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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
CFG
3501
CMC Financial Group
Georgia
$1.71M +$814 +3 +0%
LFG
3502
Larson Financial Group
Missouri
$1.71M +$101K +372 +6%
TA
3503
TrueWealth Advisors
Alabama
$1.71M +$302K +1,113 +20%
AWP
3504
Abacus Wealth Partners
California
$1.71M -$283K -1,041 -14%
TWM
3505
Triton Wealth Management
Arizona
$1.71M +$48.3K +178 +3%
OWM
3506
OneAscent Wealth Management
Alabama
$1.71M -$349K -1,287 -16%
RBC
3507
Roble Belko & Company
Pennsylvania
$1.7M -$71.4K -263 -4%
GG
3508
Golden Green
South Carolina
$1.7M -$49.9K -184 -3%
AL
3509
ADE LLC
Maryland
$1.7M
AFG
3510
Alterity Financial Group
Maine
$1.69M +$1.79M +6,581 New
CWM
3511
Cedar Wealth Management
California
$1.68M -$61.6K -227 -3%
AWA
3512
ARQ Wealth Advisors
Arizona
$1.68M -$30.4K -112 -2%
DDPIC
3513
Deroy & Devereaux Private Investment Counsel
Michigan
$1.68M -$1.03M -3,801 -37%
RIS
3514
Retirement Income Solutions
Michigan
$1.68M -$226K -833 -11%
WFA
3515
WestHill Financial Advisors
California
$1.68M
PIM
3516
Profit Investment Management
Maryland
$1.68M
FWA
3517
FOCUS Wealth Advisors
Texas
$1.68M +$28K +103 +2%
MF
3518
Meridian Financial
Massachusetts
$1.67M +$28.2K +104 +2%
CI
3519
Cavalier Investments
Georgia
$1.67M -$171K -630 -9%
B
3520
Bridgeworth
Alabama
$1.67M -$64.1K -236 -4%
NF
3521
Norwood Financial
Pennsylvania
$1.67M +$15.7K +58 +0.9%
CDIA
3522
Capital Directions Investment Advisors
Georgia
$1.67M -$135K -496 -7%
CA
3523
Cortland Associates
Missouri
$1.67M -$271 -1 -0%
HFAS
3524
Hummer Financial Advisory Services
Illinois
$1.66M
SWP
3525
Summit Wealth Partners
Florida
$1.66M +$104K +384 +6%

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.