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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
PCM
3326
Pointe Capital Management
Michigan
$2.19M -$128K -472 -5%
FA
3327
Fermata Advisors
California
$2.19M +$854K +3,146 +59%
GCP
3328
Gill Capital Partners
Colorado
$2.19M
LB
3329
Legacy Bridge
Iowa
$2.19M -$135K -497 -6%
MAG
3330
MRA Advisory Group
New Jersey
$2.19M -$32.8K -121 -1%
TWM
3331
TMD Wealth Management
Arizona
$2.19M +$40.7K +150 +2%
TBWA
3332
Three Bridge Wealth Advisors
California
$2.18M -$57.8K -213 -2%
APW
3333
Acima Private Wealth
Virginia
$2.18M +$33.7K +124 +1%
TLCM
3334
Twin Lakes Capital Management
California
$2.17M -$14.4K -53 -0.6%
RHAM
3335
Round Hill Asset Management
California
$2.17M
MLM
3336
Mount Lucas Management
Pennsylvania
$2.17M +$77.6K +286 +3%
MHR
3337
Matthew Hamilton Rosenberg
$2.17M -$105K -388 -4%
TIM
3338
Tortoise Investment Management
New York
$2.17M -$48.6K -179 -2%
EIP
3339
Ellis Investment Partners
Pennsylvania
$2.16M -$205K -755 -8%
WAM
3340
Walker Asset Management
Missouri
$2.16M +$54.6K +201 +2%
SEC
3341
Seven Eight Capital
New York
$2.16M -$3.46M -12,738 -60%
OC
3342
Optimas Capital
Hong Kong
$2.16M -$2.28M -8,385 -50%
SCA
3343
Southern Capital Advisors
Tennessee
$2.15M +$101K +371 +5%
LWP
3344
Lumature Wealth Partners
Georgia
$2.15M -$172K -633 -7%
SWRP
3345
Summit Wealth & Retirement Planning
California
$2.15M +$237K +875 +12%
OWA
3346
Opal Wealth Advisors
New York
$2.14M +$81.7K +301 +4%
GCA
3347
Genesee Capital Advisors
New York
$2.14M +$209K +771 +10%
EWA
3348
Evolution Wealth Advisors
Florida
$2.14M -$5.97K -22 -0.3%
TFCP
3349
Twin Focus Capital Partners
Massachusetts
$2.14M +$183K +675 +9%
IWN
3350
Independent Wealth Network
Iowa
$2.13M -$126K -465 -5%

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.