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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
FB
3026
First Bancorp
Maine
$3.86M -$151K -503 -4%
TAM
3027
Todd Asset Management
Kentucky
$3.86M -$17.1K -57 -0.5%
FA
3028
Financial Avengers
California
$3.86M +$19.9K +66 +0.5%
PCA
3029
Prospect Capital Advisors
California
$3.85M
LAM
3030
Lynch Asset Management
Pennsylvania
$3.85M +$30.1K +100 +0.8%
PWM
3031
Palumbo Wealth Management
New York
$3.85M +$36.1K +120 +1%
FHC
3032
First Heartland Consultants
Missouri
$3.85M +$54.8K +182 +1%
GWM
3033
Gitterman Wealth Management
New Jersey
$3.85M +$236K +783 +7%
SMA
3034
Sage Mountain Advisors
Georgia
$3.85M -$2.36M -7,844 -39%
WMA
3035
West Michigan Advisors
Michigan
$3.85M +$282K +937 +8%
HFS
3036
Howard Financial Services
Texas
$3.85M +$519K +1,724 +16%
LF
3037
LifeSteps Financial
California
$3.84M -$213K -707 -5%
BFA
3038
Brendel Financial Advisors
New Hampshire
$3.84M -$125K -415 -3%
VWMG
3039
Virginia Wealth Management Group
Virginia
$3.83M +$11.1K +37 +0.3%
DA
3040
Dillon & Associates
Michigan
$3.83M +$71.6K +238 +2%
NF
3041
NTB Financial
Colorado
$3.83M -$21.7K -72 -0.6%
CFO
3042
Collective Family Office
Pennsylvania
$3.82M -$589K -1,959 -14%
ACP
3043
Aveo Capital Partners
Colorado
$3.82M +$53.9K +179 +1%
QCIG
3044
Quad-Cities Investment Group
Iowa
$3.81M +$37.9K +126 +1%
SICM
3045
Sustainable Insight Capital Management
New York
$3.81M +$110K +366 +3%
FFMBT
3046
First Farmers & Merchants Bank Trust
Tennessee
$3.81M -$197K -656 -5%
HCM
3047
HMS Capital Management
Tennessee
$3.8M -$227K -755 -6%
GAM
3048
Gemmer Asset Management
California
$3.8M -$28.6K -95 -0.8%
EFI
3049
EHP Funds Inc
Canada
$3.79M +$3.7M +12,310 New
SHA
3050
Seneca House Advisors
Virginia
$3.79M +$193K +641 +6%

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.