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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
HT
2776
HAP Trading
New York
$4.01M +$4.24M +15,634 New
RCM
2777
Regency Capital Management
Hawaii
$4.01M +$741K +2,731 +21%
HFBOT
2778
Home Federal Bank of Tennessee
Tennessee
$4M -$77.3K -285 -2%
MSCM
2779
McElhenny Sheffield Capital Management
Texas
$4M +$100K +370 +2%
SHFA
2780
SC&H Financial Advisors
Maryland
$4M +$516K +1,903 +14%
AWS
2781
Arkfeld Wealth Strategies
Nebraska
$4M -$138K -507 -3%
HNW
2782
High Note Wealth
Minnesota
$3.99M +$562K +2,069 +15%
CIA
2783
Citadel Investment Advisory
Ohio
$3.99M -$163K -600 -4%
JF
2784
JSF Financial
California
$3.99M +$126K +464 +3%
NERM
2785
New England Research & Management
Illinois
$3.99M +$464K +1,710 +12%
HC
2786
Hourglass Capital
Texas
$3.98M -$1.41M -5,180 -25%
BSSFA
2787
Baron Silver Stevens Financial Advisors
Florida
$3.98M +$910K +3,353 +28%
PL
2788
Pluribus Labs
California
$3.98M +$1.61M +5,937 +62%
PCM
2789
Perkins Capital Management
Minnesota
$3.98M
OHWP
2790
Oak Harbor Wealth Partners
North Carolina
$3.98M +$139K +512 +3%
HCC
2791
Hirtle Callaghan & Co
Pennsylvania
$3.97M +$47.2K +174 +1%
THWM
2792
Taylor Hoffman Wealth Management
Virginia
$3.96M +$14.7K +54 +0.4%
AA
2793
Altman Advisors
Illinois
$3.96M +$162K +596 +4%
WAM
2794
WNY Asset Management
New York
$3.96M +$82.8K +305 +2%
SFG
2795
Snider Financial Group
Washington
$3.96M -$864K -3,184 -17%
AWA
2796
Alta Wealth Advisors
Massachusetts
$3.95M -$145K -535 -3%
WB
2797
West Bancorporation
Iowa
$3.94M -$179K -661 -4%
PWA
2798
Physician Wealth Advisors
Utah
$3.94M +$11.4K +42 +0.3%
Fuller & Thaler Asset Management
2799
Fuller & Thaler Asset Management
California
$3.94M -$2.5M -9,200 -38%
HCM
2800
Helios Capital Management
Singapore
$3.94M +$651K +2,400 +19%

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.