We are live on ! Find out more
MSFT icon

Microsoft

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
TFA
3451
Triad Financial Advisors
North Carolina
$1.83M -$60.5K -223 -3%
ACMA
3452
Arbor Capital Management (Alaska)
Alaska
$1.83M +$4.61K +17 +0.2%
EWM
3453
Elmwood Wealth Management
California
$1.83M -$51.6K -190 -3%
TCM
3454
TD Capital Management
Tennessee
$1.82M +$41K +151 +2%
BMCM
3455
Burns Matteson Capital Management
New York
$1.81M +$14.9K +55 +0.8%
P
3456
&Partners
Tennessee
$1.81M +$286K +1,052 +18%
WCBA
3457
Weaver C. Barksdale & Associates
Tennessee
$1.81M +$112K +412 +6%
NA
3458
Nottingham Advisors
New York
$1.8M -$162K -598 -8%
RIM
3459
Rockbridge Investment Management
New York
$1.8M -$1.9M -7,010 -50%
SEP
3460
Southland Equity Partners
Missouri
$1.8M +$202K +743 +12%
I
3461
IMPACTfolio
Colorado
$1.8M +$543 +2 +0%
EL
3462
ERN LLC
Delaware
$1.8M +$1.9M +7,000 New
CHA
3463
Cooper/Haims Advisors
New York
$1.79M -$96.1K -354 -5%
MS
3464
Maven Securities
Jersey
$1.79M +$1.11M +4,105 +144%
BSAM
3465
Blue Square Asset Management
New York
$1.79M -$1.07M -3,926 -36%
RCM
3466
Requisite Capital Management
Texas
$1.79M -$66.8K -246 -3%
ACM
3467
Advance Capital Management
Michigan
$1.79M +$513K +1,889 +37%
GBWM
3468
Granite Bay Wealth Management
New Hampshire
$1.78M -$26.6K -98 -1%
HFA
3469
Harbert Fund Advisors
Alabama
$1.78M +$1.89M +6,950 New
WA
3470
WP Advisors
California
$1.78M +$27.1K +100 +1%
FCM
3471
Firestone Capital Management
Florida
$1.77M +$7.33K +27 +0.4%
TFA
3472
Transamerica Financial Advisors
Florida
$1.77M +$1.87M +6,905 New
TWM
3473
Trevian Wealth Management
Massachusetts
$1.77M +$1.36K +5 +0.1%
LWMG
3474
Levy Wealth Management Group
Pennsylvania
$1.77M +$2.71K +10 +0.1%
NEWAS
3475
N.E.W. Advisory Services
Wisconsin
$1.77M -$41K -151 -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.