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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
KCIA
3751
Kingsbury Capital Investment Advisors
Illinois
$1.42M +$1.38M +4,603 New
RG
3752
Retirement Group
California
$1.42M -$1.2K -4 -0.1%
KCA
3753
Karn Couzens & Associates
Connecticut
$1.42M
MWP
3754
Meridian Wealth Partners
Pennsylvania
$1.42M +$137K +456 +11%
TIM
3755
Tevis Investment Management
Texas
$1.41M +$37.9K +126 +3%
FC
3756
FCA Corp
Texas
$1.4M
NWM
3757
Northwest Wealth Management
Iowa
$1.4M +$11.1K +37 +0.8%
RWMH
3758
Riverpoint Wealth Management Holdings
Illinois
$1.39M +$2.41K +8 +0.2%
XSC
3759
X-Square Capital
Puerto Rico
$1.39M -$63.5K -211 -4%
VPW
3760
Vericrest Private Wealth
Pennsylvania
$1.39M +$602 +2 +0%
QC
3761
Quantedge Capital
Singapore
$1.39M
TCA
3762
Taconic Capital Advisors
New York
$1.39M +$451K +1,500 +50%
SC
3763
Shay Capital
New York
$1.39M +$872K +2,900 +181%
AAMC
3764
Asset Allocation & Management Company
Illinois
$1.39M +$903K +3,000 +200%
CFG
3765
Carter Financial Group
Illinois
$1.39M +$1.35M +4,498 New
CCG
3766
Coastwise Capital Group
California
$1.39M +$1.35M +4,498 New
QT
3767
Quantbot Technologies
New York
$1.38M -$5.27M -17,504 -80%
FWM
3768
FSA Wealth Management
Massachusetts
$1.38M
FW
3769
FirstPurpose Wealth
Utah
$1.38M +$145K +483 +12%
DP
3770
Denver PWM
Colorado
$1.38M +$365K +1,214 +37%
DCM
3771
Davidson Capital Management
Texas
$1.38M -$44.5K -148 -3%
MAM
3772
Marotta Asset Management
Virginia
$1.37M +$257K +854 +18%
PGWM
3773
Pitti Group Wealth Management
New York
$1.37M +$71.9K +239 +6%
AFA
3774
Arlington Financial Advisors
California
$1.37M -$242K -803 -15%
GCIG
3775
Grand Central Investment Group
Florida
$1.36M -$1.14M -3,782 -46%

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.