We are live on ! Find out more
MSFT icon

Microsoft

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
MAM
3851
Marotta Asset Management
Virginia
$953K +$3.8K +14 +0.2%
PWS
3852
Peterson Wealth Services
Utah
$952K -$1.13M -4,146 -53%
TWM
3853
Trinity Wealth Management
Pennsylvania
$952K +$2.71K +10 +0.3%
PS
3854
Planned Solutions
California
$952K +$34.7K +128 +4%
RC
3855
Rovin Capital
Arizona
$952K +$49.7K +183 +5%
CF
3856
Corrigan Financial
Rhode Island
$950K -$1.36M -5,006 -58%
SWP
3857
ShoreHaven Wealth Partners
New Jersey
$948K +$177K +653 +21%
RA
3858
Rise Advisors
New York
$940K -$3.26K -12 -0.3%
BDF
3859
Black Diamond Financial
Maryland
$936K +$71.4K +263 +8%
CWA
3860
Capital Wealth Alliance
Arizona
$934K +$26.3K +97 +3%
PCMF
3861
Private Capital Management (Florida)
Florida
$934K +$352K +1,298 +55%
SHWM
3862
Smith & Howard Wealth Management
Georgia
$932K -$95K -350 -9%
GRQ
3863
Gardner Russo & Quinn
Pennsylvania
$932K -$20.4K -75 -2%
WSWA
3864
Warren Street Wealth Advisors
California
$928K +$249K +917 +34%
FFG
3865
Ford Financial Group
California
$926K +$53.5K +197 +6%
SCM
3866
Stordahl Capital Management
Colorado
$922K -$73.3K -270 -7%
MSU
3867
Mizuho Securities USA
New York
$920K
GC
3868
Giverny Capital
Quebec, Canada
$919K
OPPS
3869
Obsidian Personal Planning Solutions
Maryland
$919K +$971K +3,577 New
CFP
3870
Curran Financial Partners
South Carolina
$918K +$16K +59 +2%
FGG
3871
Financial Guidance Group
Florida
$916K
GC
3872
Gould Capital
Washington
$916K +$33.4K +123 +4%
HGWM
3873
Horst & Graben Wealth Management
Oregon
$916K +$132K +487 +16%
PCFFS
3874
Pacific Center for Financial Services
California
$914K +$29.9K +110 +3%
GFP
3875
Guardian Financial Partners
California
$913K -$252K -929 -21%

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.