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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
AF
2876
Affiance Financial
Minnesota
$4.47M -$2.71M -9,005 -38%
NAS
2877
Nicolet Advisory Services
Wisconsin
$4.47M +$265K +880 +6%
SI
2878
Saxon Interests
Texas
$4.47M +$593K +1,971 +16%
WA
2879
Wealth Architects
California
$4.47M +$520K +1,727 +14%
WCG
2880
Weaver Consulting Group
California
$4.45M +$105K +348 +2%
CWP
2881
Curated Wealth Partners
California
$4.44M
CCM
2882
Community Capital Management
Florida
$4.44M -$4.33M -14,400 Closed
LRWA
2883
Long Run Wealth Advisors
New York
$4.44M -$39.7K -132 -0.9%
DBRC
2884
D.B. Root & Company
Pennsylvania
$4.44M +$10.5K +35 +0.2%
IBOK
2885
Independence Bank of Kentucky
Kentucky
$4.42M +$509K +1,693 +13%
GBA
2886
Garrison Bradford & Associates
New York
$4.42M -$90.3K -300 -2%
DCM
2887
DGS Capital Management
New Jersey
$4.42M +$717K +2,383 +20%
NED
2888
Nancy E. Dempze
$4.42M -$60.5K -201 -1%
BA
2889
Bennicas & Associates
California
$4.41M -$30.1K -100 -0.7%
SAM
2890
Summit Asset Management
Tennessee
$4.41M +$56K +186 +1%
FMN
2891
Financial Management Network
California
$4.4M +$160K +532 +4%
EL
2892
Essex LLC
Illinois
$4.39M +$2.83M +9,396 +194%
DW
2893
Domani Wealth
Pennsylvania
$4.38M -$326K -1,082 -7%
NSB
2894
Norway Savings Bank
Maine
$4.37M +$12.6K +42 +0.3%
AA
2895
Argent Advisors
Louisiana
$4.37M +$91.2K +303 +2%
AP
2896
Adero Partners
California
$4.37M +$845K +2,809 +25%
CLCM
2897
Crawford Lake Capital Management
New Jersey
$4.36M +$4.26M +14,146 New
WOC
2898
West Oak Capital
California
$4.36M -$99.6K -331 -2%
AWS
2899
Arkfeld Wealth Strategies
Nebraska
$4.36M -$119K -397 -3%
CC
2900
Corsicana & Co
Texas
$4.36M +$43.6K +145 +1%

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.