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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
Creative Planning
251
Creative Planning
Kansas
$543M +$50.2M +166,926 +10%
SC
252
Scotia Capital
Ontario, Canada
$528M +$32M +106,422 +7%
JSP
253
Jackson Square Partners
California
$528M -$30.8M -102,318 -6%
CWM
254
CIBC World Markets
New York
$523M -$224M -745,937 -31%
FAF
255
Fjarde Ap-fonden
Sweden
$523M -$39.3M -130,510 -7%
CGI
256
Comgest Global Investors
France
$518M -$37.5M -124,521 -7%
IFP
257
Independent Franchise Partners
United Kingdom
$514M -$25M -83,089 -5%
EHC
258
Everett Harris & Co
California
$512M -$1.54M -5,107 -0.3%
VRS
259
Virginia Retirement Systems
Virginia
$507M +$15M +49,900 +3%
ZIG
260
Zurich Insurance Group
Switzerland
$499M +$78.7M +261,601 +19%
CTC (Chicago Trading Company)
261
CTC (Chicago Trading Company)
Illinois
$498M +$482M +1,601,999 +10,928%
FAF
262
Första AP-fonden
Sweden
$497M -$26.1M -86,700 -5%
SM
263
SCGE Management
California
$495M
Jacobs Levy Equity Management
264
Jacobs Levy Equity Management
New Jersey
$492M +$138M +458,607 +40%
BBHC
265
Brown Brothers Harriman & Co
New York
$485M +$323M +1,074,989 +216%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$473M +$44.4M +147,704 +11%
BTW
267
Boston Trust Walden
Massachusetts
$454M +$29.8K +99 +0%
X
268
Xponance
Pennsylvania
$451M +$4.13M +13,725 +0.9%
Westfield Capital Management
269
Westfield Capital Management
Massachusetts
$449M -$39M -129,501 -8%
BAM
270
Burgundy Asset Management
Ontario, Canada
$449M -$6.62M -22,006 -1%
CAM
271
Close Asset Management
United Kingdom
$443M
PC
272
PointState Capital
New York
$435M +$304M +1,009,722 +251%
MU
273
Mirova US
Massachusetts
$428M +$18.2M +60,541 +5%
AIM
274
Artemis Investment Management
United Kingdom
$426M +$20.4M +67,783 +5%
NAM
275
Nissay Asset Management
Japan
$425M +$10.4M +34,427 +3%

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.