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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
SAF
3201
Smith Anglin Financial
Texas
$3.1M -$31.3K -104 -1%
MPW
3202
MA Private Wealth
California
$3.1M -$9.63K -32 -0.3%
AA
3203
Alesco Advisors
New York
$3.1M +$120K +400 +4%
DSN
3204
D. Scott Neal
Kentucky
$3.09M -$301 -1 -0%
AC
3205
Amitell Capital
Singapore
$3.09M -$1.72M -5,706 -36%
BFWA
3206
Benchmark Financial Wealth Advisors
Florida
$3.08M +$20.2K +67 +0.7%
GCMG
3207
Gyroscope Capital Management Group
Florida
$3.08M -$150K -500 -5%
EWS
3208
Evergreen Wealth Solutions
Pennsylvania
$3.08M +$17.8K +59 +0.6%
IF
3209
Integrity Financial
Wyoming
$3.07M -$681K -2,264 -19%
WHC
3210
Wulff, Hansen & Co
California
$3.07M -$96.6K -321 -3%
PBO
3211
Peoples Bank (Ohio)
Ohio
$3.07M -$5.42K -18 -0.2%
CFM
3212
Capricorn Fund Managers
United Kingdom
$3.07M -$1.02M -3,384 -25%
PSC
3213
Prentiss Smith & Co
Vermont
$3.06M +$5.12K +17 +0.2%
MWAM
3214
Manhattan West Asset Management
California
$3.06M +$2.05M +6,810 +219%
GCM
3215
Graham Capital Management
Connecticut
$3.06M +$2.3M +7,645 +335%
LK
3216
Lumbard & Kellner
New Hampshire
$3.06M -$25K -83 -0.8%
CC
3217
Callan Capital
California
$3.05M +$31.3K +104 +1%
OFW
3218
Omnia Family Wealth
Florida
$3.05M -$174K -577 -6%
CFG
3219
CKW Financial Group
Hawaii
$3.05M +$449K +1,493 +18%
RVPG
3220
Relative Value Partners Group
$3.04M +$753K +2,502 +34%
DOA
3221
D'Orazio & Associates
Virginia
$3.04M -$74.3K -247 -2%
DWM
3222
Dorchester Wealth Management
Quebec, Canada
$3.03M +$420K +1,395 +22%
RC
3223
RBO & Co
California
$3.03M
NG
3224
Northstar Group
New York
$3.03M +$25.6K +85 +0.9%
HLOC
3225
H.L. Ormond & Company
North Carolina
$3.02M -$37.9K -126 -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.