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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
PWM
3401
Penobscot Wealth Management
Maine
$1.97M +$69.5K +256 +3%
AC
3402
ASB Consultores
Florida
$1.97M -$1.49M -5,501 -42%
RRCM
3403
Rappaport Reiches Capital Management
Illinois
$1.96M +$511K +1,881 +33%
CWM
3404
Cabot Wealth Management
Massachusetts
$1.96M -$17.4K -64 -0.8%
SFG
3405
Sunburst Financial Group
Alabama
$1.95M +$12.5K +46 +0.6%
HGERS
3406
Householder Group Estate & Retirement Specialist
Arizona
$1.95M -$33.7K -124 -2%
OWA
3407
Outlook Wealth Advisors
Texas
$1.95M +$7.87K +29 +0.4%
WWMSC
3408
Wagner Wealth Management (South Carolina)
South Carolina
$1.94M +$14.7K +54 +0.7%
FIM
3409
Fernwood Investment Management
Massachusetts
$1.94M +$35.6K +131 +2%
LD
3410
Lipe & Dalton
New York
$1.94M +$122K +450 +6%
LA
3411
Latitude Advisors
Florida
$1.94M -$3.37M -12,412 -62%
SIAG
3412
Safeguard Investment Advisory Group
California
$1.94M
PM
3413
Parametrica Management
Hong Kong
$1.94M +$101K +373 +5%
OPPTF
3414
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.93M -$21.2K -78 -1%
AC
3415
Aristides Capital
Kentucky
$1.93M
NC
3416
NinePointTwo Capital
California
$1.93M +$69.2K +255 +4%
TSWM
3417
Tyler-Stone Wealth Management
Ohio
$1.92M +$97.4K +359 +5%
SWM
3418
Sugarloaf Wealth Management
Georgia
$1.92M +$38.8K +143 +2%
MWM
3419
MinichMacGregor Wealth Management
New York
$1.91M -$29.6K -109 -1%
MECA
3420
Miller Equity Capital Advisors
Texas
$1.91M +$1.25M +4,600 +162%
OIM
3421
Oder Investment Management
California
$1.91M +$84.1K +310 +4%
SFA
3422
Source Financial Advisors
New York
$1.91M -$12.8K -47 -0.6%
CCA
3423
Clearwater Capital Advisors
Illinois
$1.91M -$3.8K -14 -0.2%
EPA
3424
Element Pointe Advisors
Florida
$1.9M -$253K -934 -11%
BFS
3425
Bickling Financial Services
Massachusetts
$1.9M +$31.8K +117 +2%

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.