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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
HNWAG
2976
High Net Worth Advisory Group
Florida
$3.33M -$80.6K -297 -2%
SLA
2977
Silver Lake Advisory
Utah
$3.33M -$15.5K -57 -0.4%
SFCL
2978
Strengthening Families & Communities LLC
Massachusetts
$3.33M +$30.1K +111 +1%
LAM
2979
Lynch Asset Management
Pennsylvania
$3.33M +$122K +450 +4%
WAOI
2980
Wealth Advisors of Iowa
Iowa
$3.33M +$2.52M +9,282 +304%
PCG
2981
Prosperity Consulting Group
Maryland
$3.32M +$519K +1,914 +17%
CAN
2982
Claraphi Advisory Network
United States
$3.32M -$602K -2,217 -15%
AAP
2983
Ardsley Advisory Partners
Connecticut
$3.31M -$1.79M -6,600 -34%
SC
2984
Settian Capital
New York
$3.3M
RB
2985
Renasant Bank
Mississippi
$3.3M +$36.6K +135 +1%
RW
2986
REDW Wealth
New Mexico
$3.29M -$51.6K -190 -1%
RB
2987
Richmond Brothers
Michigan
$3.29M -$114K -420 -3%
PPWM
2988
Paragon Private Wealth Management
Kentucky
$3.29M -$273K -1,005 -7%
TFM
2989
TFC Financial Management
Massachusetts
$3.28M -$8.14K -30 -0.2%
PFC
2990
Phocas Financial Corp
California
$3.28M
IF
2991
Ironwood Financial
Arizona
$3.28M
SAMC
2992
Spectrum Asset Management (California)
California
$3.28M -$1.27M -4,683 -27%
SI
2993
Symmetry Investments
Jersey
$3.27M -$3.06M -11,285 -47%
NC
2994
NewSquare Capital
Pennsylvania
$3.26M +$43.4K +160 +1%
MIM
2995
Miller Investment Management
Pennsylvania
$3.26M
FIBT
2996
First International Bank & Trust
North Dakota
$3.25M -$116K -427 -3%
FB
2997
First Bancorp
Maine
$3.25M +$30.7K +113 +0.9%
BAM
2998
Bruderman Asset Management
New York
$3.23M +$150K +553 +5%
LJCM
2999
Lee Johnson Capital Management
Texas
$3.23M +$218K +804 +7%
MFS
3000
Mirabella Financial Services
United Kingdom
$3.23M +$3.1M +11,431 +987%

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.