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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
SNBOSD
2576
Security National Bank of So Dak
Iowa
$4.86M -$107K -394 -2%
MCM
2577
MV Capital Management
Maryland
$4.86M +$105K +388 +2%
FNBOSM
2578
First National Bank of South Miami
Florida
$4.86M +$66.2K +244 +1%
CCM
2579
Candlestick Capital Management
Connecticut
$4.86M -$53M -195,321 -91%
WWA
2580
WC Walker & Associates
California
$4.85M -$12.5K -46 -0.2%
LMKC
2581
L.M. Kohn & Company
Ohio
$4.85M -$33.7K -124 -0.7%
KWS
2582
Keystone Wealth Services
California
$4.84M +$164K +603 +3%
BWA
2583
Bordeaux Wealth Advisors
California
$4.84M -$156K -575 -3%
DC
2584
DeDora Capital
California
$4.84M +$7.33K +27 +0.1%
MIM
2585
Montgomery Investment Management
Maryland
$4.83M -$109K -400 -2%
CA
2586
CV Advisors
Florida
$4.83M +$97.2K +358 +2%
KLCM
2587
KG&L Capital Management
Louisiana
$4.83M -$685K -2,524 -12%
JSW
2588
Journey Strategic Wealth
New Jersey
$4.81M +$265K +976 +5%
RCWM
2589
Royal Capital Wealth Management
Indiana
$4.81M +$184K +677 +4%
PPG
2590
Peak Planning Group
Colorado
$4.81M +$5.08M +18,716 New
BMC
2591
Beaton Management Company
Massachusetts
$4.8M
LCM
2592
LCM Capital Management
Illinois
$4.8M -$52.4K -193 -1%
PI
2593
Pettee Investors
Connecticut
$4.8M +$348K +1,284 +7%
AHIA
2594
Andrew Hill Investment Advisors
Florida
$4.8M +$175K +645 +4%
TA
2595
Trellis Advisors
Washington
$4.79M +$349K +1,287 +7%
WDG
2596
Wealth Dimensions Group
Ohio
$4.79M +$43.7K +161 +0.9%
WMA
2597
Wealth Management Associates
New Jersey
$4.79M -$132K -487 -3%
CFO
2598
CVA Family Office
Colorado
$4.79M +$276K +1,018 +6%
GC
2599
GFG Capital
Florida
$4.79M +$84.1K +310 +2%
IF
2600
Intrua Financial
Texas
$4.79M -$147K -541 -3%

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.