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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
IF
3351
IRON Financial
Illinois
$2.58M -$62.6K -208 -2%
RCA
3352
Reitz Capital Advisors
Michigan
$2.58M +$547K +1,817 +28%
APW
3353
Acima Private Wealth
Virginia
$2.58M -$10.8K -36 -0.4%
EWA
3354
Evolution Wealth Advisors
Florida
$2.58M +$149K +495 +6%
TWM
3355
TMD Wealth Management
Arizona
$2.58M +$46.6K +155 +2%
EPA
3356
Element Pointe Advisors
Florida
$2.57M -$477K -1,585 -16%
SIMM
3357
Stillwater Investment Management (Minnesota)
Minnesota
$2.56M +$209K +695 +9%
IAG
3358
Investment Advisory Group
Massachusetts
$2.56M +$125K +415 +5%
LIA
3359
LSP Investment Advisors
New York
$2.55M
CFD
3360
Creative Financial Designs
Indiana
$2.55M +$171K +568 +7%
MPPLM
3361
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.55M +$143K +475 +6%
JCM
3362
Jacobsen Capital Management
Utah
$2.54M +$334K +1,109 +16%
SWM
3363
Salvus Wealth Management
New Jersey
$2.54M +$269K +894 +12%
MCM
3364
Magnolia Capital Management
New York
$2.54M -$84.2K -280 -3%
IFA
3365
Index Fund Advisors
California
$2.54M -$247K -821 -9%
SPP
3366
Single Point Partners
Massachusetts
$2.54M +$728K +2,420 +42%
MCM
3367
Mainstay Capital Management
Michigan
$2.54M +$1.06M +3,525 +75%
WAM
3368
Walker Asset Management
Missouri
$2.54M +$23.8K +79 +1%
BWP
3369
BSW Wealth Partners
Colorado
$2.53M -$2.25M -7,476 -48%
FWP
3370
Firethorn Wealth Partners
Georgia
$2.53M +$51.7K +172 +2%
SCFS
3371
S.C. Financial Services
Arizona
$2.52M +$150K +499 +6%
DG
3372
DMC Group
Alabama
$2.52M -$537K -1,785 -16%
PFWA
3373
Paces Ferry Wealth Advisors
Georgia
$2.52M +$93K +309 +4%
MLM
3374
Mount Lucas Management
Pennsylvania
$2.52M -$4.21K -14 -0.2%
TFP
3375
Tilia Fiduciary Partners
North Carolina
$2.52M +$190K +632 +8%

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.