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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
ITIM
3226
Indiana Trust & Investment Management
Indiana
$3.02M -$27.1K -90 -0.9%
PC
3227
Pecaut & Co
Iowa
$3.02M -$3.91K -13 -0.1%
TWM
3228
Thrive Wealth Management
Pennsylvania
$3.02M +$328K +1,090 +13%
CSI
3229
Cross Staff Investments
New York
$3.02M +$60.5K +201 +2%
PFP
3230
Paragon Financial Partners
California
$3.01M +$903 +3 +0%
LWM
3231
Ledge Wealth Management
Minnesota
$3.01M +$2.94M +9,764 New
WPWM
3232
Western Pacific Wealth Management
Illinois
$3.01M +$5.42K +18 +0.2%
OFG
3233
Oxford Financial Group
Indiana
$3.01M -$1.45M -4,831 -33%
PTC
3234
Provident Trust Company
Wisconsin
$3.01M
PW
3235
Peninsula Wealth
California
$2.99M +$106K +352 +4%
TCM
3236
Triumph Capital Management
Colorado
$2.99M +$892K +2,966 +44%
GSWM
3237
Greenup Street Wealth Management
Michigan
$2.99M +$733K +2,438 +34%
EHWM
3238
Eads & Heald Wealth Management
Georgia
$2.98M -$43K -143 -1%
AA
3239
Aire Advisors
California
$2.98M +$587K +1,952 +25%
BWM
3240
BT Wealth Management
Georgia
$2.97M -$1.24M -4,106 -30%
PWA
3241
Primoris Wealth Advisors
Florida
$2.97M +$30.1K +100 +1%
RWI
3242
Red Wave Investments
Pennsylvania
$2.96M +$192K +638 +7%
IIL
3243
Insight Inv LLC
California
$2.95M -$43.6K -145 -1%
BC
3244
Bowman & Company
Wisconsin
$2.95M +$210K +697 +8%
PL
3245
Pluribus Labs
California
$2.95M -$220K -732 -7%
CFCI
3246
Comprehensive Financial Consultants Institutional
Indiana
$2.95M +$118K +392 +4%
EIG
3247
Ellenbecker Investment Group
Wisconsin
$2.95M -$5.12K -17 -0.2%
MCAI
3248
Members Capital Advisors Inc
Wisconsin
$2.95M
GSIS
3249
Global Strategic Investment Solutions
Arizona
$2.94M +$46.9K +156 +2%
CWM
3250
Cahaba Wealth Management
Georgia
$2.94M +$343K +1,139 +12%

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.