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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
DWA
3776
Dougherty Wealth Advisers
Minnesota
$1.36M
LSC
3777
Lyon Street Capital
California
$1.36M -$221K -733 -14%
WMS
3778
Wealth Management Solutions
Pennsylvania
$1.35M -$35.8K -119 -3%
BI
3779
Bramshill Investments
Florida
$1.35M -$845K -2,810 -39%
FFA
3780
Fi3 Financial Advisors
Indiana
$1.35M -$31K -103 -2%
VPI
3781
Value Partners Investments
Manitoba, Canada
$1.35M +$199K +661 +18%
SMC
3782
S. Muoio & Co
New York
$1.35M -$411K -1,366 -24%
AWMG
3783
Alliance Wealth Management Group
New Jersey
$1.35M +$301 +1 +0%
GCM
3784
Gladius Capital Management
Illinois
$1.35M +$938K +3,119 +250%
HFP
3785
Holistic Financial Partners
Indiana
$1.34M +$12.3K +41 +1%
BG
3786
Benedetti & Gucer
Georgia
$1.34M +$113K +375 +9%
PWM
3787
Peterson Wealth Management
Nevada
$1.33M -$1.07M -3,560 -45%
CHJWM
3788
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.33M +$30.1K +100 +2%
AFS
3789
Axiom Financial Strategies
Indiana
$1.33M +$9.93K +33 +0.7%
LSA
3790
Lansing Street Advisors
Pennsylvania
$1.33M +$1.35M +4,482 New
CPP
3791
Capasso Planning Partners
South Carolina
$1.33M -$5.72K -19 -0.4%
TC
3792
Tacita Capital
Ontario, Canada
$1.32M
TF
3793
TLWM Financial
Texas
$1.32M +$45.7K +152 +4%
SWM
3794
SFG Wealth Management
Maryland
$1.32M -$83.9K -279 -6%
VC
3795
Veery Capital
Delaware
$1.32M +$83K +276 +7%
CAM
3796
Concorde Asset Management
Michigan
$1.32M +$635K +2,110 +97%
LFS
3797
Legacy Financial Strategies
Kansas
$1.32M +$231K +768 +22%
RDFA
3798
Ritter Daniher Financial Advisory
Ohio
$1.31M +$49K +163 +4%
FPWM
3799
FSB Premier Wealth Management
Iowa
$1.31M -$182K -606 -12%
CS
3800
Capital Square
Tennessee
$1.31M +$57.2K +190 +5%

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.