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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
RCG
3151
Rock Creek Group
District of Columbia
$3.3M +$210K +699 +7%
CCS
3152
Concentric Capital Strategies
Connecticut
$3.3M +$3.22M +10,700 New
SFCL
3153
Strengthening Families & Communities LLC
Massachusetts
$3.3M +$224K +745 +7%
LDFR
3154
Lehman & Derafelo Financial Resources
Pennsylvania
$3.29M +$3.01K +10 +0.1%
PHAM
3155
Palisades Hudson Asset Management
Florida
$3.29M -$68K -226 -2%
SJIM
3156
St. Johns Investment Management
Florida
$3.28M +$87.2K +290 +3%
GHAM
3157
Gilman Hill Asset Management
Connecticut
$3.28M +$117K +390 +4%
AFS
3158
Access Financial Services
Minnesota
$3.28M +$459K +1,526 +17%
PWM
3159
PBMares Wealth Management
Virginia
$3.27M +$253K +841 +9%
SCA
3160
Sandy Cove Advisors
Massachusetts
$3.27M +$436K +1,450 +16%
SRAM
3161
Spouting Rock Asset Management
Pennsylvania
$3.27M +$51.7K +172 +2%
CC
3162
Copperleaf Capital
North Carolina
$3.26M +$105K +350 +3%
GAMC
3163
Garner Asset Management Corp
Texas
$3.25M +$106K +353 +3%
HA
3164
Harfst & Associates
Wyoming
$3.25M +$145K +481 +5%
FZCM
3165
Flynn Zito Capital Management
New York
$3.25M +$11.4K +38 +0.4%
IVP
3166
Intrinsic Value Partners
Arizona
$3.25M +$121K +403 +4%
WCM
3167
WealthBridge Capital Management
Ohio
$3.25M +$806K +2,679 +34%
VAM
3168
Vienna Asset Management
California
$3.25M -$4.13M -13,730 -57%
DCM
3169
Difesa Capital Management
New York
$3.25M +$459K +1,525 +17%
MCM
3170
Mendel Capital Management
Arkansas
$3.24M +$34.9K +116 +1%
WCAMG
3171
Woodard & Company Asset Management Group
North Carolina
$3.23M +$77.6K +258 +3%
BFG
3172
Bouchey Financial Group
New York
$3.23M -$155K -514 -5%
AIC
3173
Argus Investors Counsel
New York
$3.23M -$25.9K -86 -0.8%
RPCONE
3174
Retirement Planning Company of New England
Rhode Island
$3.23M +$301 +1 +0%
NRI
3175
NFP Retirement Inc
California
$3.23M +$2.38M +7,897 +307%

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.