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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
LAS
2801
LWM Advisory Services
Florida
$3.93M +$181K +666 +5%
ABLA
2802
Alan B. Lancz & Associates
Ohio
$3.93M -$285K -1,049 -7%
SAM
2803
Secure Asset Management
Michigan
$3.92M +$187K +690 +5%
HWM
2804
Hemington Wealth Management
Virginia
$3.92M -$28K -103 -0.7%
RWP
2805
Ridgecrest Wealth Partners
California
$3.92M +$22.3K +82 +0.5%
SRC
2806
Sage Rhino Capital
California
$3.91M +$8.41K +31 +0.2%
CMS
2807
Capital Market Strategies
Florida
$3.9M +$31.2K +115 +0.8%
MMHP
2808
Murphy Middleton Hinkle & Parker
Georgia
$3.9M -$58.9K -217 -1%
SPFA
2809
Summit Place Financial Advisors
New Jersey
$3.89M -$217K -800 -5%
SMH
2810
Sanders Morris Harris
Texas
$3.89M +$81.7K +301 +2%
EA
2811
Ellsworth Advisors
Ohio
$3.89M +$59.4K +219 +1%
VWM
2812
Vigilare Wealth Management
Arizona
$3.88M -$77.6K -286 -2%
FWA
2813
FSM Wealth Advisors
Ohio
$3.87M +$3.75M +13,821 New
IIM
2814
InTrack Investment Management
Vermont
$3.87M -$61.9K -228 -1%
PH
2815
Pinnacle Holdings
Oklahoma
$3.87M +$28K +103 +0.7%
HIC
2816
Harvey Investment Company
Kentucky
$3.86M
C
2817
Certuity
Florida
$3.86M -$2.49M -9,168 -38%
SSCA
2818
South Shore Capital Advisors
Massachusetts
$3.85M +$9.23K +34 +0.2%
IP
2819
Interval Partners
New York
$3.85M -$18.3M -67,300 -82%
ACM
2820
Advent Capital Management
New York
$3.85M +$4.07M +15,000 New
SC
2821
Saltoro Capital
Texas
$3.85M +$4.07M +15,000 New
CL
2822
CIM LLC
New York
$3.84M +$119K +437 +3%
ASBI
2823
American State Bank (Iowa)
Iowa
$3.84M +$244K +898 +6%
PAG
2824
Powers Advisory Group
Illinois
$3.84M -$77.1K -284 -2%
GF
2825
Gries Financial
Ohio
$3.84M +$107K +396 +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.