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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
CFAM
3776
Coury Firm Asset Management
Pennsylvania
$1.08M
OLVIG
3777
Oliver Lagore Vanvalin Investment Group
Michigan
$1.08M +$140K +515 +14%
VAFP
3778
Vahanian & Associates Financial Planning
New York
$1.08M -$324K -1,194 -22%
PGWM
3779
Pitti Group Wealth Management
New York
$1.08M -$65.7K -242 -5%
SFS
3780
Security Financial Services
Indiana
$1.08M -$14.7K -54 -1%
FA
3781
Fountainhead AM
New Jersey
$1.08M +$11.1K +41 +1%
LGA
3782
Lebenthal Global Advisors
New York
$1.08M +$360K +1,327 +46%
MM
3783
MQS Management
New York
$1.08M +$336K +1,237 +42%
RTL
3784
Red Tortoise LLC
Georgia
$1.07M
IWA
3785
Inspirion Wealth Advisors
Illinois
$1.07M +$93.4K +344 +9%
MAWCM
3786
Mine & Arao Wealth Creation & Management
California
$1.07M +$14.4K +53 +1%
DSA
3787
Droms Strauss Advisors
Missouri
$1.06M -$120K -442 -10%
BA
3788
Bridge Advisory
California
$1.06M +$14.4K +53 +1%
TAIM
3789
TD Ameritrade Investment Management
Nebraska
$1.06M -$378K -1,394 -25%
SPI
3790
Santori & Peters Inc
Pennsylvania
$1.06M +$271 +1 +0%
SPAS
3791
Spectrum Planning & Advisory Services
California
$1.06M +$271 +1 +0%
ST
3792
Sageworth Trust
Pennsylvania
$1.05M +$420K +1,546 +60%
CWA
3793
CJM Wealth Advisers
Virginia
$1.05M +$1.09K +4 +0.1%
OPWM
3794
Oakwell Private Wealth Management
Texas
$1.05M +$108K +398 +11%
SMC
3795
S. Muoio & Co
New York
$1.05M -$81.4K -300 -7%
LSA
3796
Lion Street Advisors
Texas
$1.05M +$126K +465 +17%
SAM
3797
Soditic Asset Management
United Kingdom
$1.04M
AWC
3798
Adamsbrown Wealth Consultants
Kansas
$1.04M +$28K +103 +3%
NVIM
3799
New Vernon Investment Management
Illinois
$1.04M
DM
3800
Diker Management
New York
$1.04M

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.