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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
ACG
3001
Allen Capital Group
Nebraska
$3.95M +$3.61K +12 +0.1%
TFM
3002
TFC Financial Management
Massachusetts
$3.95M +$16.8K +56 +0.4%
IRC
3003
Investors Research Corp
Georgia
$3.95M -$7.52K -25 -0.2%
PFC
3004
Phocas Financial Corp
California
$3.94M +$15.3K +51 +0.4%
IF
3005
Ironwood Financial
Arizona
$3.94M -$6.32K -21 -0.2%
WP
3006
Wealthspan Partners
Iowa
$3.93M +$903 +3 +0%
PIA
3007
Pinion Investment Advisors
Kansas
$3.93M +$349K +1,159 +10%
IFS
3008
Ifrah Financial Services
Arkansas
$3.92M +$10.5K +35 +0.3%
AWG
3009
Altus Wealth Group
Colorado
$3.92M +$45.7K +152 +1%
SFS
3010
Stiles Financial Services
Minnesota
$3.92M +$220K +731 +6%
RB
3011
Renasant Bank
Mississippi
$3.92M +$467K +1,553 +14%
WAM
3012
WealthTrust Asset Management
Florida
$3.92M +$3.31K +11 +0.1%
FCAG
3013
First Capital Advisors Group
New Jersey
$3.92M -$128K -427 -3%
MIM
3014
Miller Investment Management
Pennsylvania
$3.91M
CSB
3015
City State Bank
Iowa
$3.91M +$25.3K +84 +0.7%
MIC
3016
MU Investments Company
Japan
$3.9M
MHWM
3017
Montz Harcus Wealth Management
Louisiana
$3.9M +$56.3K +187 +2%
PG
3018
Proffitt & Goodson
Tennessee
$3.9M +$66.2K +220 +2%
IWA
3019
Intercontinental Wealth Advisors
Texas
$3.89M +$120K +399 +3%
VF
3020
Virtu Financial
New York
$3.88M +$518K +1,722 +16%
CC
3021
Claybrook Capital
Massachusetts
$3.88M +$323K +1,075 +9%
AIC
3022
Archer Investment Corporation
Indiana
$3.88M -$20.5K -68 -0.5%
SDWIA
3023
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.88M +$59K +196 +2%
AWM
3024
Ameliora Wealth Management
Switzerland
$3.87M +$3.2M +10,632 +352%
NC
3025
NewSquare Capital
Pennsylvania
$3.87M +$3.35M +11,150 +799%

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.