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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
HFA
3451
High Falls Advisors
New York
$2.27M +$38.2K +127 +2%
TFA
3452
Triad Financial Advisors
North Carolina
$2.27M +$6.32K +21 +0.3%
WLPWM
3453
Walled Lake Planning & Wealth Management
Illinois
$2.26M -$149K -496 -6%
CHA
3454
Cooper/Haims Advisors
New York
$2.26M -$5.42K -18 -0.2%
ACM
3455
Absolute Capital Management
Pennsylvania
$2.26M +$2.2M +7,302 +31,748%
SWM
3456
Sugarloaf Wealth Management
Georgia
$2.26M -$53K -176 -2%
EWM
3457
Elmwood Wealth Management
California
$2.25M +$87.5K +291 +4%
TI
3458
Truepoint Inc
Ohio
$2.25M -$84.5K -281 -4%
PFA
3459
Pathway Financial Advisors
Vermont
$2.25M -$6.02K -20 -0.3%
AF
3460
Aldebaran Financial
$2.24M +$78.2K +260 +4%
SFWC
3461
Strategic Family Wealth Counselors
New Jersey
$2.24M -$78.2K -260 -3%
BFS
3462
Bickling Financial Services
Massachusetts
$2.24M +$14.1K +47 +0.7%
CP
3463
Coho Partners
Pennsylvania
$2.23M -$75.2K -250 -3%
CIA
3464
Capital Impact Advisors
Massachusetts
$2.23M -$4.2M -13,959 -66%
OAM
3465
Oak Asset Management
California
$2.23M +$22.6K +75 +1%
NC
3466
NinePointTwo Capital
California
$2.23M -$21.7K -72 -1%
RCM
3467
Requisite Capital Management
Texas
$2.22M -$1.58M -5,250 -42%
APC
3468
Aspire Private Capital
North Carolina
$2.22M +$140K +467 +7%
BAM
3469
Baldrige Asset Management
Pennsylvania
$2.22M -$104K -347 -5%
DCM
3470
Dimension Capital Management
Florida
$2.22M -$903 -3 -0%
PA
3471
PSI Advisors
Florida
$2.22M +$752K +2,501 +53%
PFG
3472
PAX Financial Group
Texas
$2.21M -$310K -1,032 -13%
PM
3473
Parametrica Management
Hong Kong
$2.21M +$555K +1,845 +35%
BC
3474
Belmont Capital
California
$2.2M +$2.14M +7,103 +15,784%
CI
3475
Cavalier Investments
Georgia
$2.2M -$530K -1,763 -20%

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.