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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
SC
2701
Slow Capital
California
$4.34M -$219K -808 -5%
MCM
2702
Marathon Capital Management
Maryland
$4.34M +$30.4K +112 +0.7%
CCM
2703
Chickasaw Capital Management
Tennessee
$4.34M
SFG
2704
Synergy Financial Group
California
$4.34M -$107K -393 -2%
FC
2705
Financial Consulate
Maryland
$4.32M +$224K +825 +5%
JE
2706
JMAC Enterprises
Pennsylvania
$4.31M +$45.9K +169 +1%
PHIMC
2707
Private Harbour Investment Management & Counsel
Ohio
$4.31M -$83.9K -309 -2%
WFS
2708
Widmann Financial Services
Maryland
$4.31M +$30.7K +113 +0.7%
LM
2709
Lincluden Management
Ontario, Canada
$4.3M -$84.9K -313 -2%
RTC
2710
Riverview Trust Company
Washington
$4.3M +$77.6K +286 +2%
GCM
2711
Geneva Capital Management
Wisconsin
$4.3M -$444K -1,636 -9%
FC
2712
Fusion Capital
South Carolina
$4.3M +$196K +722 +5%
GPA
2713
Garrison Point Advisors
California
$4.3M -$6.79K -25 -0.1%
SAA
2714
Southeast Asset Advisors
Georgia
$4.29M +$242K +893 +6%
CCM
2715
Cox Capital Management
Massachusetts
$4.28M +$54K +199 +1%
FDS
2716
First Dallas Securities
Texas
$4.28M +$74.1K +273 +2%
CIP
2717
Capital Insight Partners
Arizona
$4.27M +$94.4K +348 +2%
SP
2718
Successful Portfolios
Florida
$4.27M -$43.2K -159 -0.9%
IC
2719
Iconiq Capital
California
$4.27M -$42.6K -157 -0.9%
WA
2720
Waddell & Associates
Tennessee
$4.27M +$33.4K +123 +0.7%
CCM
2721
Compton Capital Management
Rhode Island
$4.27M -$7.51M -27,679 -62%
BHA
2722
Beech Hill Advisors
New York
$4.27M -$297K -1,095 -6%
GKFF
2723
George Kaiser Family Foundation
Oklahoma
$4.26M -$1.04M -3,836 -19%
RS
2724
Retirement Solution
Washington
$4.26M
FAP
2725
Financial Advisory Partners
Florida
$4.25M +$137K +504 +3%

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.