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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
HC
2726
HNP Capital
New York
$4.25M -$2.46M -9,050 -35%
EFG
2727
Everhart Financial Group
Ohio
$4.25M +$107K +396 +2%
FG
2728
Foster Group
Iowa
$4.24M +$333K +1,227 +8%
SWMG
2729
Signature Wealth Management Group
Georgia
$4.24M -$6.24K -23 -0.1%
GWA
2730
GGM Wealth Advisors
Maryland
$4.23M -$30.7K -113 -0.7%
GITFIT
2731
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.23M -$374K -1,378 -8%
HSWM
2732
Hubbell Strickland Wealth Management
Louisiana
$4.21M +$1.37M +5,062 +45%
LCM
2733
Lattice Capital Management
Washington
$4.21M +$10.3K +38 +0.2%
MJB
2734
Mark J. Bradley
$4.21M -$32.6K -120 -0.7%
HIP
2735
HUB Investment Partners
Texas
$4.21M +$273K +1,005 +7%
AA
2736
Apriem Advisors
California
$4.2M +$191K +703 +4%
SJL
2737
Shayne & Jacobs LLC
Tennessee
$4.2M
MW
2738
MBL Wealth
North Carolina
$4.2M +$24.2K +89 +0.5%
TC
2739
Trust Company
Kansas
$4.19M -$3.53K -13 -0.1%
WAM
2740
Werlinich Asset Management
Connecticut
$4.19M -$144K -530 -3%
CWA
2741
Consilio Wealth Advisors
Washington
$4.18M +$2.38M +8,755 +116%
CWA
2742
Choice Wealth Advisors
Maine
$4.18M +$4.42M +16,276 New
AG
2743
Algert Global
California
$4.18M +$277K +1,022 +7%
MPPW
2744
Mitchell & Pahl Private Wealth
Oklahoma
$4.17M +$12.8K +47 +0.3%
KIG
2745
Kowal Investment Group
Wisconsin
$4.15M +$236K +870 +6%
CA
2746
Capital Advantage
California
$4.14M +$81.7K +301 +2%
TWI
2747
Thomas White International
Illinois
$4.14M
KCFA
2748
Key Client Fiduciary Advisors
New Jersey
$4.14M +$113K +415 +3%
MWVC
2749
Morgens Waterfall Vintiadis & Co
New York
$4.13M
PP
2750
Patron Partners
Texas
$4.13M -$14.1K -52 -0.3%

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.