We are live on ! Find out more
MSFT icon

Microsoft

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
BI
3101
Ballast Inc
Kentucky
$3.58M +$444K +1,475 +15%
CIA
3102
Cascade Investment Advisors
Oregon
$3.58M +$21.4K +71 +0.6%
WDL
3103
Well Done LLC
Michigan
$3.57M -$367K -1,221 -10%
GSC
3104
G&S Capital
Colorado
$3.56M -$57.2K -190 -2%
MCWA
3105
Meadow Creek Wealth Advisors
Georgia
$3.56M -$890K -2,957 -20%
AWP
3106
Accretive Wealth Partners
New Jersey
$3.55M +$600K +1,993 +21%
CA
3107
CGN Advisors
Kansas
$3.54M +$442K +1,469 +15%
KA
3108
Keene & Associates
Texas
$3.54M +$61.4K +204 +2%
AIP
3109
Ahrens Investment Partners
Louisiana
$3.54M +$89.1K +296 +3%
TA
3110
TKG Advisors
Indiana
$3.54M +$129K +429 +4%
TNAM
3111
Terra Nova Asset Management
New York
$3.53M -$1.65M -5,500 -32%
IA
3112
IAM Advisory
Pennsylvania
$3.53M +$9.03K +30 +0.3%
EA
3113
Emerald Advisors
Washington
$3.53M -$36.7K -122 -1%
SAM
3114
Seelaus Asset Management
New Jersey
$3.52M -$9.63K -32 -0.3%
LRIA
3115
Leonard Rickey Investment Advisors
Washington
$3.52M -$39.4K -131 -1%
1W
3116
1776 Wealth
Georgia
$3.51M +$536K +1,783 +19%
VAM
3117
Verity Asset Management
North Carolina
$3.51M +$609K +2,023 +22%
BIM
3118
Bullseye Investment Management
Ohio
$3.51M +$846K +2,813 +33%
HSWM
3119
Hubbell Strickland Wealth Management
Louisiana
$3.5M -$437K -1,453 -11%
CC
3120
Commons Capital
Massachusetts
$3.5M +$170K +566 +5%
VIA
3121
Vickerman Investment Advisors
Washington
$3.5M +$526K +1,749 +16%
E
3122
Ergoteles
New York
$3.49M +$3.41M +11,330 New
SIG
3123
Spinnaker Investment Group
California
$3.49M +$29.5K +98 +0.9%
FOA
3124
Five Oceans Advisors
California
$3.49M +$17.1K +57 +0.5%
CWS
3125
Cypress Wealth Services
California
$3.49M -$24.7K -82 -0.7%

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.