We are live on ! Find out more
MSFT icon

Microsoft

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
W
2901
Wealthquest
Ohio
$3.61M +$132K +485 +4%
AC
2902
Addison Capital
Pennsylvania
$3.61M -$148K -547 -4%
FMN
2903
Financial Management Network
California
$3.6M -$29K -107 -0.8%
IIA
2904
ICW Investment Advisors
Arizona
$3.6M -$8.96K -33 -0.2%
WCFA
2905
Walkner Condon Financial Advisors
Wisconsin
$3.6M +$275K +1,015 +8%
GWM
2906
Gray Wealth Management
Maine
$3.59M +$102K +375 +3%
FBFS
2907
First Business Financial Services
Wisconsin
$3.58M +$14.4K +53 +0.4%
CWM
2908
Chemistry Wealth Management
New York
$3.58M +$60K +221 +2%
NLP
2909
Next Level Private
New York
$3.58M +$1.77M +6,510 +87%
SCA
2910
St. Clair Advisors
Ohio
$3.58M -$27.1K -100 -0.7%
SL
2911
Salomon & Ludwin
Virginia
$3.57M +$2.31M +8,511 +158%
FSA
2912
Financial Sense Advisors
California
$3.57M +$2.84M +10,450 +303%
ATWA
2913
Arbor Trust Wealth Advisors
Michigan
$3.57M +$247K +909 +7%
DI
2914
Disciplined Investments
Oklahoma
$3.57M +$237K +874 +7%
EBA
2915
Eagle Bay Advisors
New York
$3.55M +$106K +391 +3%
WOC
2916
West Oak Capital
California
$3.55M -$86.6K -319 -2%
MAM
2917
McLean Asset Management
Virginia
$3.55M -$28.8K -106 -0.8%
PAM
2918
Premier Asset Management
Illinois
$3.54M -$1.79M -6,610 -34%
EA
2919
Eudaimonia Advisors
Tennessee
$3.54M +$92.8K +342 +3%
BIA
2920
Bigelow Investment Advisors
Maine
$3.54M +$149K +550 +4%
PC
2921
Port Capital
Illinois
$3.54M +$30.9K +114 +0.8%
AWG
2922
Altus Wealth Group
Colorado
$3.54M -$42.6K -157 -1%
GWM
2923
Graybill Wealth Management
Illinois
$3.53M +$93.1K +343 +3%
MPIA
2924
Mountain Pacific Investment Advisers
Idaho
$3.53M -$76.8K -283 -2%
VIA
2925
Vickerman Investment Advisors
Washington
$3.52M +$268K +986 +8%

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.