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
COF
3176
Capital One Financial
Virginia
$3.23M -$2.24M -7,445 -42%
TC
3177
Titleist Capital
Texas
$3.22M +$460K +1,528 +17%
APWA
3178
Atlas Private Wealth Advisors
New Jersey
$3.21M -$62.6K -208 -2%
TA
3179
Tectonic Advisors
Texas
$3.21M -$33.1K -110 -1%
CPA
3180
Capital Performance Advisors
California
$3.21M +$44.5K +148 +1%
HFG
3181
Heron Financial Group
New York
$3.2M +$331K +1,101 +12%
DMBA
3182
Deseret Mutual Benefit Administrators
Utah
$3.2M -$413K -1,372 -12%
PG
3183
Prostatis Group
Maryland
$3.19M +$16.5K +55 +0.5%
DDPIC
3184
Deroy & Devereaux Private Investment Counsel
Michigan
$3.19M +$1.56M +5,176 +100%
HCP
3185
Hexagon Capital Partners
Arkansas
$3.18M +$36.1K +120 +1%
SHFP
3186
Second Half Financial Partners
Florida
$3.18M +$4.06M +13,484 New
GIM
3187
Guild Investment Management
California
$3.17M +$3.01K +10 +0.1%
GM
3188
GeoWealth Management
Illinois
$3.17M -$46.3K -154 -1%
AWM
3189
Adams Wealth Management
Utah
$3.17M -$25K -83 -0.8%
QWM
3190
QP Wealth Management
New Jersey
$3.16M -$30.4K -101 -1%
EP
3191
Edgestream Partners
New Jersey
$3.15M -$13.3M -44,350 -81%
SPWM
3192
Spartan Planning & Wealth Management
North Carolina
$3.15M +$3.07M +10,215 New
TF
3193
Threadgill Financial
Texas
$3.13M -$28.3K -94 -0.9%
RAM
3194
Redmond Asset Management
Virginia
$3.13M +$68.6K +228 +2%
ZC
3195
Zeit Capital
Colorado
$3.13M
MA
3196
MBA Advisors
Pennsylvania
$3.13M +$15.3K +51 +0.5%
NJBEST
3197
New Jersey Better Educational Savings Trust
New Jersey
$3.12M
ECAM
3198
East Coast Asset Management
Massachusetts
$3.11M -$108K -359 -3%
NFG
3199
Northeast Financial Group
Pennsylvania
$3.11M -$507K -1,686 -14%
TFGT
3200
TS Financial Group (TSFG)
Illinois
$3.1M +$40.9K +136 +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.