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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
RWM
3701
Reston Wealth Management
Virginia
$1.24M +$12.8K +47 +1%
KCIA
3702
Kingsbury Capital Investment Advisors
Illinois
$1.24M +$61.9K +228 +5%
APWM
3703
Atlas Private Wealth Management
New York
$1.24M +$41K +151 +3%
WEPOG
3704
Wealth Enhancement & Preservation of GA
Georgia
$1.23M -$129K -475 -9%
ACM
3705
Ascendant Capital Management
California
$1.23M +$1.3M +4,800 New
BAMG
3706
Brand Asset Management Group
Missouri
$1.23M +$47.2K +174 +4%
SG
3707
Swarthmore Group
Pennsylvania
$1.23M -$11.6M -42,768 -90%
AFS
3708
Axiom Financial Strategies
Indiana
$1.23M -$3.26K -12 -0.3%
GA
3709
Greenspring Advisors
Maryland
$1.22M -$25.8K -95 -2%
RG
3710
Retirement Group
California
$1.22M +$43.2K +159 +3%
CWA
3711
Clarus Wealth Advisors
Arizona
$1.22M +$177K +654 +17%
FC
3712
FCA Corp
Texas
$1.22M +$54.8K +202 +4%
PA
3713
Planning Alternatives
Michigan
$1.22M -$4.07K -15 -0.3%
CIAS
3714
CFS Investment Advisory Services
New Jersey
$1.22M -$332M -1,222,041 -100%
KAM
3715
Karani Asset Management
New York
$1.22M +$341K +1,256 +36%
BAM
3716
Bayshore Asset Management
Florida
$1.21M
FWM
3717
Fingerlakes Wealth Management
New York
$1.21M +$3.53K +13 +0.3%
BWM
3718
Brickley Wealth Management
California
$1.21M +$129K +476 +11%
AAM
3719
Alken Asset Management
United Kingdom
$1.21M
PSF
3720
Pacific Sun Financial
California
$1.2M +$21.7K +80 +2%
BU
3721
Brown University
Rhode Island
$1.2M
FAFN
3722
First Affirmative Financial Network
Colorado
$1.2M -$114K -421 -8%
CSIA
3723
Conrad Siegel Investment Advisors
Pennsylvania
$1.19M -$2.71K -10 -0.2%
HSG
3724
Helen Stephens Group
Texas
$1.19M +$2.71K +10 +0.2%
MWP
3725
Meridian Wealth Partners
Pennsylvania
$1.19M +$10.9K +40 +0.9%

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.