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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
WIC
3076
WealthBridge Investment Counsel
Alberta, Canada
$3.68M +$373K +1,239 +12%
TT
3077
TI-Trust
Illinois
$3.68M -$318K -1,058 -8%
W
3078
WealthOne
New York
$3.68M +$337K +1,120 +10%
MCIA
3079
Mountain Capital Investment Advisors
Colorado
$3.67M +$154K +511 +4%
SQA
3080
Simon Quick Advisors
New Jersey
$3.67M +$27.1K +90 +0.8%
SAM
3081
Silphium Asset Management
United Kingdom
$3.66M +$3.13M +10,400 +701%
CAM
3082
Cacti Asset Management
Georgia
$3.66M
BRC
3083
Bell Rock Capital
Delaware
$3.66M +$537K +1,784 +16%
CWMU
3084
Caliber Wealth Management (Utah)
Utah
$3.66M +$263K +875 +8%
GCA
3085
Gradient Capital Advisors
California
$3.64M +$194K +645 +6%
CP
3086
Covenant Partners
Tennessee
$3.64M
KW
3087
KWB Wealth
California
$3.64M
LJCM
3088
Lee Johnson Capital Management
Texas
$3.63M +$445K +1,480 +14%
CSWG
3089
Cardinal Strategic Wealth Guidance
Kentucky
$3.63M -$60.5K -201 -2%
SCP
3090
Shorepoint Capital Partners
Massachusetts
$3.63M +$600K +1,993 +20%
MTWM
3091
Masso Torrence Wealth Management
New Jersey
$3.63M +$51.7K +172 +1%
ICM
3092
Islay Capital Management
Texas
$3.62M -$11.7K -39 -0.3%
SSW
3093
Smith Shellnut Wilson
Mississippi
$3.62M
TC
3094
Truvestments Capital
Florida
$3.62M +$67.1K +223 +2%
PFMU
3095
Privium Fund Management (UK)
United Kingdom
$3.61M +$3.46M +11,489 New
BWCS
3096
Beirne Wealth Consulting Services
Connecticut
$3.6M -$58.7K -195 -2%
DE
3097
Day & Ennis
Georgia
$3.6M -$77K -256 -2%
DA
3098
DSC Advisors
Illinois
$3.6M +$1.73M +5,750 +97%
RCA
3099
Riverview Capital Advisers
Massachusetts
$3.59M +$60.8K +202 +2%
KCM
3100
KLK Capital Management
California
$3.59M -$3.91K -13 -0.1%

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.