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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
GCIA
3651
Gabelli & Co Investment Advisers
New York
$1.67M
EWP
3652
Engrave Wealth Partners
Texas
$1.67M +$4.21K +14 +0.3%
OA
3653
Operose Advisors
Wisconsin
$1.67M +$122K +405 +8%
BHWA
3654
Beacon Harbor Wealth Advisors
Virginia
$1.67M -$3.93M -13,057 -71%
PCWA
3655
Pacific Capital Wealth Advisors
California
$1.67M +$83.6K +278 +5%
SL
3656
Salomon & Ludwin
Virginia
$1.66M +$220K +731 +16%
KM
3657
Kalos Management
Georgia
$1.66M -$1.18M -3,934 -42%
FA
3658
Fermata Advisors
California
$1.66M -$228K -758 -12%
LFASL
3659
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66M -$398K -1,323 -20%
NEWAS
3660
N.E.W. Advisory Services
Wisconsin
$1.66M -$85.1K -283 -4%
EFEM
3661
Eos Focused Equity Management
New York
$1.65M -$1.01M -3,349 -38%
CFAM
3662
Center For Asset Management
Florida
$1.65M -$328K -1,090 -17%
AC
3663
Apogem Capital
New York
$1.65M +$266K +884 +20%
BI
3664
Berkeley Inc
Idaho
$1.65M +$301 +1 +0%
LAM
3665
LifePro Asset Management
California
$1.64M -$168K -559 -10%
S
3666
Schroders
United Kingdom
$1.64M +$1.6M +5,312 New
ODG
3667
O'Dell Group
Ohio
$1.63M -$3.61K -12 -0.2%
CFN
3668
Cordasco Financial Network
Florida
$1.63M -$100K -334 -6%
CWM
3669
CarsonAllaria Wealth Management
Illinois
$1.63M +$17.1K +57 +1%
SC
3670
Stephens Consulting
Michigan
$1.62M -$503K -1,671 -24%
BCMLT
3671
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.61M +$1.57M +5,228 New
DFS
3672
Dixon Fnancial Services
California
$1.61M +$13.8K +46 +0.9%
VIM
3673
Vista Investment Management
Pennsylvania
$1.61M +$28.6K +95 +2%
CIAS
3674
CBIZ Investment Advisory Services
Ohio
$1.61M +$528K +1,754 +51%
TWM
3675
Tolleson Wealth Management
Texas
$1.61M

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.