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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
CAGAS
3401
Capital Advisory Group Advisory Services
Minnesota
$2.4M -$61.1K -203 -3%
FAG
3402
Financial Advisory Group
Texas
$2.39M +$139K +463 +6%
GPA
3403
Guerra Pan Advisors
New Jersey
$2.39M
HC
3404
Hamilton Capital
Ohio
$2.39M -$974K -3,236 -29%
TIA
3405
Traphagen Investment Advisors
New Jersey
$2.39M +$284K +943 +14%
SKCP
3406
Storm King Capital Partners
New York
$2.39M +$2.33M +7,746 New
TSS
3407
Two Sigma Securities
New York
$2.39M -$4.67M -15,513 -67%
VCWA
3408
Vanguard Capital Wealth Advisors
Colorado
$2.39M +$158K +526 +7%
CWA
3409
Clearview Wealth Advisors
Oregon
$2.38M -$577K -1,919 -20%
FH
3410
FWG Holdings
Florida
$2.38M -$169K -562 -7%
HGERS
3411
Householder Group Estate & Retirement Specialist
Arizona
$2.38M +$129K +430 +6%
KCM
3412
Kathmere Capital Management
Pennsylvania
$2.37M +$744K +2,474 +47%
GIM
3413
Groesbeck Investment Management
New Jersey
$2.37M
AWP
3414
Abacus Wealth Partners
California
$2.37M -$335K -1,112 -13%
EF
3415
Empowered Funds
Pennsylvania
$2.37M -$1.42M -4,726 -38%
CWM
3416
Cabot Wealth Management
Massachusetts
$2.37M +$9.03K +30 +0.4%
MGWM
3417
Marks Group Wealth Management
Minnesota
$2.37M +$256K +852 +12%
CP
3418
Castleview Partners
Texas
$2.36M -$1.2B -3,985,151 -100%
OPPTF
3419
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.36M +$111K +369 +5%
LAI
3420
Legal Advantage Investments
California
$2.36M +$962K +3,199 +72%
TFCP
3421
Twin Focus Capital Partners
Massachusetts
$2.36M +$72.8K +242 +3%
NA
3422
Nottingham Advisors
New York
$2.35M -$221K -735 -9%
BPFA
3423
Barnes Pettey Financial Advisors
Mississippi
$2.35M -$82.1K -273 -3%
CSWM
3424
Cassady Schiller Wealth Management
Ohio
$2.35M +$447K +1,485 +24%
OFA
3425
Oak Family Advisors
Illinois
$2.34M -$1.21M -4,013 -35%

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.