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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
SCM
2501
Sitrin Capital Management
California
$6.45M -$3.79M -12,610 -38%
GSWM
2502
Golden State Wealth Management
California
$6.45M -$1.9M -6,307 -23%
HCM
2503
Highview Capital Management
Illinois
$6.44M +$489K +1,624 +8%
MAA
2504
Mraz Amerine & Associates
California
$6.44M -$78.5K -261 -1%
CA
2505
Centerpoint Advisors
Massachusetts
$6.43M -$37.9K -126 -0.6%
WR
2506
WD Rutherford
Oregon
$6.43M -$3.01K -10 -0%
HCM
2507
Hengehold Capital Management
Ohio
$6.42M -$514K -1,708 -8%
FUBT
2508
First United Bank & Trust
Maryland
$6.42M -$162K -537 -3%
MA
2509
MCF Advisors
Kentucky
$6.41M +$6.25M +20,774 New
GFS
2510
GYL Financial Synergies
Connecticut
$6.39M -$132K -439 -2%
ACM
2511
AlphaCrest Capital Management
New York
$6.39M -$3.74M -12,426 -37%
HC
2512
Hourglass Capital
Texas
$6.38M -$212K -705 -3%
AFA
2513
AllGen Financial Advisors
Florida
$6.36M +$22K +73 +0.4%
OWA
2514
Octavia Wealth Advisors
Ohio
$6.36M +$33.4K +111 +0.5%
BCM
2515
Breiter Capital Management
Florida
$6.36M -$280K -930 -4%
RFN
2516
RDA Financial Network
Iowa
$6.34M +$240K +797 +4%
APIM
2517
Agate Pass Investment Management
Washington
$6.34M +$199K +662 +3%
IA
2518
Insight Advisors
Pennsylvania
$6.32M +$394K +1,309 +7%
CH
2519
Canton Hathaway
Rhode Island
$6.31M -$51.4K -171 -0.8%
RG
2520
Richelieu Gestion
France
$6.31M +$6.16M +20,463 New
GKFF
2521
George Kaiser Family Foundation
Oklahoma
$6.3M
FFS
2522
Founders Financial Securities
Maryland
$6.3M +$358K +1,190 +6%
AIM
2523
AHL Investment Management
Florida
$6.3M +$951K +3,161 +18%
WE
2524
Wealth Effects
Massachusetts
$6.29M +$82.1K +273 +1%
VLC
2525
Van Leeuwen & Company
New Jersey
$6.29M -$1.32M -4,379 -18%

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.