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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
LP
3576
Lloyd Park
Illinois
$1.53M +$202K +745 +14%
IIM
3577
Ironwood Investment Management
Massachusetts
$1.53M -$75.5K -278 -4%
AC
3578
AlphaCore Capital
California
$1.52M +$109K +402 +7%
CFS
3579
Capital Financial Services
New York
$1.52M
BC
3580
Breakline Capital
New York
$1.52M -$2.93M -10,784 -65%
PFA
3581
Professional Financial Advisors
Nebraska
$1.52M -$814 -3 -0.1%
AWA
3582
Aletheian Wealth Advisors
Washington
$1.51M +$196K +722 +14%
PCWA
3583
Pacific Capital Wealth Advisors
California
$1.51M +$131K +484 +9%
UFA
3584
US Financial Advisors
Massachusetts
$1.51M
RF
3585
RHS Financial
California
$1.51M -$29.9K -110 -2%
SKK
3586
Shepherd Kaplan Krochuk
Massachusetts
$1.51M -$543 -2 -0%
TWA
3587
TPB Wealth Advisors
Texas
$1.51M +$178K +655 +13%
SWM
3588
Selective Wealth Management
Virginia
$1.51M +$97.4K +359 +7%
CIA
3589
Capital Impact Advisors
Massachusetts
$1.5M -$378K -1,393 -19%
RPA
3590
Rock Point Advisors
Vermont
$1.5M -$17.6K -65 -1%
TFF
3591
The Family Firm
Maryland
$1.5M +$2.98K +11 +0.2%
LFASL
3592
Lugano Financial Advisors SA (LFA)
Switzerland
$1.5M +$124K +457 +8%
CCA
3593
Column Capital Advisors
Indiana
$1.5M +$814 +3 +0.1%
DIA
3594
Dean Investment Associates
Ohio
$1.49M -$22K -81 -1%
IAP
3595
Indie Asset Partners
Indiana
$1.49M -$17.9K -66 -1%
PBT
3596
Pictet Bank & Trust
Bahamas
$1.48M -$320K -1,179 -17%
FCFC
3597
First Citizens Financial Corp
Iowa
$1.48M +$24.4K +90 +2%
BHCM
3598
Brevan Howard Capital Management
Jersey
$1.48M +$1.56M +5,750 New
BCM
3599
Bluefin Capital Management
New York
$1.48M -$1M -3,696 -39%
Barrow, Hanley, Mewhinney & Strauss
3600
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.47M -$5.05M -18,604 -76%

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.