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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
CIC
326
Chilton Investment Company
Connecticut
$317M +$5.13M +17,054 +2%
ASC
327
Atalanta Sosnoff Capital
New York
$317M -$755K -2,510 -0.2%
DFO
328
Duquesne Family Office
New York
$315M +$66.1M +219,815 +27%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$311M -$4.81K -16 -0%
AI
330
Ariel Investments
Illinois
$310M +$1.91M +6,335 +0.6%
JWBC
331
John W. Bristol & Co
New York
$309M -$6.2M -20,619 -2%
COPPSERS
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$309M +$18.2M +60,385 +6%
AI
333
Axiom Investors
Connecticut
$309M -$16.8M -55,698 -5%
CII
334
Capital International Inc
California
$308M -$38.5M -127,885 -11%
PFO
335
Pathstone Family Office
New Jersey
$308M +$30.9M +102,866 +35%
LCP
336
LGT Capital Partners
Switzerland
$308M +$27M +89,644 +10%
MNG
337
Manning & Napier Group
New York
$305M +$2.28M +7,594 +0.8%
BCWM
338
Bartlett & Co Wealth Management
Ohio
$301M +$411K +1,365 +0.1%
BC
339
Bartlett & Co
Ohio
$301M +$411K +1,365 +0.1%
EWM
340
Evercore Wealth Management
New York
$301M -$1.59M -5,279 -0.5%
TPSF
341
Texas Permanent School Fund
Texas
$300M -$19M -63,151 -6%
CFB
342
Cullen/Frost Bankers
Texas
$300M +$5.7M +18,958 +2%
Millennium Management
343
Millennium Management
New York
$299M -$488M -1,620,520 -63%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$298M +$9.51M +31,603 +4%
VanEck Associates
345
VanEck Associates
New York
$298M +$10.8M +35,886 +4%
CCM
346
Cantillon Capital Management
New York
$292M +$7.98M +26,513 +3%
Gates Foundation Trust
347
Gates Foundation Trust
Washington
$291M -$299M -993,083 -51%
ZIM
348
Zacks Investment Management
Illinois
$289M +$14.7M +48,877 +5%
GAM
349
GuardCap Asset Management
United Kingdom
$289M +$5.96M +19,816 +2%
TWC
350
TD Waterhouse Canada
Ontario, Canada
$287M -$5.77M -19,173 -2%

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.