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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
CWS
3301
Cypress Wealth Services
California
$2.25M -$690K -2,541 -22%
SIMM
3302
Stillwater Investment Management (Minnesota)
Minnesota
$2.25M +$126K +465 +6%
CWM
3303
Castle Wealth Management
Florida
$2.25M +$2.38M +8,754 New
HKAM
3304
Horizon Kinetics Asset Management
New York
$2.25M -$92.5K -341 -4%
EGM
3305
Engineers Gate Manager
New York
$2.25M -$70.6K -260 -3%
IFA
3306
Index Fund Advisors
California
$2.24M +$137K +503 +6%
RCA
3307
Reitz Capital Advisors
Michigan
$2.24M +$95.8K +353 +4%
WBCM
3308
Wilson & Boucher Capital Management
California
$2.24M -$42.6K -157 -2%
ACM
3309
AUA Capital Management
Pennsylvania
$2.24M -$3.26K -12 -0.1%
RTS
3310
Round Table Services
New Jersey
$2.24M +$16.8K +62 +0.7%
WFA
3311
Wellspring Financial Advisors
Ohio
$2.24M +$46.7K +172 +2%
LWM
3312
Loveless Wealth Management
Montana
$2.23M -$3.53K -13 -0.1%
CCM
3313
CTC Capital Management
Illinois
$2.23M +$2.36M +8,700 New
TI
3314
Truepoint Inc
Ohio
$2.23M +$379K +1,396 +19%
KFS
3315
Kaizen Financial Strategies
California
$2.23M +$26.6K +98 +1%
FWM
3316
Focused Wealth Management
New York
$2.23M +$28.2K +104 +1%
TT
3317
TI-Trust
Illinois
$2.23M -$890K -3,279 -27%
EDRIA
3318
Edmonds Duncan Registered Investment Advisors
Kansas
$2.23M
FH
3319
FWG Holdings
Florida
$2.22M +$255K +940 +12%
RWA
3320
Redhawk Wealth Advisors
Minnesota
$2.22M -$54K -199 -2%
PWM
3321
Purus Wealth Management
California
$2.22M +$36.4K +134 +2%
MPPLM
3322
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.22M +$103K +379 +5%
TCPWM
3323
Traverso Chambers Private Wealth Management
California
$2.22M -$32.8K -121 -1%
SIC
3324
SFE Investment Counsel
California
$2.21M +$141K +520 +6%
SFG
3325
Sovereign Financial Group
Connecticut
$2.2M -$54.8K -202 -2%

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.