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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
TDC
3826
Thompson Davis & Co
Virginia
$1.25M +$6.62K +22 +0.5%
WCM
3827
Windsor Capital Management
Arizona
$1.25M +$10.5K +35 +0.9%
PPW
3828
Pasadena Private Wealth
California
$1.24M -$663K -2,203 -35%
BBA
3829
Braun-Bostich & Associates
Pennsylvania
$1.23M -$7.87M -26,143 -87%
CWM
3830
Concentrum Wealth Management
California
$1.23M +$30.1K +100 +3%
OMC
3831
Oasis Management Company
Cayman Islands
$1.23M +$1.2M +4,000 New
TCMP
3832
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.23M +$263K +875 +28%
GFP
3833
Guardian Financial Partners
California
$1.23M +$61.1K +203 +5%
RCI
3834
RS Crum Inc
California
$1.23M -$68.3K -227 -5%
SHWM
3835
Smith & Howard Wealth Management
Georgia
$1.23M -$49.6K -165 -4%
AM
3836
Ampfield Management
New York
$1.23M
ACH
3837
ArrowMark Colorado Holdings
Colorado
$1.22M -$252K -836 -17%
AWM
3838
Act Wealth Management
Texas
$1.22M -$38.8K -129 -3%
GU
3839
Georgetown University
District of Columbia
$1.22M +$2.11K +7 +0.2%
AWC
3840
Adamsbrown Wealth Consultants
Kansas
$1.22M +$224K +745 +23%
FP
3841
Foundry Partners
Minnesota
$1.22M -$50.8K -169 -4%
MWA
3842
Monograph Wealth Advisors
California
$1.22M +$24.1K +80 +2%
HIF
3843
Hill Island Financial
Michigan
$1.22M +$84.8K +282 +8%
FWP
3844
Falcon Wealth Planning
California
$1.22M -$96.6K -321 -8%
PFA
3845
Pettinga Financial Advisors
Indiana
$1.22M +$86.6K +288 +8%
KOC
3846
Koss-Olinger Consulting
Florida
$1.22M -$96K -319 -7%
IFO
3847
Independent Family Office
New York
$1.22M
HCA
3848
Heck Capital Advisors
Wisconsin
$1.21M -$9.93K -33 -0.8%
SFM
3849
Systematic Financial Management
New Jersey
$1.21M
GWM
3850
Greenhouse Wealth Management
Connecticut
$1.21M +$2.11K +7 +0.2%

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.