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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
PMG
3876
Private Management Group
California
$1.15M -$101K -335 -8%
EL
3877
EMFO LLC
Florida
$1.15M +$24.7K +82 +2%
PWC
3878
PYA Waltman Capital
Tennessee
$1.15M
LWMNY
3879
Landmark Wealth Management (New York)
New York
$1.14M +$2.23M +7,396 New
PWM
3880
Paulson Wealth Management
Illinois
$1.14M -$8.72K -29 -0.8%
GRQ
3881
Gardner Russo & Quinn
Pennsylvania
$1.14M +$76.7K +255 +7%
SRG
3882
SBB Research Group
Illinois
$1.14M +$2.11K +7 +0.2%
DGI
3883
Disciplined Growth Investors
Minnesota
$1.14M -$144K -480 -11%
TWM
3884
Trinity Wealth Management
Pennsylvania
$1.14M +$8.42K +28 +0.8%
OPWM
3885
Oakwell Private Wealth Management
Texas
$1.14M +$446K +1,481 +67%
RA
3886
Rise Advisors
New York
$1.13M +$602 +2 +0.1%
OLVIG
3887
Oliver Lagore Vanvalin Investment Group
Michigan
$1.13M +$1.12M +3,709 New
CWA
3888
Clarus Wealth Advisors
Arizona
$1.13M +$180K +597 +18%
CCM
3889
Colorado Capital Management
Colorado
$1.12M +$6.32K +21 +0.6%
AWM
3890
Avaii Wealth Management
Wisconsin
$1.12M +$214K +711 +24%
PCH
3891
Polar Capital Holdings
United Kingdom
$1.12M -$49.8M -165,574 -4%
SWIM
3892
Smallwood Wealth Investment Management
New Jersey
$1.11M +$1.8K +6 +0.2%
IIA
3893
Integral Investment Advisors
California
$1.11M +$386K +1,284 +55%
HWA
3894
Heartwood Wealth Advisors
Virginia
$1.11M +$455K +1,511 +72%
ASGS
3895
Alpha Square Group S
New York
$1.11M +$602K +2,000 +125%
FCG
3896
Financial Connections Group
California
$1.11M
MSU
3897
Mizuho Securities USA
New York
$1.1M -$2.64M -8,778 -71%
FMP
3898
Financial Management Professionals
Texas
$1.1M +$146K +485 +16%
GC
3899
Giverny Capital
Quebec, Canada
$1.1M
PS
3900
Planned Solutions
California
$1.1M +$15.6K +52 +1%

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.