We are live on ! Find out more
MSFT icon

Microsoft

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
BWA
2576
Bordeaux Wealth Advisors
California
$5.99M +$306K +1,018 +6%
ABP
2577
Arthur B. Page
$5.98M -$237K -788 -4%
NFSG
2578
Newbridge Financial Services Group
Florida
$5.98M +$104K +345 +2%
BFM
2579
Boothbay Fund Management
New York
$5.96M -$10.2M -33,952 -64%
SNBOSD
2580
Security National Bank of So Dak
Iowa
$5.96M +$41.5K +138 +0.7%
UAML
2581
US Asset Management LLC
Pennsylvania
$5.95M +$24.1K +80 +0.4%
FMB
2582
Field & Main Bank
Kentucky
$5.95M +$134K +445 +2%
IFAM
2583
Institutional & Family Asset Management
Colorado
$5.95M -$126K -420 -2%
BFG
2584
Beacon Financial Group
Texas
$5.94M -$9.33K -31 -0.2%
JGIA
2585
Jackson Grant Investment Advisers
Connecticut
$5.94M -$59.9K -199 -1%
PAM
2586
Premier Asset Management
Illinois
$5.93M +$4.65M +15,468 +411%
MIM
2587
Montgomery Investment Management
Maryland
$5.92M
IF
2588
Intrua Financial
Texas
$5.91M -$9.93K -33 -0.2%
CASB
2589
Cape Ann Savings Bank
Massachusetts
$5.91M -$192K -638 -3%
MA
2590
MONECO Advisors
Connecticut
$5.91M +$275K +914 +5%
CMANY
2591
Capital Management Associates (New York)
New York
$5.91M +$31.6K +105 +0.6%
CNFG
2592
Creegan & Nassoura Financial Group
New Hampshire
$5.91M -$6.02K -20 -0.1%
MFC
2593
Mechanics Financial Corp
Ohio
$5.9M +$12K +40 +0.2%
WAG
2594
Winthrop Advisory Group
Massachusetts
$5.9M +$160K +531 +3%
WMA
2595
Wealth Management Associates
New Jersey
$5.9M -$434K -1,442 -7%
SAM
2596
SignalPoint Asset Management
Missouri
$5.9M +$84.2K +280 +1%
SFG
2597
StrategIQ Financial Group
Indiana
$5.89M -$99K -329 -2%
SMC
2598
Smith, Moore & Co
Missouri
$5.89M +$5.75M +19,097 New
BSI
2599
Bennett Selby Investments
Maine
$5.87M +$849K +2,823 +17%
APG
2600
Abacus Planning Group
South Carolina
$5.87M +$220K +732 +4%

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.