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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
EMG
3276
ETF Managers Group
New Jersey
$2.85M +$1.22M +4,058 +81%
AWA
3277
AmeriServ Wealth Advisors
Pennsylvania
$2.85M -$204K -679 -7%
NF
3278
Nvest Financial
New Hampshire
$2.84M +$2.77M +9,220 New
EA
3279
Echo45 Advisors
California
$2.84M -$497K -1,652 -15%
VT
3280
Vise Technologies
New York
$2.84M +$2.13M +7,068 +331%
CAMV
3281
Concord Asset Management (Virginia)
Virginia
$2.83M +$53.9K +179 +2%
EIP
3282
Ellis Investment Partners
Pennsylvania
$2.83M +$73.4K +244 +3%
DAM
3283
Doheny Asset Management
California
$2.83M -$15K -50 -0.5%
AR
3284
Apeiron RIA
Texas
$2.82M -$38.2K -127 -1%
AT
3285
Arvest Trust
Oklahoma
$2.82M -$260K -864 -9%
KLWA
3286
Kelly Lawrence W & Associates
California
$2.82M +$13.5K +45 +0.5%
DCM
3287
Delta Capital Management
New Jersey
$2.82M -$325K -1,080 -11%
GWI
3288
Grace & White Inc
New York
$2.82M
WCA
3289
Waypoint Capital Advisors
Minnesota
$2.82M +$101K +337 +4%
AMG
3290
Asset Management Group
Connecticut
$2.82M +$203K +676 +8%
CWMGP
3291
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.81M -$214K -711 -7%
MWPCG
3292
Measured Wealth Private Client Group
New Hampshire
$2.8M -$106K -352 -4%
HKAM
3293
Horizon Kinetics Asset Management
New York
$2.8M -$37.9K -126 -1%
SFA
3294
Semmax Financial Advisors
North Carolina
$2.79M +$43K +143 +2%
MSA
3295
McAlister Sweet & Associates
Texas
$2.79M +$781K +2,596 +40%
KAM
3296
Knightsbridge Asset Management
California
$2.79M +$308K +1,025 +13%
DAM
3297
Derbend Asset Management
Georgia
$2.78M
LB
3298
Legacy Bridge
Iowa
$2.78M -$138K -460 -5%
LWP
3299
Lumature Wealth Partners
Georgia
$2.78M +$6.02K +20 +0.2%
PCM
3300
Pointe Capital Management
Michigan
$2.78M +$63.5K +211 +2%

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.