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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
1IA
3426
1620 Investment Advisors
Massachusetts
$2.34M
GCA
3427
Genesee Capital Advisors
New York
$2.33M +$84.2K +280 +4%
SFG
3428
Sunburst Financial Group
Alabama
$2.33M -$38.8K -129 -2%
MWM
3429
MinichMacGregor Wealth Management
New York
$2.33M -$9.63K -32 -0.4%
CFA
3430
Compass Financial Advisors
Indiana
$2.33M +$62.9K +209 +3%
OWA
3431
Outlook Wealth Advisors
Texas
$2.33M -$8.12K -27 -0.4%
WC
3432
Westhampton Capital
North Carolina
$2.33M +$55.7K +185 +3%
XWM
3433
Xcel Wealth Management
Florida
$2.32M +$24.1K +80 +1%
CWA
3434
Consilio Wealth Advisors
Washington
$2.32M +$384K +1,276 +20%
WWMSC
3435
Wagner Wealth Management (South Carolina)
South Carolina
$2.31M +$14.4K +48 +0.6%
CWM
3436
Campbell Wealth Management
Virginia
$2.31M -$190K -631 -8%
ZIMP
3437
Zimmermann Investment Management & Planning
Pennsylvania
$2.31M -$23.5K -78 -1%
AC
3438
Aristides Capital
Kentucky
$2.31M
D
3439
Diversified
Delaware
$2.31M +$14.1K +47 +0.6%
DWM
3440
Drive Wealth Management
Utah
$2.31M +$628K +2,089 +39%
PCMN
3441
Paradigm Capital Management (Nevada)
Nevada
$2.31M -$108K -358 -5%
SWRP
3442
Summit Wealth & Retirement Planning
California
$2.31M +$263K +875 +13%
SFA
3443
Source Financial Advisors
New York
$2.3M +$235K +781 +12%
NLP
3444
Next Level Private
New York
$2.3M +$178K +591 +9%
CCA
3445
Clearwater Capital Advisors
Illinois
$2.29M +$227K +756 +11%
FIM
3446
Fernwood Investment Management
Massachusetts
$2.29M -$32.8K -109 -1%
PWM
3447
Penobscot Wealth Management
Maine
$2.29M -$208K -691 -9%
WH
3448
Willner & Heller
California
$2.29M -$84.5K -281 -4%
RIS
3449
Retirement Income Solutions
Michigan
$2.27M +$9.63K +32 +0.4%
ACM
3450
Ativo Capital Management
Illinois
$2.27M -$381K -1,267 -15%

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.