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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
PFA
3801
Pettinga Financial Advisors
Indiana
$1.03M +$18.7K +69 +2%
FWP
3802
Falcon Wealth Planning
California
$1.03M +$18.7K +69 +2%
PPW
3803
Pasadena Private Wealth
California
$1.03M -$1.9K -7 -0.2%
PFM
3804
Peak Financial Management
Massachusetts
$1.03M -$191K -704 -15%
GWM
3805
Greenhouse Wealth Management
Connecticut
$1.03M +$24.7K +91 +2%
MIC
3806
Maxi Investments CY
Cyprus
$1.03M -$3.41M -12,550 -76%
VA
3807
Verdad Advisers
Massachusetts
$1.03M -$2.17M -8,000 -67%
CWM
3808
Concentrum Wealth Management
California
$1.03M
FWSM
3809
First Wilshire Securities Management
California
$1.03M +$67.9K +250 +7%
AIA
3810
Acute Investment Advisory
Arizona
$1.03M +$1.09M +4,000 New
HS
3811
HighVista Strategies
Massachusetts
$1.02M +$1.08M +3,988 New
CFAM
3812
Center For Asset Management
Florida
$1.02M -$373K -1,376 -26%
VC
3813
Veery Capital
Delaware
$1.02M -$80.9K -298 -7%
CCA
3814
Cottonwood Capital Advisors
Utah
$1.02M -$17.9K -66 -2%
RCI
3815
RS Crum Inc
California
$1.02M +$271 +1 +0%
ACH
3816
ArrowMark Colorado Holdings
Colorado
$1.02M
AWM
3817
Act Wealth Management
Texas
$1.02M +$543 +2 +0.1%
IWP
3818
Innova Wealth Partners
Pennsylvania
$1.02M +$27.1K +100 +3%
GU
3819
Georgetown University
District of Columbia
$1.02M +$2.44K +9 +0.2%
XSC
3820
X-Square Capital
Puerto Rico
$1.01M -$155K -571 -13%
MAG
3821
Mayfair Advisory Group
Alabama
$1.01M +$59.2K +218 +6%
RI
3822
Ridgewood Investments
New Jersey
$1.01M +$465K +1,712 +77%
SFM
3823
Systematic Financial Management
New Jersey
$1.01M
WAM
3824
Winslow Asset Management
Ohio
$1.01M +$39.1K +144 +4%
MFT
3825
Moisand Fitzgerald Tamayo
Florida
$1M +$825K +3,039 +353%

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.