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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
BWM
3501
BlackDiamond Wealth Management
New York
$2.14M +$36.7K +122 +2%
TCM
3502
TD Capital Management
Tennessee
$2.14M +$602 +2 +0%
TWM
3503
Trevian Wealth Management
Massachusetts
$2.12M -$52.3K -174 -2%
FCM
3504
Firestone Capital Management
Florida
$2.12M -$50.2K -167 -2%
CPA
3505
Cowen Prime Advisors
New York
$2.12M -$60.2K -200 -3%
LWMG
3506
Levy Wealth Management Group
Pennsylvania
$2.12M +$3.01K +10 +0.1%
RBC
3507
Roble Belko & Company
Pennsylvania
$2.12M +$49K +163 +2%
WFM
3508
Wolff Financial Management
Michigan
$2.11M -$301 -1 -0%
SSWG
3509
Seven Springs Wealth Group
Tennessee
$2.11M
F
3510
F3Logic
Minnesota
$2.11M +$72.5K +241 +4%
WA
3511
WP Advisors
California
$2.11M -$2.71K -9 -0.1%
NRW
3512
Nova R Wealth
Kansas
$2.11M +$56.3K +187 +3%
WIP
3513
WealthCare Investment Partners
Rhode Island
$2.1M +$264K +876 +14%
GG
3514
Golden Green
South Carolina
$2.09M +$421K +1,399 +26%
CWM
3515
Cedar Wealth Management
California
$2.09M +$34.3K +114 +2%
C
3516
CEDRUS
Colorado
$2.09M +$124K +412 +6%
LCM
3517
Lewis Capital Management
California
$2.08M +$1.2K +4 +0.1%
KPWG
3518
KFA Private Wealth Group
Virginia
$2.08M +$203K +674 +11%
MLFP
3519
MPS Loria Financial Planners
Illinois
$2.08M +$1.8K +6 +0.1%
OPWM
3520
Oxinas Partners Wealth Management
Indiana
$2.08M -$468K -1,557 -19%
B
3521
Bridgeworth
Alabama
$2.08M -$289K -961 -12%
CWA
3522
Clarity Wealth Advisors
California
$2.07M +$42.7K +142 +2%
CGH
3523
CMG Global Holdings
Texas
$2.06M -$470K -1,563 -19%
CCM
3524
Crew Capital Management
Ohio
$2.06M -$27.1K -90 -1%
EIA
3525
Eldridge Investment Advisors
New Hampshire
$2.05M -$69.2K -230 -3%

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.