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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
ATIA
2651
American Trust Investment Advisors
New Hampshire
$4.58M -$57K -210 -1%
CPSC
2652
Carl P. Sherr & Co
Massachusetts
$4.58M +$417K +1,537 +9%
CCFP
2653
Charles Carroll Financial Partners
Massachusetts
$4.56M -$1.9M -7,000 -28%
AIA
2654
Alera Investment Advisors
Illinois
$4.56M +$63.5K +234 +1%
AFG
2655
Allegheny Financial Group
Pennsylvania
$4.55M +$143K +527 +3%
BWM
2656
Baystate Wealth Management
Massachusetts
$4.55M +$266K +980 +6%
HAC
2657
Harbor Advisory Corp
New Hampshire
$4.54M +$534K +1,969 +13%
IIC
2658
Integrated Investment Consultants
Michigan
$4.54M -$683K -2,517 -12%
BIA
2659
Benchmark Investment Advisors
Illinois
$4.53M +$394K +1,453 +9%
LWA
2660
Lineweaver Wealth Advisors
Ohio
$4.52M +$22.5K +83 +0.5%
CAWM
2661
Capital Advisors Wealth Management
Washington
$4.52M +$87.9K +324 +2%
CG
2662
Castellan Group
Kentucky
$4.52M -$286K -1,053 -6%
KA
2663
Kozak & Associates
Colorado
$4.52M +$691K +2,547 +17%
RVPG
2664
Relative Value Partners Group
$4.51M +$1.65M +6,072 +61%
BCM
2665
Brooktree Capital Management
Michigan
$4.51M -$182K -670 -4%
RCIM
2666
Red Cedar Investment Management
Michigan
$4.51M
SNBOSCI
2667
Security National Bank of Sioux City Iowa
Iowa
$4.51M +$1.36K +5 +0%
BLC
2668
Brown, Lisle/Cummings
Rhode Island
$4.51M +$271 +1 +0%
LAM
2669
L2 Asset Management
Massachusetts
$4.5M -$633K -2,332 -12%
PIMG
2670
Patriot Investment Management Group
Tennessee
$4.5M -$287K -1,058 -6%
OPWM
2671
Oxinas Partners Wealth Management
Indiana
$4.5M +$2.93M +10,787 +160%
QFA
2672
Quattro Financial Advisors
Texas
$4.5M
LA
2673
Lifeworks Advisors
Michigan
$4.5M +$366K +1,347 +8%
RZH
2674
Relyea Zuckerberg Hanson
Connecticut
$4.49M +$177K +651 +4%
I
2675
INVST
Indiana
$4.48M -$57.3K -211 -1%

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.