$5.15M
D
2457
Drystone
Virginia
$5.14M +$264 +1 +0%
STAS
2458
Strong Tower Advisory Services
Minnesota
$5.14M -$114K -431 -2%
WI
2459
WrapManager Inc
California
$5.13M +$157K +594 +3%
CST
2460
Charles Schwab Trust
Nevada
$5.12M -$38.3K -145 -0.7%
ICM
2461
IMS Capital Management
Oregon
$5.12M +$521K +1,972 +10%
WPA
2462
Winning Points Advisors
Florida
$5.11M -$601K -2,277 -10%
KIC
2463
Kensington Investment Counsel
California
$5.11M +$175K +662 +3%
IP
2464
Ignite Planners
California
$5.11M +$924K +3,500 +20%
HCM
2465
Hengehold Capital Management
Ohio
$5.1M +$123K +467 +2%
WPC
2466
Wedmont Private Capital
Pennsylvania
$5.09M -$2.3M -8,711 -28%
MCM
2467
MV Capital Management
Maryland
$5.09M +$777K +2,942 +16%
BMA
2468
Brooks Moore & Associates
Tennessee
$5.09M -$48.3K -183 -0.8%
FWM
2469
Forefront Wealth Management
Pennsylvania
$5.07M -$152K -574 -3%
DWM
2470
Darwin Wealth Management
Florida
$5.07M -$474K -1,794 -8%
RCM
2471
RB Capital Management
Nevada
$5.06M +$65.2K +247 +1%
KCM
2472
Karp Capital Management
California
$5.06M -$273K -1,033 -5%
SA
2473
Sycale Advisors
New York
$5.05M +$5.73M +21,700 New
EA
2474
Emerald Advisers
Pennsylvania
$5.05M -$373K -1,414 -6%
AIP
2475
Almanack Investment Partners
Pennsylvania
$5.05M -$261K -990 -4%

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.