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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
TMWM
3076
Taylor & Morgan Wealth Management
Michigan
$3M +$250K +921 +9%
MS
3077
Mizuho Securities
Japan
$3M -$1.7M -6,260 -41%
CA
3078
CGN Advisors
Kansas
$3M +$46.7K +172 +1%
KA
3079
Keene & Associates
Texas
$2.99M +$37.5K +138 +1%
FAM
3080
Forte Asset Management
New York
$2.99M +$3.16M +11,629 New
KW
3081
KWB Wealth
California
$2.98M +$219K +806 +7%
GWM
3082
Gitterman Wealth Management
New Jersey
$2.98M -$239K -880 -7%
IA
3083
IAM Advisory
Pennsylvania
$2.98M +$43.7K +161 +1%
WCM
3084
WealthBridge Capital Management
Ohio
$2.98M +$290K +1,067 +10%
MA
3085
MJP Associates
Connecticut
$2.98M +$89.8K +331 +3%
1W
3086
1776 Wealth
Georgia
$2.97M +$47.5K +175 +2%
TNAM
3087
Terra Nova Asset Management
New York
$2.97M +$26.3K +97 +0.8%
EF
3088
Empowered Funds
Pennsylvania
$2.97M +$1.05M +3,878 +51%
ICM
3089
Islay Capital Management
Texas
$2.97M -$55.9K -206 -2%
BI
3090
Ballast Inc
Kentucky
$2.96M -$25.2K -93 -0.8%
SA
3091
SRN Advisors
Pennsylvania
$2.95M -$1.22M -4,490 -28%
APF
3092
Alaska Permanent Fund
Alaska
$2.94M +$2.79M +10,282 +869%
PA
3093
Paragon Advisors
Texas
$2.94M -$539K -1,985 -15%
WW
3094
Waterfront Wealth
Kansas
$2.94M +$1.12M +4,118 +56%
FOA
3095
Five Oceans Advisors
California
$2.94M +$32.3K +119 +1%
TC
3096
Truvestments Capital
Florida
$2.94M -$79.8K -294 -3%
ORC
3097
O'Rourke & Company
Massachusetts
$2.93M +$69.5K +256 +2%
SAM
3098
Seelaus Asset Management
New Jersey
$2.93M -$2.17K -8 -0.1%
LRIA
3099
Leonard Rickey Investment Advisors
Washington
$2.93M +$543 +2 +0%
CCM
3100
Community Capital Management
Florida
$2.92M +$3.08M +11,350 New

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.