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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
DL
2676
DOHJ LLC
Washington
$4.48M -$66K -243 -1%
CWM
2677
Connecticut Wealth Management
Connecticut
$4.48M +$406K +1,497 +9%
CGA
2678
Crescent Grove Advisors
Illinois
$4.47M -$4.67M -17,206 -50%
KWA
2679
KCS Wealth Advisory
California
$4.47M +$118K +434 +3%
EWM
2680
Evermay Wealth Management
Virginia
$4.47M -$182K -669 -4%
BRA
2681
Bender Robert & Associates
California
$4.47M +$13.6K +50 +0.3%
SRSA
2682
S.R. Schill & Associates
Washington
$4.46M +$21.4K +79 +0.5%
BBWA
2683
Bell & Brown Wealth Advisors
California
$4.46M +$174K +642 +4%
WWM
2684
Wolff Wiese Magana
California
$4.44M +$45.3K +167 +1%
PWA
2685
Phoenix Wealth Advisors
North Carolina
$4.44M +$93.1K +343 +2%
MCP
2686
Martin Capital Partners
Oregon
$4.44M -$26.1K -96 -0.6%
AWM
2687
Accurate Wealth Management
Florida
$4.41M -$393K -1,448 -8%
KWM
2688
Kolinsky Wealth Management
New Jersey
$4.41M +$27.7K +102 +0.6%
QPWM
2689
Quadrant Private Wealth Management
Pennsylvania
$4.4M +$253K +934 +6%
RIM
2690
Reynolds Investment Management
South Carolina
$4.4M -$47.8K -176 -1%
BW
2691
Bison Wealth
Georgia
$4.4M +$49.4K +182 +1%
SFG
2692
StrategIQ Financial Group
Indiana
$4.4M -$537K -1,980 -10%
NAS
2693
Nicolet Advisory Services
Wisconsin
$4.39M +$352K +1,298 +9%
FFC
2694
First Financial Corp
Indiana
$4.39M -$144K -529 -3%
SW
2695
StrongBox Wealth
Missouri
$4.39M +$184K +678 +4%
WCM
2696
Wunderlich Capital Managemnt
Tennessee
$4.37M +$31.5K +116 +0.7%
MFS
2697
Monetta Financial Services
Illinois
$4.37M
PAMI
2698
Perseverance Asset Management International
Cayman Islands
$4.37M +$4.61M +17,000 New
GLLW
2699
Graves Light Lenhart Wealth
Virginia
$4.36M -$13K -48 -0.3%
WAAG
2700
Wealth Alliance Advisory Group
Kansas
$4.34M +$174K +641 +4%

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.