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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
MUAMU
2601
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.86M -$3.31M -11,000 -37%
LMKC
2602
L.M. Kohn & Company
Ohio
$5.86M +$5.72M +18,996 New
RC
2603
Reik & Co
New York
$5.84M +$43.6K +145 +0.8%
S
2604
Surevest
California
$5.84M -$1.13M -3,741 -16%
KC
2605
Kenfarb & Co
Kentucky
$5.84M -$215K -716 -4%
KL
2606
KWMG LLC
Kansas
$5.82M +$131K +437 +2%
LCM
2607
LCM Capital Management
Illinois
$5.82M +$44.8K +149 +0.8%
TVWM
2608
Tower View Wealth Management
Wisconsin
$5.82M +$62.9K +209 +1%
BCM
2609
Boltwood Capital Management
California
$5.82M +$239K +795 +4%
RWP
2610
Revolve Wealth Partners
New Jersey
$5.82M +$241K +802 +4%
AAA
2611
Adams Asset Advisors
Texas
$5.81M
WCA
2612
Whetstone Capital Advisors
Kansas
$5.8M +$5.66M +18,826 New
DC
2613
DeDora Capital
California
$5.8M +$5.66M +18,810 New
HWMA
2614
Heritage Wealth Management (Arizona)
Arizona
$5.79M +$5.65M +18,783 New
WIM
2615
Wittenberg Investment Management
Massachusetts
$5.78M -$366K -1,215 -6%
LS
2616
Leelyn Smith
Illinois
$5.77M +$136K +451 +2%
BMC
2617
Beaton Management Company
Massachusetts
$5.76M +$311K +1,035 +6%
CHP
2618
Cable Hill Partners
Oregon
$5.76M -$96.3K -320 -2%
GWMIA
2619
Global Wealth Management Investment Advisory
Florida
$5.76M +$68.9K +229 +1%
FNBOSM
2620
First National Bank of South Miami
Florida
$5.76M +$219K +728 +4%
COLIM
2621
City of London Investment Management
United Kingdom
$5.75M +$5.6M +18,628 New
BCP
2622
Blackhawk Capital Partners
Wisconsin
$5.75M +$90.3K +300 +2%
CG
2623
Castellan Group
Kentucky
$5.75M +$1.69M +5,606 +43%
SFG
2624
Snider Financial Group
Washington
$5.73M -$66.5K -221 -1%
PIMG
2625
Patriot Investment Management Group
Tennessee
$5.73M +$48.7K +162 +0.9%

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.