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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
AFA
3601
American Financial Advisors
Georgia
$1.83M +$15.3K +51 +0.9%
CFS
3602
Capital Financial Services
New York
$1.83M +$8.72K +29 +0.5%
RPA
3603
Rock Point Advisors
Vermont
$1.82M -$128K -424 -7%
RA
3604
Rodgers & Associates
Pennsylvania
$1.82M -$46.9K -156 -3%
PFA
3605
Professional Financial Advisors
Nebraska
$1.82M -$427K -1,419 -19%
CF
3606
Copperwynd Financial
Arizona
$1.81M -$105K -348 -6%
DIA
3607
Dean Investment Associates
Ohio
$1.81M -$44.5K -148 -2%
UFA
3608
US Financial Advisors
Massachusetts
$1.81M
SIC
3609
SJS Investment Consulting
Ohio
$1.81M +$175K +582 +11%
SKK
3610
Shepherd Kaplan Krochuk
Massachusetts
$1.81M -$656K -2,182 -27%
IAP
3611
Indie Asset Partners
Indiana
$1.81M +$20.8K +69 +1%
AF
3612
AtlasMark Financial
Texas
$1.8M
SCM
3613
Stevens Capital Management
Pennsylvania
$1.8M -$6.48M -21,548 -79%
NWA
3614
New World Advisors
Massachusetts
$1.8M -$158K -526 -8%
NL
3615
Navalign LLC
California
$1.8M -$38.2K -127 -2%
TFF
3616
The Family Firm
Maryland
$1.8M +$825K +2,741 +89%
G
3617
GenTrust
Florida
$1.79M
CCA
3618
Column Capital Advisors
Indiana
$1.79M +$110K +367 +7%
SCP
3619
Syntal Capital Partners
Texas
$1.79M -$1.37M -4,546 -44%
MGAM
3620
McGowan Group Asset Management
Texas
$1.78M -$10.5K -35 -0.6%
RRCM
3621
Rappaport Reiches Capital Management
Illinois
$1.77M +$966K +3,211 +126%
FCFC
3622
First Citizens Financial Corp
Iowa
$1.75M
KFA
3623
Krane Funds Advisors
New York
$1.75M -$647K -2,149 -27%
WFC
3624
Western Financial Corp
California
$1.75M +$108K +359 +7%
BBP
3625
Banco BTG Pactual
Brazil
$1.75M +$693K +2,303 +69%

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.