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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
SIAP
2551
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.01M +$3.26K +12 +0.1%
SMC
2552
Smith, Moore & Co
Missouri
$5M +$100K +369 +2%
SWIG
2553
Strategic Wealth Investment Group
Kentucky
$5M -$134K -494 -2%
FCT
2554
First Community Trust
Iowa
$5M -$2.21M -8,134 -29%
WFI
2555
West Family Investments
California
$4.99M -$494K -1,821 -9%
CIP
2556
Convergence Investment Partners
Florida
$4.99M -$56.7K -209 -1%
AAA
2557
Adams Asset Advisors
Texas
$4.98M +$145K +533 +3%
UAML
2558
US Asset Management LLC
Pennsylvania
$4.97M +$14.4K +53 +0.3%
FWM
2559
Fairhaven Wealth Management
Illinois
$4.96M -$61.3K -226 -1%
BCM
2560
Beck Capital Management
Texas
$4.96M -$973K -3,585 -16%
NAG
2561
Northstar Advisory Group
New Jersey
$4.96M -$1.86M -6,836 -26%
CASB
2562
Cape Ann Savings Bank
Massachusetts
$4.93M +$9.23K +34 +0.2%
MFC
2563
Mechanics Financial Corp
Ohio
$4.93M +$13.6K +50 +0.3%
JGIA
2564
Jackson Grant Investment Advisers
Connecticut
$4.92M -$30.9K -114 -0.6%
RCG
2565
Regatta Capital Group
California
$4.91M -$292K -1,075 -5%
SAM
2566
SignalPoint Asset Management
Missouri
$4.9M -$10.9K -40 -0.2%
HWMA
2567
Heritage Wealth Management (Arizona)
Arizona
$4.89M +$72.7K +268 +1%
PAM
2568
Peninsula Asset Management
Florida
$4.89M -$151K -557 -3%
AIC
2569
Ayalon Insurance Company
Israel
$4.89M -$1.35M -4,990 -21%
MSA
2570
Marino Stram & Associates
Massachusetts
$4.89M -$126K -464 -2%
CNFG
2571
Creegan & Nassoura Financial Group
New Hampshire
$4.89M -$33.9K -125 -0.7%
MC
2572
Mathes Company
New York
$4.88M -$140K -516 -3%
PP
2573
Pacifica Partners
Canada
$4.88M -$23.1K -85 -0.5%
BCM
2574
Boltwood Capital Management
California
$4.87M +$30.4K +112 +0.6%
RC
2575
Reik & Co
New York
$4.87M

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.