We are live on ! Find out more
MSFT icon

Microsoft

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
SCA
3151
Sandy Cove Advisors
Massachusetts
$2.71M -$7.33K -27 -0.3%
SRAM
3152
Spouting Rock Asset Management
Pennsylvania
$2.71M -$6.24K -23 -0.2%
NFG
3153
Norris Financial Group
South Carolina
$2.71M +$584K +2,152 +26%
SSIM
3154
Sheets Smith Investment Management
Texas
$2.71M -$2.74M -10,084 -52%
CWA
3155
CM Wealth Advisors
Ohio
$2.71M +$2.86M +10,547 New
IVP
3156
Intrinsic Value Partners
Arizona
$2.71M +$3.8K +14 +0.1%
BFG
3157
Bouchey Financial Group
New York
$2.7M +$10.3K +38 +0.4%
CMP
3158
Coston McIsaac & Partners
Maine
$2.7M +$2.86M +10,524 New
NRI
3159
NFP Retirement Inc
California
$2.7M +$10.6K +39 +0.4%
AFS
3160
Access Financial Services
Minnesota
$2.7M -$33.9K -125 -1%
HCP
3161
Hexagon Capital Partners
Arkansas
$2.69M +$46.4K +171 +2%
OFG
3162
Oxford Financial Group
Indiana
$2.69M +$199K +733 +8%
MCM
3163
Mendel Capital Management
Arkansas
$2.68M -$17.9K -66 -0.6%
TA
3164
Tectonic Advisors
Texas
$2.68M +$2.71K +10 +0.1%
PHAM
3165
Palisades Hudson Asset Management
Florida
$2.67M -$72.2K -266 -2%
GSC
3166
G&S Capital
Colorado
$2.66M -$323K -1,189 -10%
RPCONE
3167
Retirement Planning Company of New England
Rhode Island
$2.66M -$35.3K -130 -1%
CPA
3168
Capital Performance Advisors
California
$2.65M -$22.8K -84 -0.8%
RAM
3169
Redmond Asset Management
Virginia
$2.63M +$22K +81 +0.8%
PCM
3170
Portolan Capital Management
Massachusetts
$2.63M -$931K -3,431 -25%
FCM
3171
Fortis Capital Management
Washington
$2.61M -$3.14M -11,581 -53%
NJBEST
3172
New Jersey Better Educational Savings Trust
New Jersey
$2.6M
CFO
3173
Collective Family Office
Pennsylvania
$2.6M -$618K -2,276 -18%
QWM
3174
QP Wealth Management
New Jersey
$2.6M -$35.3K -130 -1%
BCM
3175
Bayesian Capital Management
New York
$2.59M +$2.74M +10,084 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.