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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
WAM
3326
Wolverine Asset Management
Illinois
$2.68M +$1.47M +4,897 +129%
CF
3327
Corrigan Financial
Rhode Island
$2.68M +$1.61M +5,361 +160%
ASI
3328
Advisory Services & Investments
Oregon
$2.68M +$48.1K +160 +2%
MA
3329
MKT Advisors
California
$2.68M +$140K +467 +5%
EDRIA
3330
Edmonds Duncan Registered Investment Advisors
Kansas
$2.67M
Twin Tree Management
3331
Twin Tree Management
Texas
$2.67M +$2.61M +8,666 New
MWP
3332
Madison Wealth Partners
Wisconsin
$2.67M +$71K +236 +3%
RTS
3333
Round Table Services
New Jersey
$2.67M +$9.03K +30 +0.3%
MAG
3334
MRA Advisory Group
New Jersey
$2.66M -$65.3K -217 -2%
TIM
3335
Tortoise Investment Management
New York
$2.66M -$18.1K -60 -0.7%
FAM
3336
Flaharty Asset Management
Florida
$2.65M -$243K -809 -9%
SCM
3337
Sterneck Capital Management
Missouri
$2.65M -$82.7K -275 -3%
KFS
3338
Kaizen Financial Strategies
California
$2.65M +$273K +907 +12%
FWM
3339
Focused Wealth Management
New York
$2.64M -$54.8K -182 -2%
TFO
3340
Tarbox Family Office
California
$2.64M -$485K -1,611 -16%
ACWM
3341
Adams Chetwood Wealth Management
North Carolina
$2.64M -$10.5K -35 -0.4%
KOMWMG
3342
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.64M -$382K -1,271 -13%
WFA
3343
Wellspring Financial Advisors
Ohio
$2.63M +$12.6K +42 +0.5%
RWG
3344
Regal Wealth Group
California
$2.63M +$30.1K +100 +1%
TLCM
3345
Twin Lakes Capital Management
California
$2.63M +$5.42K +18 +0.2%
PWM
3346
Purus Wealth Management
California
$2.62M -$25K -83 -1%
WAC
3347
William Allan Corp
Colorado
$2.62M +$21.1K +70 +0.8%
RHAM
3348
Round Hill Asset Management
California
$2.61M
WCM
3349
Washburn Capital Management
Florida
$2.59M +$1.2K +4 +0%
NFG
3350
Norris Financial Group
South Carolina
$2.59M -$199K -660 -7%

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.