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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
BI
3426
Blooom Inc
Kansas
$1.9M -$279K -1,027 -13%
WIP
3427
WealthCare Investment Partners
Rhode Island
$1.89M +$13.8K +51 +0.7%
MF
3428
Manchester Financial
California
$1.89M +$112K +413 +6%
SIS
3429
Sound Income Strategies
Florida
$1.89M +$229K +845 +13%
WLPWM
3430
Walled Lake Planning & Wealth Management
Illinois
$1.89M +$10.3K +38 +0.5%
CCM
3431
Courage Capital Management
Tennessee
$1.89M -$2.31M -8,500 -54%
SFWC
3432
Strategic Family Wealth Counselors
New Jersey
$1.89M +$21.2K +78 +1%
ARG
3433
Advisory Resource Group
Oklahoma
$1.88M +$107K +395 +6%
BFAG
3434
Blackston Financial Advisory Group
Florida
$1.88M -$203K -749 -10%
KFP
3435
KB Financial Partners
New Jersey
$1.88M -$154K -568 -7%
PWM
3436
Pinnacle Wealth Management
California
$1.88M +$94.4K +348 +5%
WGCA
3437
Wolf Group Capital Advisors
Virginia
$1.88M +$74.9K +276 +4%
OBWG
3438
Onyx Bridge Wealth Group
New York
$1.87M +$112K +412 +6%
HFA
3439
High Falls Advisors
New York
$1.86M -$26.6K -98 -1%
BC
3440
Belmont Capital
California
$1.86M +$29.9K +110 +2%
WH
3441
Willner & Heller
California
$1.86M +$126K +465 +7%
BWM
3442
BlackDiamond Wealth Management
New York
$1.86M +$46.4K +171 +2%
DCM
3443
Dimension Capital Management
Florida
$1.86M +$12.2K +45 +0.6%
BAM
3444
Baldrige Asset Management
Pennsylvania
$1.85M
CFA
3445
Compass Financial Advisors
Indiana
$1.84M -$104K -383 -5%
OFA
3446
Oak Family Advisors
Illinois
$1.84M -$117K -432 -6%
APC
3447
Aspire Private Capital
North Carolina
$1.84M -$13.8K -51 -0.7%
HI
3448
Human Investing
Oregon
$1.84M +$43.7K +161 +2%
OCM
3449
Objective Capital Management
Ohio
$1.83M +$14.7K +54 +0.8%
APP
3450
Alpha Paradigm Partners
Illinois
$1.83M +$1.72M +6,331 +785%

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.