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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
NCG
3851
Newport Capital Group
New Jersey
$1.2M
CCA
3852
Conestoga Capital Advisors
Pennsylvania
$1.19M
IWP
3853
Innova Wealth Partners
Pennsylvania
$1.19M +$105K +350 +10%
SEA
3854
Stegent Equity Advisors
Texas
$1.19M -$233K -774 -17%
TW
3855
Towerpoint Wealth
California
$1.19M +$109K +363 +10%
SCM
3856
Stordahl Capital Management
Colorado
$1.19M +$271K +900 +30%
RWRC
3857
R.W. Roge & Company
New York
$1.19M
VBFP
3858
Valtinson Bruner Financial Planning
Minnesota
$1.19M +$11.1K +37 +0.9%
AWM
3859
Abound Wealth Management
Tennessee
$1.19M +$88.5K +294 +8%
SOAG
3860
Silver Oak Advisory Group
Oregon
$1.18M -$138K -458 -11%
MWC
3861
MBM Wealth Consultants
Missouri
$1.18M +$95.1K +316 +9%
PWA
3862
PCG Wealth Advisors
Kansas
$1.18M +$504K +1,676 +77%
IWA
3863
Inspirion Wealth Advisors
Illinois
$1.18M +$247K +820 +27%
ACA
3864
Ackerman Capital Advisors
Texas
$1.18M
BBW
3865
Blue Barn Wealth
Utah
$1.18M +$25.9K +86 +2%
RW
3866
RVW Wealth
California
$1.17M +$181K +602 +19%
WCM
3867
Wealthcare Capital Management
Virginia
$1.17M +$569K +1,892 +100%
B
3868
BetterWealth
California
$1.16M -$78.5K -261 -6%
WAM
3869
Winslow Asset Management
Ohio
$1.16M
WFA
3870
WMG Financial Advisors
Tennessee
$1.16M -$2.69M -8,951 -70%
FC
3871
Financial Council
Maryland
$1.16M
PP
3872
PrairieView Partners
Minnesota
$1.16M +$38.5K +128 +4%
BWM
3873
BCGM Wealth Management
Indiana
$1.16M -$368K -1,223 -23%
FWSM
3874
First Wilshire Securities Management
California
$1.16M
HA
3875
HYA Advisors
Missouri
$1.15M -$161K -534 -12%

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.