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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
SFS
3801
Security Financial Services
Indiana
$1.31M +$29.5K +98 +2%
OHU
3802
Odey Holdings (UK)
United Kingdom
$1.31M
SC
3803
Sonen Capital
California
$1.3M -$1.03M -3,417 -45%
CFAM
3804
Coury Firm Asset Management
Pennsylvania
$1.3M -$45.4K -151 -3%
BWM
3805
Brickley Wealth Management
California
$1.3M +$325K +1,081 +34%
RFN
3806
Redwood Financial Network
Ohio
$1.3M +$1.27M +4,221 New
BHWM
3807
Beaird Harris Wealth Management
Texas
$1.29M -$570K -1,893 -31%
RTL
3808
Red Tortoise LLC
Georgia
$1.29M
IAA
3809
Ironsides Asset Advisors
North Carolina
$1.29M -$72.8K -242 -5%
FA
3810
Fountainhead AM
New Jersey
$1.28M -$113K -377 -8%
BA
3811
Bridge Advisory
California
$1.27M -$137K -455 -10%
MAWCM
3812
Mine & Arao Wealth Creation & Management
California
$1.27M -$36.7K -122 -3%
SPI
3813
Santori & Peters Inc
Pennsylvania
$1.27M +$74.9K +249 +6%
SPAS
3814
Spectrum Planning & Advisory Services
California
$1.27M +$67.7K +225 +6%
P
3815
Palladiem
Pennsylvania
$1.27M +$301 +1 +0%
CWA
3816
CJM Wealth Advisers
Virginia
$1.26M
CIG
3817
Cairn Investment Group
Washington
$1.26M +$57.8K +192 +5%
FA
3818
Fiducient Advisors
Illinois
$1.26M +$310K +1,031 +34%
PWS
3819
Precision Wealth Strategies
Missouri
$1.26M +$425K +1,412 +53%
SAM
3820
Soditic Asset Management
United Kingdom
$1.25M -$12.3M -41,025 -91%
AIM
3821
Axiom Investment Management
New York
$1.25M -$4.08M -13,568 -77%
RFG
3822
Range Financial Group
Oregon
$1.25M +$40K +133 +3%
CCA
3823
Cottonwood Capital Advisors
Utah
$1.25M -$77.3K -257 -6%
NVIM
3824
New Vernon Investment Management
Illinois
$1.25M
DM
3825
Diker Management
New York
$1.25M -$1.84M -6,102 -60%

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.