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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
PIA
3001
Pinion Investment Advisors
Kansas
$3.23M -$44.5K -164 -1%
SFS
3002
Stiles Financial Services
Minnesota
$3.23M -$39.4K -145 -1%
FCAG
3003
First Capital Advisors Group
New Jersey
$3.23M -$39.1K -144 -1%
EGA
3004
E&G Advisors
Texas
$3.22M -$208K -765 -6%
IFS
3005
Ifrah Financial Services
Arkansas
$3.22M -$44K -162 -1%
QCIG
3006
Quad-Cities Investment Group
Iowa
$3.22M +$52.7K +194 +2%
AWA
3007
Amplius Wealth Advisors
Pennsylvania
$3.22M -$4.08M -15,050 -55%
SICM
3008
Sustainable Insight Capital Management
New York
$3.22M +$35.3K +130 +1%
SDWIA
3009
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.22M -$10.6K -39 -0.3%
SHA
3010
Seneca House Advisors
Virginia
$3.22M +$62.7K +231 +2%
AIC
3011
Archer Investment Corporation
Indiana
$3.22M -$105K -388 -3%
PWM
3012
Palumbo Wealth Management
New York
$3.21M +$4.34K +16 +0.1%
MFG
3013
Menard Financial Group
Texas
$3.21M -$615K -2,265 -15%
RAM
3014
Riggs Asset Management
Pennsylvania
$3.21M +$2.54M +9,349 +298%
CC
3015
Claybrook Capital
Massachusetts
$3.21M -$27.1K -100 -0.8%
SIM
3016
Sterling Investment Management
Arizona
$3.19M -$301K -1,108 -8%
GCM
3017
Gables Capital Management
Florida
$3.18M +$118K +435 +4%
SHFP
3018
Second Half Financial Partners
Florida
$3.18M
BWA
3019
Burt Wealth Advisors
Maryland
$3.18M +$38K +140 +1%
VT
3020
Vise Technologies
New York
$3.18M +$859K +3,164 +34%
DW
3021
Domani Wealth
Pennsylvania
$3.17M -$497K -1,831 -13%
NF
3022
NTB Financial
Colorado
$3.17M -$12.2K -45 -0.4%
SCP
3023
Shorepoint Capital Partners
Massachusetts
$3.17M +$157K +579 +5%
MTWM
3024
Masso Torrence Wealth Management
New Jersey
$3.17M +$155K +571 +5%
GAM
3025
Gemmer Asset Management
California
$3.17M +$271 +1 +0%

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.