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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
SDAM
3676
Shulman DeMeo Asset Management
New York
$1.61M +$74.3K +247 +5%
LP
3677
Lloyd Park
Illinois
$1.61M +$76.1K +253 +5%
FFA
3678
Freedman Financial Associates
Massachusetts
$1.6M +$22K +73 +1%
MIAS
3679
Mason Investment Advisory Services
Virginia
$1.6M -$1.95M -6,492 -56%
TWA
3680
TPB Wealth Advisors
Texas
$1.6M +$301 +1 +0%
HR
3681
Hardy Reed
Mississippi
$1.6M -$31.3K -104 -2%
PI
3682
Parkside Investments
Illinois
$1.6M +$805K +2,675 +107%
C
3683
Covestor
United Kingdom
$1.59M +$685K +2,277 +79%
OFS
3684
OneAscent Financial Services
Alabama
$1.59M +$371K +1,233 +31%
AWA
3685
Aletheian Wealth Advisors
Washington
$1.59M +$293K +974 +23%
VIM
3686
VELA Investment Management
Ohio
$1.59M +$102K +340 +7%
PP
3687
Paloma Partners
Connecticut
$1.59M -$6.04M -20,092 -80%
IA
3688
IFG Advisors
Missouri
$1.58M +$43K +143 +3%
FAM
3689
Fulcrum Asset Management
United Kingdom
$1.58M
SC
3690
Seldon Capital
California
$1.58M
BWM
3691
BigSur Wealth Management
Florida
$1.58M +$34K +113 +2%
FWI
3692
Facet Wealth Inc
Maryland
$1.58M +$95.4K +317 +7%
WEPOG
3693
Wealth Enhancement & Preservation of GA
Georgia
$1.57M +$33.7K +112 +2%
BFA
3694
BMS Financial Advisors
South Dakota
$1.57M +$399K +1,326 +35%
WA
3695
Wealthstream Advisors
New York
$1.57M +$109K +362 +8%
FAFN
3696
First Affirmative Financial Network
Colorado
$1.57M -$42.4K -141 -3%
CIA
3697
Compass Ion Advisors
Pennsylvania
$1.56M -$206K -686 -12%
APA
3698
Astoria Portfolio Advisors
New York
$1.56M -$170K -564 -10%
AWM
3699
Accel Wealth Management
Iowa
$1.56M -$107K -354 -7%
ACM
3700
Advance Capital Management
Michigan
$1.56M +$74.6K +248 +5%

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.