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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
WA
2801
Waverly Advisors
Alabama
$4.8M -$85.4K -284 -2%
EVC
2802
Eidelman Virant Capital
Missouri
$4.8M +$1.38M +4,576 +42%
TCWM
2803
Total Clarity Wealth Management
Illinois
$4.79M +$94.2K +313 +2%
GWA
2804
GGM Wealth Advisors
Maryland
$4.79M +$2.67M +8,879 +112%
BIM
2805
Bridgecreek Investment Management
Oklahoma
$4.78M +$361K +1,200 +8%
GCM
2806
Goldstream Capital Management
Hong Kong
$4.78M -$4.36M -14,500 -48%
PCM
2807
Perkins Capital Management
Minnesota
$4.78M
IP
2808
Ignite Planners
California
$4.76M +$235K +782 +5%
LC
2809
Lavaca Capital
Texas
$4.76M +$2.17M +7,202 +88%
LA
2810
LexAurum Advisors
Kansas
$4.76M +$361K +1,201 +8%
CIC
2811
Cornercap Investment Counsel
Georgia
$4.76M +$2.2M +7,299 +90%
VWM
2812
Vigilare Wealth Management
Arizona
$4.75M -$162K -540 -3%
MMHP
2813
Murphy Middleton Hinkle & Parker
Georgia
$4.74M
NCM
2814
NCM Capital Management
New Jersey
$4.74M +$302K +1,003 +7%
HIP
2815
HUB Investment Partners
Texas
$4.74M -$874K -2,906 -16%
HWM
2816
Hemington Wealth Management
Virginia
$4.73M +$749K +2,490 +19%
ES
2817
Eagle Strategies
New York
$4.73M +$39.4K +131 +0.9%
AGP
2818
Autumn Glory Partners
Texas
$4.72M -$3.49M -11,586 -43%
KIG
2819
Kowal Investment Group
Wisconsin
$4.72M +$395K +1,313 +9%
IIM
2820
InTrack Investment Management
Vermont
$4.72M -$263K -873 -5%
FG
2821
Foster Group
Iowa
$4.71M +$16.5K +55 +0.4%
TBNY
2822
Trustco Bank (New York)
New York
$4.71M -$146K -484 -3%
HCC
2823
Hirtle Callaghan & Co
Pennsylvania
$4.71M +$3.1M +10,316 +208%
CNWM
2824
Clay Northam Wealth Management
California
$4.71M -$13.5K -45 -0.3%
RF
2825
Robbins Farley
New Hampshire
$4.71M -$194K -645 -4%

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.