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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
SJIA
3051
St. James Investment Advisors
New York
$3.78M +$569K +1,891 +18%
BWA
3052
Burt Wealth Advisors
Maryland
$3.77M +$76.1K +253 +2%
DI
3053
DAGCO Inc
Ohio
$3.77M +$77.6K +258 +2%
SCA
3054
Strategic Capital Advisers
Colorado
$3.77M -$52.3K -174 -1%
ACM
3055
Aljian Capital Management
Nevada
$3.77M +$150K +500 +4%
BPGAM
3056
BTG Pactual Global Asset Management
Bermuda
$3.76M -$394K -1,309 -10%
EM
3057
ELCO Management
New York
$3.76M -$7.22K -24 -0.2%
FRA
3058
Frank Rimerman Advisors
California
$3.75M +$828K +2,752 +29%
BSSFA
3059
Baron Silver Stevens Financial Advisors
Florida
$3.75M +$283K +940 +8%
FSCM
3060
Front Street Capital Management
Montana
$3.74M -$24.4K -81 -0.7%
AIA
3061
Arbor Investment Advisors
North Carolina
$3.74M +$408K +1,357 +13%
CP
3062
CenterBook Partners
Connecticut
$3.74M +$2.5M +8,299 +217%
AFAS
3063
Acorn Financial Advisory Services
Virginia
$3.73M -$16.8K -56 -0.5%
IDBONY
3064
Israel Discount Bank of New York
New York
$3.72M +$12.9K +43 +0.4%
LFA
3065
Laraway Financial Advisors
Minnesota
$3.72M +$75.2K +250 +2%
BAM
3066
Bruderman Asset Management
New York
$3.71M -$1.51M -5,022 -29%
1CP
3067
17 Capital Partners
Arizona
$3.71M +$2.11K +7 +0.1%
MTIC
3068
Missouri Trust & Investment Company
Missouri
$3.71M +$51.1K +170 +1%
SCP
3069
Sandhill Capital Partners
New York
$3.71M +$323K +1,073 +10%
PPWM
3070
Paragon Private Wealth Management
Kentucky
$3.71M +$108K +360 +3%
VA
3071
Verdad Advisers
Massachusetts
$3.7M +$451K +1,500 +14%
WAM
3072
Watershed Asset Management
California
$3.7M +$526K +1,750 +17%
TC
3073
TwinBeech Capital
New York
$3.69M -$1.76M -5,850 -33%
GCM
3074
Gables Capital Management
Florida
$3.69M +$70.7K +235 +2%
GCC
3075
Game Creek Capital
Massachusetts
$3.69M -$298K -990 -8%

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.