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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
CFA
3176
Cahill Financial Advisors
Minnesota
$2.59M -$214K -788 -7%
RCG
3177
Rock Creek Group
District of Columbia
$2.59M -$173K -637 -6%
MA
3178
MBA Advisors
Pennsylvania
$2.59M -$17.1K -63 -0.6%
EWS
3179
Evergreen Wealth Solutions
Pennsylvania
$2.59M +$19.8K +73 +0.7%
AA
3180
Alesco Advisors
New York
$2.58M
CFD
3181
Creative Financial Designs
Indiana
$2.58M +$477K +1,759 +21%
LDFR
3182
Lehman & Derafelo Financial Resources
Pennsylvania
$2.58M -$173K -637 -6%
DAM
3183
Derbend Asset Management
Georgia
$2.58M +$479K +1,765 +21%
PFP
3184
Paragon Financial Partners
California
$2.58M +$69.5K +256 +3%
GM
3185
GeoWealth Management
Illinois
$2.57M -$74.4K -274 -3%
APWA
3186
Atlas Private Wealth Advisors
New Jersey
$2.57M -$115K -423 -4%
IF
3187
Integrity Financial
Wyoming
$2.57M +$8.96K +33 +0.3%
RA
3188
Rational Advisors
New York
$2.57M -$1.03M -3,797 -28%
PW
3189
Peninsula Wealth
California
$2.57M +$79.5K +293 +3%
NCM
3190
Nellore Capital Management
California
$2.57M +$2.71M +10,000 New
DSN
3191
D. Scott Neal
Kentucky
$2.56M -$8.41K -31 -0.3%
TF
3192
Threadgill Financial
Texas
$2.56M -$46.4K -171 -2%
WHC
3193
Wulff, Hansen & Co
California
$2.56M +$5.43K +20 +0.2%
MSA
3194
McAlister Sweet & Associates
Texas
$2.56M +$256K +943 +10%
MA
3195
MKT Advisors
California
$2.56M -$120K -441 -4%
KOMWMG
3196
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.56M +$379K +1,397 +16%
PSC
3197
Prentiss Smith & Co
Vermont
$2.55M
WAC
3198
William Allan Corp
Colorado
$2.55M +$388K +1,429 +17%
MWP
3199
Madison Wealth Partners
Wisconsin
$2.55M +$344K +1,267 +15%
CFG
3200
CKW Financial Group
Hawaii
$2.54M -$13.3K -49 -0.5%

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.