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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
BHIC
2751
Bassett Hargrove Investment Counsel
Delaware
$5.05M -$510K -1,695 -9%
SJL
2752
Shayne & Jacobs LLC
Tennessee
$5.04M -$15K -50 -0.3%
TC
2753
Trust Company
Kansas
$5.04M +$58.7K +195 +1%
CPSC
2754
Carl P. Sherr & Co
Massachusetts
$5.02M -$79.7K -265 -2%
CIP
2755
Capital Insight Partners
Arizona
$5.02M -$23.5K -78 -0.5%
WAAG
2756
Wealth Alliance Advisory Group
Kansas
$5.02M -$41.5K -138 -0.8%
MW
2757
MBL Wealth
North Carolina
$5.01M +$4.89M +16,261 New
QPWM
2758
Quadrant Private Wealth Management
Pennsylvania
$5M -$891K -2,962 -15%
DFG
2759
Delphi Financial Group
Delaware
$5M
MPPW
2760
Mitchell & Pahl Private Wealth
Oklahoma
$4.99M -$34K -113 -0.7%
ACM
2761
Avalon Capital Management
California
$4.99M -$15K -50 -0.3%
BIA
2762
Benchmark Investment Advisors
Illinois
$4.99M +$473K +1,571 +11%
LA
2763
Lifeworks Advisors
Michigan
$4.98M +$190K +633 +4%
PP
2764
Patron Partners
Texas
$4.98M -$15.6K -52 -0.3%
CIA
2765
Citadel Investment Advisory
Ohio
$4.98M -$103K -341 -2%
EFG
2766
Everhart Financial Group
Ohio
$4.98M +$1.19M +3,968 +33%
TWI
2767
Thomas White International
Illinois
$4.97M
CIM
2768
Corda Investment Management
Texas
$4.97M +$18.1K +60 +0.4%
AAM
2769
Arabesque Asset Management
United Kingdom
$4.97M +$538K +1,789 +12%
MWVC
2770
Morgens Waterfall Vintiadis & Co
New York
$4.96M +$933K +3,100 +24%
PPW
2771
Pinnacle Private Wealth
Massachusetts
$4.96M +$313K +1,042 +7%
FAP
2772
Financial Advisory Partners
Florida
$4.95M +$39.4K +131 +0.8%
IAMOG
2773
Investors Asset Management of Georgia
Georgia
$4.94M +$3.01K +10 +0.1%
FC
2774
Fusion Capital
South Carolina
$4.94M +$401K +1,333 +9%
WB
2775
West Bancorporation
Iowa
$4.94M +$3.09M +10,260 +178%

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.