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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
PFM
3376
Privium Fund Management
Netherlands
$2.06M +$2.17M +8,000 New
BPFA
3377
Barnes Pettey Financial Advisors
Mississippi
$2.04M +$89.6K +330 +4%
MGWM
3378
Marks Group Wealth Management
Minnesota
$2.04M +$67.9K +250 +3%
AFS
3379
Aft Forsyth & Sober
Florida
$2.04M
WC
3380
Westhampton Capital
North Carolina
$2.03M +$99.6K +367 +5%
OWM
3381
Opes Wealth Management
California
$2.02M -$6.24K -23 -0.3%
PFWA
3382
Paces Ferry Wealth Advisors
Georgia
$2.02M -$81.2K -299 -4%
CWA
3383
Clarity Wealth Advisors
California
$2.02M +$305K +1,124 +17%
FAG
3384
Financial Advisory Group
Texas
$2.01M +$15.7K +58 +0.7%
G
3385
GenTrust
Florida
$2.01M +$543K +2,001 +34%
AF
3386
Apexium Financial
Texas
$2.01M +$484K +1,784 +30%
ACM
3387
Ativo Capital Management
Illinois
$2M +$120K +441 +6%
WAM
3388
WealthTrust Asset Management
Florida
$2M -$1.33M -4,899 -39%
AW
3389
Apricus Wealth
South Carolina
$2M -$191K -704 -8%
CWA
3390
Clearview Wealth Advisors
Oregon
$2M +$14.4K +53 +0.7%
ZIMP
3391
Zimmermann Investment Management & Planning
Pennsylvania
$2M +$71.1K +262 +3%
TAM
3392
Tealwood Asset Management
Minnesota
$1.99M -$16.6K -61 -0.8%
HC
3393
Hamilton Capital
Ohio
$1.99M -$1.36K -5 -0.1%
SKCP
3394
Storm King Capital Partners
New York
$1.99M
LFA
3395
Landmark Financial Advisors
Kentucky
$1.99M +$15.2K +56 +0.7%
DFG
3396
Demars Financial Group
Washington
$1.99M -$1.69M -6,239 -45%
VCWA
3397
Vanguard Capital Wealth Advisors
Colorado
$1.98M -$7.06K -26 -0.3%
GIM
3398
Groesbeck Investment Management
New Jersey
$1.98M
CSWM
3399
Cassady Schiller Wealth Management
Ohio
$1.98M +$22K +81 +1%
D
3400
Diversified
Delaware
$1.97M +$52.1K +192 +3%

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.