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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
DPI
3701
Diversified Portfolios Inc
Michigan
$1.56M -$122K -406 -7%
RF
3702
Resolute Financial
Massachusetts
$1.56M -$12K -40 -0.8%
EE
3703
EWG Elevate
California
$1.55M +$74.6K +248 +5%
WCP
3704
Wick Capital Partners
Pennsylvania
$1.55M -$120K -400 -7%
UWM
3705
USAdvisors Wealth Management
Minnesota
$1.54M -$58.7K -195 -4%
OIM
3706
Opus Investment Management
Massachusetts
$1.54M
LFM
3707
Lumina Fund Management
New York
$1.54M +$1.05M +3,500 +233%
SCP
3708
Silverleafe Capital Partners
Tennessee
$1.53M +$44.8K +149 +3%
VFP
3709
Verus Financial Partners
Virginia
$1.53M -$1.37M -4,550 -46%
ACP
3710
Arcus Capital Partners
Georgia
$1.53M -$528K -1,756 -26%
DCM
3711
Driehaus Capital Management
Illinois
$1.53M -$89.7K -298 -6%
NCMW
3712
Northern Capital Management (Washington)
Washington
$1.51M -$164K -544 -10%
CAG
3713
Curtis Advisory Group
California
$1.5M -$7.82K -26 -0.5%
UWPG
3714
Ullmann Wealth Partners Group
Florida
$1.5M +$27.4K +91 +2%
RPGK
3715
Retirement Planning Group (Kansas)
Kansas
$1.5M -$25.9K -86 -2%
FL
3716
Fort LP
Maryland
$1.49M -$162K -539 -10%
GA
3717
Greenspring Advisors
Maryland
$1.49M +$30.7K +102 +2%
ACM
3718
Armbruster Capital Management
New York
$1.49M -$191K -635 -12%
CAP
3719
Columbia Advisory Partners
Washington
$1.49M +$20.5K +68 +1%
WJA
3720
Willis Johnson & Associates
Texas
$1.49M +$69.8K +232 +5%
JGCM
3721
Joseph Group Capital Management
Ohio
$1.49M +$75.5K +251 +5%
UCB
3722
United Community Bank
South Carolina
$1.48M
RWM
3723
Reston Wealth Management
Virginia
$1.48M +$13.2K +44 +0.9%
TWM
3724
TriaGen Wealth Management
California
$1.48M -$43.3K -144 -3%
BFG
3725
Barber Financial Group
Kansas
$1.48M -$23.5K -78 -2%

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.