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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
OLA
3251
Oliver Luxxe Assets
New Jersey
$2.39M +$110K +407 +5%
RPCA
3252
Running Point Capital Advisors
California
$2.39M +$18.5K +68 +0.7%
CAMV
3253
Concord Asset Management (Virginia)
Virginia
$2.39M +$32.8K +121 +1%
IAG
3254
Investment Advisory Group
Massachusetts
$2.39M +$270K +996 +12%
AMG
3255
Asset Management Group
Connecticut
$2.39M +$42.3K +156 +2%
FWM
3256
Foresight Wealth Management
Utah
$2.39M +$144K +529 +6%
AA
3257
Aire Advisors
California
$2.38M -$115K -422 -4%
MIM
3258
Merrion Investment Management
New Jersey
$2.37M -$21.7K -80 -0.9%
GPA
3259
Guerra Pan Advisors
New Jersey
$2.37M
EFL
3260
ERn Financial LLC
Wisconsin
$2.37M +$746K +2,748 +42%
EMG
3261
ETF Managers Group
New Jersey
$2.37M +$6.79K +25 +0.3%
OPOWM
3262
One Plus One Wealth Management
Florida
$2.37M -$11.7K -43 -0.5%
ST
3263
Sentinel Trust
Texas
$2.37M -$21.7K -80 -0.9%
PTCG
3264
Pring Turner Capital Group
California
$2.36M -$74.6K -275 -3%
COCM
3265
Charter Oak Capital Management
New Hampshire
$2.36M +$87.1K +321 +4%
CCB
3266
Cutter & Co Brokerage
Missouri
$2.36M +$116K +428 +5%
DOA
3267
D'Orazio & Associates
Virginia
$2.35M -$185K -680 -7%
CA
3268
Carson Advisory
Georgia
$2.35M +$104K +385 +4%
KLWA
3269
Kelly Lawrence W & Associates
California
$2.35M
MPW
3270
MA Private Wealth
California
$2.35M -$200K -738 -7%
OWA
3271
One Wealth Advisors
California
$2.35M -$25.2K -93 -1%
DCM
3272
Delta Capital Management
New Jersey
$2.35M
GWI
3273
Grace & White Inc
New York
$2.35M
NF
3274
Nvest Financial
New Hampshire
$2.35M -$22.8K -84 -0.9%
CWMGP
3275
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.34M +$1.9K +7 +0.1%

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.