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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
RWML
3876
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$913K +$32.3K +119 +3%
BWA
3877
Beam Wealth Advisors
Louisiana
$912K +$99.9K +368 +12%
CCM
3878
CAAS Capital Management
New York
$909K +$735K +2,708 +326%
HIG
3879
Heritage Investment Group
Florida
$905K
HCA
3880
Heck Capital Advisors
Wisconsin
$901K -$116K -429 -11%
HWA
3881
Heartwood Wealth Advisors
Virginia
$900K -$26.3K -97 -3%
CIG
3882
Cairn Investment Group
Washington
$899K -$158K -581 -14%
CCM
3883
Colorado Capital Management
Colorado
$899K -$35.3K -130 -4%
YWS
3884
Yarger Wealth Strategies
Ohio
$899K -$8.41K -31 -0.9%
CPW
3885
Catalyst Private Wealth
California
$898K +$24.4K +90 +3%
QWM
3886
Quaker Wealth Management
New Jersey
$898K +$48.3K +178 +5%
CIAS
3887
CBIZ Investment Advisory Services
Ohio
$897K -$470K -1,731 -33%
AIL
3888
AGF Investments LLC
Ontario, Canada
$896K -$1.99M -7,318 -68%
AA
3889
ACT Advisors
North Carolina
$895K -$22.5K -83 -2%
EARNEST Partners
3890
EARNEST Partners
Georgia
$894K
FAN
3891
Financial Advisors Network
California
$894K +$10.6K +39 +1%
FWI
3892
Facet Wealth Inc
Maryland
$892K -$445K -1,638 -32%
HA
3893
HYA Advisors
Missouri
$891K -$74.1K -273 -7%
QTM
3894
qPULA Trading Management
New York
$890K +$234K +864 +33%
A
3895
AustralianSuper
Australia
$882K +$23.1M +85,001 +3%
CAIMH
3896
Central Asset Investments & Management Holdings
Hong Kong
$878K -$2.61M -9,622 -74%
PCH
3897
Polar Capital Holdings
United Kingdom
$876K -$56.3M -207,612 -6%
CBOR
3898
Community Bank of Raymore
Missouri
$874K
PS
3899
Portfolio Strategies
New York
$874K
IA
3900
Integrity Advisory
Kansas
$873K +$36.4K +134 +4%

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.