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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
EGM
3301
Engineers Gate Manager
New York
$2.78M -$1.19M -3,972 -31%
AWAP
3302
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.76M +$13.5K +45 +0.5%
SHJ
3303
Sharkey, Howes & Javer
Colorado
$2.75M -$2.41K -8 -0.1%
OLA
3304
Oliver Luxxe Assets
New Jersey
$2.75M +$22.3K +74 +0.8%
CFSG
3305
Clark Financial Services Group
Missouri
$2.74M +$1.37M +4,539 +104%
WBCM
3306
Wilson & Boucher Capital Management
California
$2.74M +$60.5K +201 +2%
CCM
3307
Conway Capital Management
California
$2.73M +$10.5K +35 +0.4%
COCM
3308
Charter Oak Capital Management
New Hampshire
$2.73M +$381K +1,265 +17%
RWA
3309
Redhawk Wealth Advisors
Minnesota
$2.73M -$185K -614 -6%
SAM
3310
Stewart Asset Management
New York
$2.72M +$1.14M +3,787 +75%
CA
3311
Carson Advisory
Georgia
$2.71M +$123K +409 +5%
ML
3312
Mayport LLC
Massachusetts
$2.7M
IWN
3313
Independent Wealth Network
Iowa
$2.7M -$572K -1,902 -18%
DSCM
3314
Del-Sette Capital Management
New York
$2.7M -$191K -636 -7%
FWM
3315
Foresight Wealth Management
Utah
$2.7M +$101K +337 +4%
SFG
3316
Sovereign Financial Group
Connecticut
$2.7M +$455K +1,513 +21%
CCB
3317
Cutter & Co Brokerage
Missouri
$2.7M -$9.03K -30 -0.3%
MHR
3318
Matthew Hamilton Rosenberg
$2.7M +$33.7K +112 +1%
TCPWM
3319
Traverso Chambers Private Wealth Management
California
$2.7M +$22K +73 +0.8%
WKSWA
3320
White Knight Strategic Wealth Advisors
New Jersey
$2.7M +$112K +371 +4%
ACM
3321
AUA Capital Management
Pennsylvania
$2.69M +$1.08M +3,585 +70%
SFWA
3322
Summit Financial Wealth Advisors
Louisiana
$2.69M -$318K -1,056 -11%
LWM
3323
Loveless Wealth Management
Montana
$2.69M +$74K +246 +3%
DLG
3324
Daniel L. Goodwin
$2.69M +$115K +383 +5%
TBWA
3325
Three Bridge Wealth Advisors
California
$2.69M +$2.62M +8,712 New

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.