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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
FC
2776
Financial Consulate
Maryland
$4.93M -$47.2K -157 -1%
SA
2777
SRN Advisors
Pennsylvania
$4.92M -$701K -2,329 -13%
SPFA
2778
Summit Place Financial Advisors
New Jersey
$4.92M -$293K -975 -6%
SIM
2779
SSI Investment Management
California
$4.92M -$55.1K -183 -1%
CWM
2780
Connecticut Wealth Management
Connecticut
$4.91M -$221K -735 -4%
CCM
2781
Cadian Capital Management
New York
$4.91M
AWA
2782
Alta Wealth Advisors
Massachusetts
$4.91M -$41.5K -138 -0.9%
WAS
2783
Wealth Advisory Solutions
Indiana
$4.91M +$4.79M +15,913 New
SN
2784
Sittner & Nelson
Oregon
$4.9M +$17.1K +57 +0.4%
HFBOT
2785
Home Federal Bank of Tennessee
Tennessee
$4.89M +$18.1K +60 +0.4%
CCM
2786
Courage Capital Management
Tennessee
$4.89M +$2.66M +8,850 +126%
YAVAPFMC
2787
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.89M +$1.46M +4,840 +43%
CA
2788
Capital Advantage
California
$4.88M +$73.7K +245 +2%
WI
2789
Wedgewood Investors
Pennsylvania
$4.88M
GWM
2790
GDS Wealth Management
Texas
$4.88M +$292K +970 +6%
SAA
2791
Southeast Asset Advisors
Georgia
$4.88M +$154K +513 +3%
HAC
2792
Harbor Advisory Corp
New Hampshire
$4.84M +$1.52M +5,036 +47%
GTAM
2793
Global Trust Asset Management
Florida
$4.84M -$366K -1,217 -7%
KCFA
2794
Key Client Fiduciary Advisors
New Jersey
$4.84M +$1.62M +5,374 +52%
RZH
2795
Relyea Zuckerberg Hanson
Connecticut
$4.84M +$780K +2,593 +18%
HG
2796
Herbst Group
Connecticut
$4.84M +$30.1K +100 +0.6%
CFA
2797
Capstone Financial Advisors
Illinois
$4.83M -$903 -3 -0%
AA
2798
Apriem Advisors
California
$4.83M +$233K +776 +5%
LWM
2799
Liberty Wealth Management
California
$4.81M +$102K +340 +2%
CRCM
2800
Crystal Rock Capital Management
Illinois
$4.8M

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.