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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
BDFN
2926
Bond & Devick Financial Network
Minnesota
$4.23M -$96.3K -320 -2%
NF
2927
Nikulski Financial
Iowa
$4.22M +$161K +535 +4%
SHFA
2928
SC&H Financial Advisors
Maryland
$4.22M -$123K -409 -3%
PC
2929
Port Capital
Illinois
$4.22M +$40.3K +134 +1%
MFG
2930
Monte Financial Group
Connecticut
$4.21M -$11.1K -37 -0.3%
PCM
2931
Portolan Capital Management
Massachusetts
$4.21M -$4.12M -13,684 -50%
FNBOH
2932
First National Bank of Hutchinson
Kansas
$4.21M -$3.01K -10 -0.1%
PK
2933
Pflug Koory
Nebraska
$4.21M -$11.7K -39 -0.3%
CAL
2934
Capital Advisors Ltd
Ohio
$4.2M -$405K -1,347 -9%
GWM
2935
Gray Wealth Management
Maine
$4.2M +$8.72K +29 +0.2%
SA
2936
SAM Advisors
California
$4.2M +$88.8K +295 +2%
ML
2937
McAdam LLC
Pennsylvania
$4.19M +$435K +1,445 +12%
SIM
2938
Sterling Investment Management
Arizona
$4.17M -$1.34M -4,452 -25%
GCM
2939
Glynn Capital Management
California
$4.17M
OCM
2940
Orion Capital Management
California
$4.17M +$43.9K +146 +1%
CGA
2941
Channing Global Advisors
Florida
$4.17M -$58.4K -194 -1%
UAM
2942
Unison Asset Management
Florida
$4.16M
VCM
2943
Viewpoint Capital Management
Washington
$4.16M +$19.9K +66 +0.5%
I
2944
INVST
Indiana
$4.16M +$72.2K +240 +2%
HNW
2945
High Note Wealth
Minnesota
$4.15M +$1.49M +4,945 +58%
EA
2946
Eudaimonia Advisors
Tennessee
$4.15M -$532K -1,769 -12%
MPW
2947
Monterey Private Wealth
California
$4.15M +$604K +2,008 +18%
JWM
2948
Jeppson Wealth Management
California
$4.14M +$198K +659 +5%
PA
2949
Paragon Advisors
Texas
$4.14M +$1.64M +5,445 +68%
MAM
2950
McLean Asset Management
Virginia
$4.14M +$74.9K +249 +2%

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.