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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
BCM
2726
Brookmont Capital Management
Texas
$5.16M +$33.7K +112 +0.7%
BWM
2727
Baystate Wealth Management
Massachusetts
$5.16M +$413K +1,372 +9%
NCM
2728
New Capital Management
Texas
$5.15M +$116K +384 +2%
BBWA
2729
Bell & Brown Wealth Advisors
California
$5.15M +$92.7K +308 +2%
BC
2730
Breakline Capital
New York
$5.15M -$1.68M -5,589 -25%
AIS
2731
AM Investment Strategies
Tennessee
$5.14M +$400K +1,330 +9%
WFS
2732
Widmann Financial Services
Maryland
$5.14M -$190K -631 -4%
MLA
2733
My Legacy Advisors
Oregon
$5.13M +$5.01M +16,639 New
JE
2734
JMAC Enterprises
Pennsylvania
$5.13M +$682K +2,267 +16%
AWC
2735
Abundance Wealth Counselors
Pennsylvania
$5.12M +$1.58M +5,265 +46%
RS
2736
Retirement Solution
Washington
$5.12M +$150K +498 +3%
MIC
2737
Maxi Investments CY
Cyprus
$5.11M +$4.98M +16,550 New
SWMG
2738
Signature Wealth Management Group
Georgia
$5.09M +$587K +1,951 +13%
MJB
2739
Mark J. Bradley
$5.09M -$174K -577 -3%
DWP
2740
Destiny Wealth Partners
Florida
$5.08M -$89.7K -298 -2%
WA
2741
Waddell & Associates
Tennessee
$5.08M +$455K +1,513 +10%
RTC
2742
Riverview Trust Company
Washington
$5.08M +$1.54M +5,113 +45%
CCM
2743
Cox Capital Management
Massachusetts
$5.08M +$859K +2,855 +21%
PWA
2744
Phoenix Wealth Advisors
North Carolina
$5.07M +$142K +472 +3%
SIA
2745
SkyView Investment Advisors
New Jersey
$5.07M -$7.12M -23,679 -57%
ANB
2746
Amarillo National Bank
Texas
$5.07M -$5.12K -17 -0.1%
BCM
2747
Bancreek Capital Management
California
$5.06M +$1.69M +5,621 +52%
SW
2748
StrongBox Wealth
Missouri
$5.06M -$757K -2,515 -13%
WBG
2749
Wharton Business Group
Pennsylvania
$5.06M -$108K -360 -2%
FDS
2750
First Dallas Securities
Texas
$5.05M +$1.28M +4,251 +35%

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.