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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
Rafferty Asset Management
351
Rafferty Asset Management
New York
$229M -$102M -376,369 -30%
CCP
352
Cryder Capital Partners
United Kingdom
$226M +$17.1M +62,930 +8%
IAIM
353
Industrial Alliance Investment Management
Quebec, Canada
$226M +$6.48M +23,869 +3%
MML Investors Services
354
MML Investors Services
Massachusetts
$225M +$20.3M +74,873 +9%
Cerity Partners
355
Cerity Partners
New York
$224M +$83.4M +307,311 +54%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$223M +$13.6M +50,241 +6%
CA
357
Commerzbank Aktiengesellschaft
Germany
$222M -$1.4M -5,158 -0.6%
BMO
358
Beck Mack & Oliver
New York
$221M -$1.24M -4,573 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
359
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$220M -$66.2M -243,841 -22%
MAMU
360
Marathon Asset Management (UK)
United Kingdom
$220M -$14.1M -51,888 -6%
DC
361
Davenport & Co
Virginia
$220M -$2.04M -7,517 -0.9%
HAM
362
Hyperion Asset Management
Australia
$216M +$39M +143,714 +21%
IMPI
363
Ilmarinen Mutual Pension Insurance
Finland
$216M -$2.71M -10,000 -1%
MCM
364
MAI Capital Management
Ohio
$215M +$19.7M +72,630 +10%
MIS
365
Morningstar Investment Services
Illinois
$213M -$435K -1,604 -0.2%
FWCM
366
Ferguson Wellman Capital Management
Oregon
$213M +$460K +1,695 +0.2%
LNWTC
367
Laird Norton Wetherby Trust Company
Washington
$213M -$73.3M -270,167 -25%
SI
368
Scharf Investments
California
$212M -$11.3M -41,740 -5%
CI
369
Clal Insurance
Israel
$212M -$5.16M -19,000 -2%
QP
370
Quilter Plc
United Kingdom
$211M +$1.71M +6,304 +0.8%
HIIFS
371
Harel Insurance Investments & Financial Services
Israel
$209M +$50.7M +186,880 +30%
PCA
372
Personal Capital Advisors
California
$209M +$2.4M +8,829 +1%
HHAA
373
Henry H. Armstrong Associates
Pennsylvania
$209M +$468K +1,725 +0.2%
CW
374
Connectus Wealth
Ohio
$208M +$112M +412,948 +105%
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
$207M +$149M +547,200 +210%

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.