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4,540 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 2,188 increasing their positions, 1,904 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

47% more call options, than puts

Call options by funds: $41.2B | Put options by funds: $28.1B

15% more repeat investments, than reductions

Existing positions increased: 2,188 | Existing positions reduced: 1,904

0% less funds holding

Funds holding: 4,5434,540 (-3)

0.17% less ownership

Funds ownership: 70.36%70.19% (-0.17%)

2% less funds holding in top 10

Funds holding in top 10: 2,5422,498 (-44)

6% less capital invested

Capital invested by funds: $1.77T → $1.65T (-$114B)

Holders
4,540
Holders Change
-3
Holders Change %
-0.07%
% of All Funds
71.6%
Holding in Top 10
2,498
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-1.73%
% of All Funds
39.39%
New
159
Increased
2,188
Reduced
1,904
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2476
Legacy Financial Advisors
Kentucky
$6.64M +$500K +1,662 +8%
ECU
2477
Eisler Capital (UK)
United Kingdom
$6.64M +$6.48M +21,530 New
BEC
2478
Blue Edge Capital
Virginia
$6.64M +$45.1K +150 +0.7%
CCG
2479
Ceeto Capital Group
Florida
$6.63M -$963K -3,200 -13%
CCA
2480
Catalyst Capital Advisors
New York
$6.63M +$117K +388 +2%
NPP
2481
New Potomac Partners
Maryland
$6.62M -$466K -1,548 -7%
FA
2482
Financial Advisors
Massachusetts
$6.62M +$301 +1 +0%
SA
2483
Scarborough Advisors
Maryland
$6.6M -$99.3K -330 -2%
SAM
2484
S.A. Mason
Michigan
$6.57M +$114K +378 +2%
KLCM
2485
KG&L Capital Management
Louisiana
$6.57M +$961K +3,195 +18%
PC
2486
Permanens Capital
New York
$6.56M -$4.1M -13,615 -39%
WFI
2487
West Family Investments
California
$6.55M +$56.3K +187 +0.9%
KIC
2488
Kensington Investment Counsel
California
$6.55M +$220K +731 +4%
BPCA
2489
Bank Pictet & Cie (Asia)
Singapore
$6.55M +$468K +1,555 +8%
MIM
2490
Moseley Investment Management
Florida
$6.53M -$103K -343 -2%
SEC
2491
Seven Eight Capital
New York
$6.52M +$6.36M +21,149 New
PWMG
2492
Pinnacle Wealth Management Group
Michigan
$6.52M +$74.3K +247 +1%
CSIA
2493
Carl Stuart Investment Advisor
Texas
$6.51M -$195K -649 -24%
WMP
2494
Wealth Management Partners
Arizona
$6.5M +$301K +1,000 +5%
SWM
2495
Sculati Wealth Management
Michigan
$6.49M +$30.1K +100 +0.5%
IAS
2496
IMA Advisory Services
Colorado
$6.49M +$66.2K +220 +1%
RCA
2497
Resonant Capital Advisors
Wisconsin
$6.49M +$165K +549 +3%
FCFC
2498
First Commonwealth Financial Corp
Pennsylvania
$6.47M +$175K +582 +3%
CNBTD
2499
Citizens National Bank Trust Department
Mississippi
$6.46M -$160K -533 -2%
BOS
2500
Bank of Stockton
California
$6.45M -$217K -720 -3%

MSFT Hedge Fund Activity: Q1 2022 in Review

4,540 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2022, worth a combined $1.65T — down 6.4% from $1.77T a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new MSFT positions and 106 closed out — a net gain of 53 holders — while 2,188 added to existing stakes and 1,904 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $6.18B. The largest seller was Royal Bank of Canada, cutting an estimated $3.16B.

  • 4,540 institutional investors held Microsoft (MSFT) as of Q1 2022, down from 4,543 in Q4 2021.
  • Funds reported $1.65T of Microsoft stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 159 funds opened new Microsoft positions in Q1 2022 and 106 closed out, a net change of +53 holders.
  • The largest Microsoft buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.18B added.
  • The largest Microsoft seller in Q1 2022 was Royal Bank of Canada, an estimated $3.16B sold.

Based on aggregated 13F filings for Q1 2022.