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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
ACM
2951
Aljian Capital Management
Nevada
$3.42M +$358K +1,318 +11%
UCIG
2952
Ulrich Consultants & Investment Group
New Mexico
$3.42M +$3.62M +13,321 New
SB
2953
Sunflower Bank
Texas
$3.42M -$3.19M -11,746 -47%
CRCM
2954
Crystal Rock Capital Management
Illinois
$3.42M -$617K -2,275 -15%
AF
2955
Affiance Financial
Minnesota
$3.42M -$330K -1,217 -8%
IWA
2956
Intercontinental Wealth Advisors
Texas
$3.41M +$185K +682 +5%
APW
2957
Austin Private Wealth
Texas
$3.41M -$127K -467 -3%
WIC
2958
WealthBridge Investment Counsel
Alberta, Canada
$3.41M +$358K +1,320 +11%
COLIM
2959
City of London Investment Management
United Kingdom
$3.41M -$1.46M -5,367 -29%
WP
2960
Wealthspan Partners
Iowa
$3.4M +$126K +466 +4%
LIA
2961
LBMC Investment Advisors
Tennessee
$3.39M -$23.3K -86 -0.6%
BCP
2962
Berkeley Capital Partners
Georgia
$3.38M -$37.7K -139 -1%
SI
2963
Shaker Investments
Ohio
$3.38M +$2.71K +10 +0.1%
WDL
2964
Well Done LLC
Michigan
$3.37M +$421K +1,551 +13%
SC
2965
Schulhoff & Co
Ohio
$3.37M -$12.2K -45 -0.3%
CYG
2966
Clean Yield Group
Vermont
$3.36M +$14.9K +55 +0.4%
CSB
2967
City State Bank
Iowa
$3.36M +$113K +415 +3%
WMA
2968
West Michigan Advisors
Michigan
$3.36M +$163K +600 +5%
HCM
2969
HMS Capital Management
Tennessee
$3.36M +$202K +744 +6%
WWM
2970
Windsor Wealth Management
Indiana
$3.35M -$3.8M -13,988 -53%
RIM
2971
Redwood Investment Management
Arizona
$3.35M +$573K +2,113 +19%
CBT
2972
CoreFirst Bank & Trust
Kansas
$3.34M -$12.2K -45 -0.3%
MUAMU
2973
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.34M -$1.63M -6,000 -32%
MHWM
2974
Montz Harcus Wealth Management
Louisiana
$3.33M +$89K +328 +3%
IRC
2975
Investors Research Corp
Georgia
$3.33M +$47.5K +175 +1%

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.