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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
GSIS
3626
Global Strategic Investment Solutions
Arizona
$1.41M -$1.1M -4,058 -42%
SIM
3627
Sadoff Investment Management
Wisconsin
$1.41M -$149K -549 -9%
SAMT
3628
Select Asset Management & Trust
Pennsylvania
$1.41M
MGAM
3629
McGowan Group Asset Management
Texas
$1.39M -$92K -339 -6%
EAM
3630
Empirical Asset Management
Massachusetts
$1.39M -$221K -813 -13%
WWG
3631
West Wealth Group
California
$1.39M +$614K +2,261 +72%
GCIA
3632
Gabelli & Co Investment Advisers
New York
$1.39M
OA
3633
Operose Advisors
Wisconsin
$1.39M
BHWA
3634
Beacon Harbor Wealth Advisors
Virginia
$1.39M
CFN
3635
Cordasco Financial Network
Florida
$1.38M +$20.4K +75 +1%
EFEM
3636
Eos Focused Equity Management
New York
$1.38M
NPPM
3637
North Point Portfolio Managers
Ohio
$1.38M +$168K +618 +13%
BI
3638
Berkeley Inc
Idaho
$1.37M -$1.9K -7 -0.1%
PG
3639
Prostatis Group
Maryland
$1.37M -$1.36M -5,010 -48%
NWM
3640
Northwest Wealth Management
Iowa
$1.37M +$213K +783 +17%
VFP
3641
Verus Financial Partners
Virginia
$1.36M -$80.1K -295 -5%
CWM
3642
CarsonAllaria Wealth Management
Illinois
$1.36M +$1.9K +7 +0.1%
TC
3643
TAP Consulting
Missouri
$1.36M -$201K -742 -12%
APW
3644
Aurora Private Wealth
New Jersey
$1.36M -$61.3K -226 -4%
TIM
3645
Tevis Investment Management
Texas
$1.36M +$191K +704 +15%
UWPG
3646
Ullmann Wealth Partners Group
Florida
$1.36M +$113K +416 +9%
JGCM
3647
Joseph Group Capital Management
Ohio
$1.35M +$122K +449 +9%
SDAM
3648
Shulman DeMeo Asset Management
New York
$1.35M +$7.87K +29 +0.6%
BHWM
3649
Beaird Harris Wealth Management
Texas
$1.35M +$288K +1,062 +25%
FFA
3650
Fi3 Financial Advisors
Indiana
$1.35M +$256K +944 +22%

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.