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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
PKC
2651
Palmer Knight Company
Florida
$5.58M -$4.19M -13,935 -43%
AWM
2652
Accurate Wealth Management
Florida
$5.58M +$2.23M +7,397 +69%
PM
2653
Precept Management
Texas
$5.58M +$30.1K +100 +0.6%
EWM
2654
Evermay Wealth Management
Virginia
$5.57M -$192K -638 -3%
ATIA
2655
American Trust Investment Advisors
New Hampshire
$5.57M -$57.8K -192 -1%
RCWM
2656
Royal Capital Wealth Management
Indiana
$5.56M +$6.32K +21 +0.1%
AHIA
2657
Andrew Hill Investment Advisors
Florida
$5.56M +$439K +1,459 +9%
CBFP
2658
Cedar Brook Financial Partners
Ohio
$5.55M +$478K +1,590 +10%
CGA
2659
Crescent Grove Advisors
Illinois
$5.55M +$4.77M +15,853 +84%
IA
2660
IFP Advisors
Florida
$5.54M +$19.8M +65,756 +76%
PAA
2661
Peregrine Asset Advisers
Oregon
$5.52M -$800K -2,658 -13%
VDBMI
2662
Van Den Berg Management I
Texas
$5.52M -$1.11M -3,686 -17%
HAS
2663
HBW Advisory Services
California
$5.51M -$2.57M -8,533 -32%
GITFIT
2664
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$5.5M +$5.37M +17,835 New
KS
2665
Karpas Strategies
Connecticut
$5.5M +$15.3K +51 +0.3%
TCM
2666
Teza Capital Management
Illinois
$5.48M +$298K +989 +6%
JSW
2667
Journey Strategic Wealth
New Jersey
$5.47M +$48.4K +161 +0.9%
GC
2668
Gilbert & Cook
Iowa
$5.46M +$932K +3,099 +21%
SC
2669
Slow Capital
California
$5.46M -$2.21M -7,339 -29%
BHA
2670
Beech Hill Advisors
New York
$5.46M -$2.39M -7,953 -31%
DL
2671
DOHJ LLC
Washington
$5.45M -$134K -447 -2%
JDR
2672
Jay D. Rosenbaum
$5.45M -$202K -670 -4%
WWA
2673
WC Walker & Associates
California
$5.45M +$21.4K +71 +0.4%
MC
2674
Matisse Capital
Oregon
$5.44M -$102K -339 -2%
CFO
2675
CVA Family Office
Colorado
$5.44M +$473K +1,573 +10%

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.