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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
AWA
3526
ARQ Wealth Advisors
Arizona
$2.05M +$4.51K +15 +0.2%
CA
3527
Claris Advisors
Missouri
$2.05M +$16.5K +55 +0.8%
Walleye Capital
3528
Walleye Capital
New York
$2.05M +$256K +851 +15%
PA
3529
Parkside Advisors
California
$2.05M
WCBA
3530
Weaver C. Barksdale & Associates
Tennessee
$2.05M +$26.5K +88 +1%
AP
3531
Atwood & Palmer
Missouri
$2.04M -$140K -467 -7%
SFP
3532
Sweet Financial Partners
Minnesota
$2.04M +$740K +2,460 +59%
AL
3533
ADE LLC
Maryland
$2.04M -$72.2K -240 -4%
WW
3534
Westshore Wealth
California
$2.03M +$160K +531 +9%
WFA
3535
WestHill Financial Advisors
California
$2.02M -$75.8K -252 -4%
AF
3536
Apexium Financial
Texas
$2.02M
FTA
3537
Financial & Tax Architects
Missouri
$2.01M -$69.5K -231 -3%
SIS
3538
Sound Income Strategies
Florida
$2.01M -$20.8K -69 -1%
PIM
3539
Profit Investment Management
Maryland
$2.01M +$68.6K +228 +4%
DA
3540
Detalus Advisors
Missouri
$2M -$87.2K -290 -4%
CA
3541
Cortland Associates
Missouri
$2M -$17.1K -57 -0.9%
BEW
3542
Burton Enright Welch
California
$2M -$48.1K -160 -2%
EFL
3543
ERn Financial LLC
Wisconsin
$2M +$142K +473 +8%
HFAS
3544
Hummer Financial Advisory Services
Illinois
$2M +$39.1K +130 +2%
NA
3545
Navellier & Associates
Nevada
$1.99M -$61.4K -204 -3%
CG
3546
Cutler Group
California
$1.99M -$10.5M -34,932 -84%
CAM
3547
Campion Asset Management
Virginia
$1.99M
NF
3548
Norwood Financial
Pennsylvania
$1.98M +$9.33K +31 +0.5%
RCC
3549
Red Cedar Capital
Nebraska
$1.98M +$30.4K +101 +2%
VNB
3550
Virginia National Bank
Virginia
$1.98M +$1.93M +6,430 New

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.