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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
IA
3676
IFG Advisors
Missouri
$1.29M -$28.5K -105 -2%
RF
3677
Resolute Financial
Massachusetts
$1.29M -$8.41K -31 -0.6%
KCM
3678
KRS Capital Management
Michigan
$1.29M +$68.4K +252 +5%
LAM
3679
LifePro Asset Management
California
$1.29M -$82K -302 -6%
DA
3680
Doliver Advisors
Texas
$1.29M +$1.15M +4,226 +532%
HLC
3681
Hunt Lane Capital
New York
$1.28M -$5.43M -20,000 -80%
LFM
3682
Lumina Fund Management
New York
$1.28M
OIM
3683
Opus Investment Management
Massachusetts
$1.28M
HR
3684
Hardy Reed
Mississippi
$1.28M -$51.6K -190 -4%
BFM
3685
Boothbay Fund Management
New York
$1.28M -$3.9M -14,364 -74%
PFG
3686
PAX Financial Group
Texas
$1.28M -$597K -2,200 -31%
OCPWS
3687
One Charles Private Wealth Services
Massachusetts
$1.28M +$105K +388 +8%
ACP
3688
Arcus Capital Partners
Georgia
$1.28M -$1.63K -6 -0.1%
CHJWM
3689
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M +$71.4K +263 +6%
DSCM
3690
Del-Sette Capital Management
New York
$1.27M -$1.04M -3,815 -44%
WWM
3691
WJ Wealth Management
Arizona
$1.27M +$515K +1,896 +62%
MPCG
3692
Matrix Private Capital Group
New York
$1.26M +$54.3K +200 +4%
WJA
3693
Willis Johnson & Associates
Texas
$1.26M +$25K +92 +2%
ACM
3694
Armbruster Capital Management
New York
$1.26M +$19.8K +73 +2%
NCMW
3695
Northern Capital Management (Washington)
Washington
$1.26M +$814 +3 +0.1%
EWP
3696
Engrave Wealth Partners
Texas
$1.26M -$139K -511 -9%
DCM
3697
Driehaus Capital Management
Illinois
$1.26M -$17.6K -65 -1%
PWS
3698
Paragon Wealth Strategies
Florida
$1.25M -$199K -734 -13%
CAG
3699
Curtis Advisory Group
California
$1.25M -$1.9K -7 -0.1%
SJIA
3700
St. James Investment Advisors
New York
$1.24M -$2.02M -7,431 -61%

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.