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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
CC
3251
Colrain Capital
Massachusetts
$2.93M -$179K -595 -6%
HP
3252
HT Partners
Connecticut
$2.92M +$42.1K +140 +1%
FNC
3253
First National Corp
Massachusetts
$2.92M -$1.17M -3,881 -29%
ACA
3254
Affinity Capital Advisors
California
$2.92M -$268K -892 -9%
VWA
3255
VERITY Wealth Advisors
United States
$2.92M
PTCG
3256
Pring Turner Capital Group
California
$2.92M +$408K +1,357 +17%
NCM
3257
Neumann Capital Management
California
$2.92M -$181K -600 -6%
1WM
3258
1900 Wealth Management
Texas
$2.92M +$487K +1,620 +21%
MA
3259
Mezzasalma Advisors
New Jersey
$2.91M +$8.42K +28 +0.3%
LC
3260
Landaas & Company
Wisconsin
$2.9M
CIA
3261
Cladis Investment Advisory
Montana
$2.89M +$232K +770 +9%
BCM
3262
Bluefin Capital Management
New York
$2.89M -$18.7M -62,045 -87%
TWM
3263
Titus Wealth Management
California
$2.88M -$91.2K -303 -3%
AIM
3264
Alhambra Investment Management
Florida
$2.88M -$274K -910 -9%
JWM
3265
Janiczek Wealth Management
Colorado
$2.88M +$131K +436 +5%
MIM
3266
Merrion Investment Management
New Jersey
$2.87M
MWM
3267
Marion Wealth Management
Pennsylvania
$2.87M +$12.3K +41 +0.4%
TCM
3268
Towercrest Capital Management
Pennsylvania
$2.87M +$903 +3 +0%
MFGM
3269
Marshall Financial Group (Maryland)
Maryland
$2.87M +$77.6K +258 +3%
SFG
3270
Sowa Financial Group
Rhode Island
$2.87M +$3.91K +13 +0.1%
ST
3271
Sentinel Trust
Texas
$2.87M -$448K -1,489 -14%
GAM
3272
Gould Asset Management
California
$2.87M +$15K +50 +0.5%
OPOWM
3273
One Plus One Wealth Management
Florida
$2.86M -$236K -783 -8%
OWA
3274
One Wealth Advisors
California
$2.85M +$457K +1,520 +20%
RPCA
3275
Running Point Capital Advisors
California
$2.85M -$1.53M -5,071 -35%

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.