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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
AFA
3826
American Financial Advisors
Georgia
$1M -$558K -2,055 -35%
BAG
3827
Briggs Advisory Group
Rhode Island
$1M +$325K +1,198 +44%
WCM
3828
Windsor Capital Management
Arizona
$999K -$39.9K -147 -4%
SAM
3829
Silphium Asset Management
United Kingdom
$997K -$2.17M -8,000 -67%
PWA
3830
PCG Wealth Advisors
Kansas
$996K +$9.77K +36 +0.9%
CCA
3831
Conestoga Capital Advisors
Pennsylvania
$994K
RFG
3832
Range Financial Group
Oregon
$992K -$50.2K -185 -5%
FSG
3833
Financial Strategies Group
Michigan
$992K +$282K +1,039 +37%
BAM
3834
Bosun Asset Management
Illinois
$991K +$190K +700 +22%
RWRC
3835
R.W. Roge & Company
New York
$988K
SPWG
3836
Sage Private Wealth Group
Illinois
$988K +$122K +450 +13%
NCG
3837
Newport Capital Group
New Jersey
$987K -$16.6K -61 -2%
ACA
3838
Ackerman Capital Advisors
Texas
$982K -$271 -1 -0%
SRG
3839
SBB Research Group
Illinois
$978K +$29K +107 +3%
AWM
3840
Abound Wealth Management
Tennessee
$977K -$11.1K -41 -1%
KOC
3841
Koss-Olinger Consulting
Florida
$975K -$39.4K -145 -4%
FC
3842
Financial Council
Maryland
$974K +$8.96K +33 +0.9%
PMG
3843
Private Management Group
California
$972K +$15.7K +58 +2%
B
3844
BetterWealth
California
$971K +$1.36K +5 +0.1%
AWM
3845
Aprio Wealth Management
Georgia
$968K +$257K +948 +34%
SOAG
3846
Silver Oak Advisory Group
Oregon
$964K -$23.6K -87 -2%
PP
3847
PrairieView Partners
Minnesota
$964K
DP
3848
Denver PWM
Colorado
$962K -$198K -728 -16%
PWC
3849
PYA Waltman Capital
Tennessee
$957K
FCG
3850
Financial Connections Group
California
$954K +$33.7K +124 +3%

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.