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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
OWM
3626
Orgel Wealth Management
Wisconsin
$1.73M -$298K -992 -15%
PWS
3627
Paragon Wealth Strategies
Florida
$1.73M +$6.92K +23 +0.4%
HS
3628
Horan Securities
United States
$1.73M +$99.9K +332 +6%
CWM
3629
Cherrydale Wealth Management
New Jersey
$1.73M +$433K +1,439 +35%
PWM
3630
PRW Wealth Management
Massachusetts
$1.72M +$156K +519 +10%
WOSD
3631
WFA of San Diego
California
$1.72M -$573K -1,906 -25%
KWM
3632
Kaydan Wealth Management
Michigan
$1.72M +$19.3K +64 +1%
WLIM
3633
White Lighthouse Investment Management
Massachusetts
$1.72M -$3.61K -12 -0.2%
ONSWM
3634
Old North State Wealth Management
North Carolina
$1.71M -$68.6K -228 -4%
MAC
3635
Mason & Associates (California)
California
$1.71M +$381K +1,266 +30%
TPWM
3636
Twelve Points Wealth Management
Massachusetts
$1.71M -$70.1K -233 -4%
AC
3637
AlphaCore Capital
California
$1.71M +$1.04M +3,459 +166%
TWA
3638
Tillar-Wenstrup Advisors
Ohio
$1.71M -$48.1K -160 -3%
JI
3639
Jeereddi Investments
California
$1.7M +$301K +1,000 +22%
BBPWM
3640
Blue Bell Private Wealth Management
Pennsylvania
$1.7M +$36.1K +120 +2%
APW
3641
Aurora Private Wealth
New Jersey
$1.7M +$129K +428 +8%
TAIM
3642
TD Ameritrade Investment Management
Nebraska
$1.7M +$150K +499 +10%
SWM
3643
Selective Wealth Management
Virginia
$1.7M -$345K -1,146 -17%
SAMT
3644
Select Asset Management & Trust
Pennsylvania
$1.69M -$60.2K -200 -4%
CPM
3645
Connective Portfolio Management
New York
$1.69M -$2.11M -7,000 -56%
BCM
3646
Barden Capital Management
Texas
$1.68M -$415K -1,378 -20%
LWM
3647
Lionsbridge Wealth Management
Florida
$1.68M -$71.9K -239 -4%
ARI
3648
Applied Research Investments
Delaware
$1.68M -$5.62M -18,665 -77%
4WM
3649
4J Wealth Management
Virginia
$1.68M +$1.5K +5 +0.1%
VAFP
3650
Vahanian & Associates Financial Planning
New York
$1.67M -$2.09M -6,940 -56%

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.