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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
EBA
2951
Eagle Bay Advisors
New York
$4.14M +$462K +1,537 +13%
GPWA
2952
Great Point Wealth Advisors
Massachusetts
$4.14M +$1.04M +3,456 +35%
HHAM
2953
HITE Hedge Asset Management
Massachusetts
$4.13M +$993K +3,300 +33%
GWM
2954
Graybill Wealth Management
Illinois
$4.13M +$4.03M +13,403 New
SWM
2955
Scissortail Wealth Management
Oklahoma
$4.13M -$252K -839 -6%
JWA
2956
JFS Wealth Advisors
Pennsylvania
$4.13M -$17.4K -58 -0.4%
RHP
2957
Royal Harbor Partners
Texas
$4.13M +$35.2K +117 +0.9%
PCMC
2958
Private Capital Management (Colorado)
Colorado
$4.11M +$667K +2,217 +20%
EGA
2959
E&G Advisors
Texas
$4.11M +$77K +256 +2%
PWM
2960
Prentice Wealth Management
New York
$4.1M +$87.5K +291 +2%
BFA
2961
Beacon Financial Advisory
Ohio
$4.1M +$110K +366 +3%
PWA
2962
Physician Wealth Advisors
Utah
$4.1M +$32.2K +107 +0.8%
LIA
2963
LBMC Investment Advisors
Tennessee
$4.1M +$68.6K +228 +2%
ESBC
2964
E.S. Barr & Co
Kentucky
$4.1M +$234K +777 +6%
BCP
2965
Berkeley Capital Partners
Georgia
$4.1M -$18.7K -62 -0.5%
TI
2966
tru Independence
Oregon
$4.09M +$64.7K +215 +2%
ADBIC
2967
A.D. Beadell Investment Counsel
Wisconsin
$4.09M -$208K -692 -5%
HNWAG
2968
High Net Worth Advisory Group
Florida
$4.09M +$26.2K +87 +0.7%
BIA
2969
Bigelow Investment Advisors
Maine
$4.08M -$7.22K -24 -0.2%
RB
2970
Richmond Brothers
Michigan
$4.08M -$71.6K -238 -2%
BRG
2971
Bay Rivers Group
Virginia
$4.08M +$168K +559 +4%
GA
2972
Geller Advisors
New York
$4.07M -$170K -566 -4%
BPIH
2973
Broad Peak Investment Holdings
Singapore
$4.07M -$3.22M -10,700 -45%
CCM
2974
Cribstone Capital Management
Maine
$4.07M -$300K -998 -7%
PMA
2975
Prudent Man Advisors
Illinois
$4.06M -$138K -458 -3%

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.