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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
MCA
2701
MSH Capital Advisors
Arizona
$5.32M +$763K +2,536 +17%
AFG
2702
Allegheny Financial Group
Pennsylvania
$5.3M +$26.2K +87 +0.5%
TIAM2
2703
Tru Independence Asset Management 2
Oregon
$5.29M -$1.89M -6,267 -27%
WWM
2704
Wolff Wiese Magana
California
$5.28M +$382K +1,270 +8%
PHIMC
2705
Private Harbour Investment Management & Counsel
Ohio
$5.27M -$1.68M -5,568 -25%
SW
2706
SkyOak Wealth
Michigan
$5.27M +$231K +767 +5%
GI
2707
GS Investments
Minnesota
$5.27M -$204K -677 -3%
LM
2708
Lincluden Management
Ontario, Canada
$5.26M -$102K -340 -2%
AWMT
2709
AAFMAA Wealth Management & Trust
North Carolina
$5.26M -$4.02M -13,366 -44%
KWM
2710
Kolinsky Wealth Management
New Jersey
$5.26M +$100K +334 +2%
MCM
2711
Moore Capital Management
New York
$5.25M -$66.1M -219,873 -93%
GLLW
2712
Graves Light Lenhart Wealth
Virginia
$5.24M -$153K -508 -3%
MFS
2713
Monetta Financial Services
Illinois
$5.24M -$1.81M -6,000 -26%
KWA
2714
KCS Wealth Advisory
California
$5.24M +$189K +627 +4%
NCM
2715
Noesis Capital Mangement
Florida
$5.24M -$18.1M -60,010 -78%
NIM
2716
NXG Investment Management
Texas
$5.22M +$5.1M +16,947 New
BW
2717
Bison Wealth
Georgia
$5.22M +$323K +1,074 +7%
WCM
2718
Wunderlich Capital Managemnt
Tennessee
$5.21M -$4.81K -16 -0.1%
CCM
2719
Chickasaw Capital Management
Tennessee
$5.21M -$144K -480 -3%
WAM
2720
Werlinich Asset Management
Connecticut
$5.19M -$63.2K -210 -1%
OC
2721
Optimas Capital
Hong Kong
$5.18M +$5.05M +16,795 New
SP
2722
Successful Portfolios
Florida
$5.18M -$11.7K -39 -0.2%
MCM
2723
Marathon Capital Management
Maryland
$5.18M +$9.03K +30 +0.2%
IC
2724
Iconiq Capital
California
$5.17M +$111K +370 +2%
GPA
2725
Garrison Point Advisors
California
$5.17M -$9.63K -32 -0.2%

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.