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4,508 hedge funds and large institutions have $1.34T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 2,072 increasing their positions, 1,947 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $39.9B | Put options by funds: $21.8B

25% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 114

6% more repeat investments, than reductions

Existing positions increased: 2,072 | Existing positions reduced: 1,947

0.37% less ownership

Funds ownership: 70.19%69.82% (-0.37%)

1% less funds holding

Funds holding: 4,5404,508 (-32)

3% less funds holding in top 10

Funds holding in top 10: 2,4982,426 (-72)

19% less capital invested

Capital invested by funds: $1.65T → $1.34T (-$318B)

Holders
4,508
Holders Change
-32
Holders Change %
-0.7%
% of All Funds
75.93%
Holding in Top 10
2,426
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.88%
% of All Funds
40.86%
New
143
Increased
2,072
Reduced
1,947
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
2526
Institutional & Family Asset Management
Colorado
$5.12M +$180K +665 +3%
CPIA
2527
Cornell Pochily Investment Advisors
New York
$5.12M +$71.7K +264 +1%
HFA
2528
HC Financial Advisors
California
$5.12M -$11.7K -43 -0.2%
FIM
2529
Freedom Investment Management
Connecticut
$5.12M +$695K +2,562 +15%
SN
2530
Sittner & Nelson
Oregon
$5.11M +$1.09M +4,015 +25%
GI
2531
GS Investments
Minnesota
$5.1M -$54.3K -200 -1%
WAG
2532
Winthrop Advisory Group
Massachusetts
$5.1M +$193K +710 +4%
LB
2533
Leo Brokerage
Texas
$5.1M -$2.98M -10,972 -36%
FCB
2534
First Command Bank
Texas
$5.09M +$102K +375 +2%
FCFS
2535
First Command Financial Services
Texas
$5.09M +$102K +375 +2%
KMWM
2536
Keudell/Morrison Wealth Management
Oregon
$5.09M -$130K -480 -2%
BFG
2537
Beacon Financial Group
Texas
$5.08M +$51.8K +191 +1%
BCM
2538
Bienville Capital Management
New York
$5.08M +$324K +1,195 +6%
LAM
2539
LFS Asset Management
California
$5.07M +$5.35M +19,728 New
SWM
2540
Scissortail Wealth Management
Oklahoma
$5.07M +$228K +839 +6%
BSA
2541
Bull Street Advisors
Georgia
$5.04M +$14.9K +55 +0.3%
FCA
2542
FLC Capital Advisors
California
$5.04M -$630K -2,323 -11%
OIA
2543
Optimum Investment Advisors
Illinois
$5.04M +$28.8K +106 +0.5%
KL
2544
KWMG LLC
Kansas
$5.04M +$195K +718 +4%
BAS
2545
Brown Advisory Securities
Maryland
$5.03M -$3.21M -11,821 -38%
XF
2546
XML Financial
Maryland
$5.03M -$14.4M -53,094 -73%
APG
2547
Abacus Planning Group
South Carolina
$5.02M +$139K +513 +3%
GAG
2548
Goodman Advisory Group
Massachusetts
$5.01M -$1.91M -7,027 -26%
SFS
2549
Strategic Financial Services
New York
$5.01M -$221K -816 -4%
MA
2550
McBroom & Associates
Nevada
$5.01M -$34.2K -126 -0.6%

MSFT Hedge Fund Activity: Q2 2022 in Review

4,508 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2022, worth a combined $1.34T — down 19% from $1.65T a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MSFT positions and 114 closed out — a net gain of 29 holders — while 2,072 added to existing stakes and 1,947 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.31B. The largest seller was Aaron Wealth Advisors, cutting an estimated $5.57B.

  • 4,508 institutional investors held Microsoft (MSFT) as of Q2 2022, down from 4,540 in Q1 2022.
  • Funds reported $1.34T of Microsoft stock for Q2 2022, down 19% quarter-over-quarter.
  • 143 funds opened new Microsoft positions in Q2 2022 and 114 closed out, a net change of +29 holders.
  • The largest Microsoft buyer in Q2 2022 was Morgan Stanley, an estimated $9.31B added.
  • The largest Microsoft seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5.57B sold.

Based on aggregated 13F filings for Q2 2022.