We are live on ! Find out more
MSFT icon

Microsoft

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
TFO
3276
Tarbox Family Office
California
$2.34M +$145K +533 +6%
DG
3277
DMC Group
Alabama
$2.33M -$49.9K -184 -2%
HFG
3278
Heron Financial Group
New York
$2.33M -$354K -1,304 -13%
NCM
3279
Neumann Capital Management
California
$2.33M -$109K -400 -4%
HLOC
3280
H.L. Ormond & Company
North Carolina
$2.33M -$203K -747 -8%
AIM
3281
Alhambra Investment Management
Florida
$2.32M -$79.5K -293 -3%
WCAMG
3282
Woodard & Company Asset Management Group
North Carolina
$2.32M -$395K -1,456 -14%
SFWA
3283
Summit Financial Wealth Advisors
Louisiana
$2.32M +$67K +247 +3%
EBWM
3284
Eagle Bluffs Wealth Management
Missouri
$2.32M +$559K +2,059 +30%
GAM
3285
Gould Asset Management
California
$2.32M -$74.6K -275 -3%
FWP
3286
Firethorn Wealth Partners
Georgia
$2.31M +$25.5K +94 +1%
ASI
3287
Advisory Services & Investments
Oregon
$2.31M +$82.8K +305 +4%
TI
3288
Trexquant Investment
Connecticut
$2.3M +$2.43M +8,968 New
ML
3289
Mayport LLC
Massachusetts
$2.3M +$48K +177 +2%
TFP
3290
Tilia Fiduciary Partners
North Carolina
$2.29M +$233K +860 +11%
DLG
3291
Daniel L. Goodwin
$2.29M +$53.7K +198 +2%
WKSWA
3292
White Knight Strategic Wealth Advisors
New Jersey
$2.29M +$42.1K +155 +2%
RQS
3293
Ramsey Quantitative Systems
Kentucky
$2.29M +$2.42M +8,900 New
CCM
3294
Conway Capital Management
California
$2.28M
DU
3295
Delphia (USA)
Ontario, Canada
$2.28M +$477K +1,758 +25%
KCM
3296
Kathmere Capital Management
Pennsylvania
$2.27M +$310K +1,142 +15%
SCM
3297
Sterneck Capital Management
Missouri
$2.26M +$57K +210 +2%
PA
3298
PSI Advisors
Florida
$2.26M +$432K +1,592 +22%
CRI
3299
Colonial River Investments
Virginia
$2.25M -$639K -2,356 -21%
TIA
3300
Traphagen Investment Advisors
New Jersey
$2.25M +$276K +1,018 +13%

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.