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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
FWA
3551
FOCUS Wealth Advisors
Texas
$1.98M -$31.3K -104 -2%
FCM
3552
Fourpath Capital Management
Oklahoma
$1.98M +$24.4K +81 +1%
BWM
3553
BCS Wealth Management
Tennessee
$1.98M -$139K -462 -7%
MF
3554
Meridian Financial
Massachusetts
$1.98M -$80.3K -267 -4%
Cohen & Steers
3555
Cohen & Steers
New York
$1.98M +$156K +519 +9%
HFS
3556
Heritage Financial Services
Massachusetts
$1.97M -$49.3K -164 -3%
KBFS
3557
Kohmann Bosshard Financial Services
Ohio
$1.97M +$573K +1,904 +42%
JBA
3558
Johnson Bixby & Associates
Washington
$1.96M +$27.7K +92 +1%
TCB
3559
Texas Capital Bancshares
Texas
$1.96M -$49K -163 -2%
TVAMP
3560
Tennessee Valley Asset Management Partners
Tennessee
$1.96M -$20.2K -67 -1%
GB
3561
Goepper Burkhardt
South Carolina
$1.95M +$187K +620 +11%
AAP
3562
Arax Advisory Partners
Colorado
$1.95M +$67.1K +223 +4%
DCM
3563
Deuterium Capital Management
Florida
$1.94M -$1.38M -4,587 -42%
DWA
3564
Delos Wealth Advisors
Texas
$1.94M -$31.6K -105 -2%
LFG
3565
Larson Financial Group
Missouri
$1.94M -$247K -820 -12%
SIAG
3566
Safeguard Investment Advisory Group
California
$1.94M +$256K +851 +16%
SEP
3567
Southland Equity Partners
Missouri
$1.93M -$153K -507 -7%
CA
3568
Crumly & Associates
Illinois
$1.93M +$94.2K +313 +5%
IFS
3569
Intelligent Financial Strategies
Minnesota
$1.93M -$461K -1,533 -20%
TI
3570
TTP Investments
California
$1.92M +$126K +418 +7%
OBWG
3571
Onyx Bridge Wealth Group
New York
$1.92M +$154K +512 +8%
EAM
3572
Empirical Asset Management
Massachusetts
$1.92M +$426K +1,416 +29%
IIM
3573
Ironwood Investment Management
Massachusetts
$1.92M -$79.4K -264 -4%
CAM
3574
Crestone Asset Management
Colorado
$1.92M +$121K +403 +7%
AAM
3575
Autus Asset Management
Arizona
$1.91M -$1.26M -4,201 -40%

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.