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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
RA
3926
Riversedge Advisors
Delaware
$1.05M +$11.4K +38 +1%
PS
3927
Portfolio Strategies
New York
$1.05M +$24.4K +81 +2%
SPWG
3928
Sage Private Wealth Group
Illinois
$1.05M +$79.7K +265 +8%
MAG
3929
Mayfair Advisory Group
Alabama
$1.05M +$31.3K +104 +3%
YWS
3930
Yarger Wealth Strategies
Ohio
$1.04M +$56.9K +189 +6%
HPCM
3931
High Pointe Capital Management
Illinois
$1.04M -$409K -1,360 -29%
WCP
3932
Welch Capital Partners
New York
$1.04M
BDF
3933
Black Diamond Financial
Maryland
$1.04M +$249K +828 +32%
RRA
3934
Round Rock Advisors
Connecticut
$1.04M -$3.01K -10 -0.3%
SFP
3935
Strategic Financial Partners
Oregon
$1.04M -$6.02K -20 -0.6%
NS
3936
Newman & Schimel
Illinois
$1.03M -$840K -2,793 -45%
A
3937
AustralianSuper
Australia
$1.03M -$36.2M -120,231 -3%
RWA
3938
RGT Wealth Advisors
Texas
$1.03M -$124K -412 -11%
GPA
3939
Guidance Point Advisors
Massachusetts
$1.02M +$76.7K +255 +8%
QWM
3940
Quaker Wealth Management
New Jersey
$1.02M +$264K +879 +36%
LRIC
3941
Long Road Investment Counsel
Michigan
$1.02M +$137K +455 +16%
ACM
3942
Ategra Capital Management
Virginia
$1.02M
MPM
3943
MBB Public Markets
Illinois
$1.02M -$20.3M -67,450 -95%
PC
3944
Periscope Capital
Ontario, Canada
$1.02M +$252K +838 +34%
SCS
3945
Syquant Capital SAS
France
$1.02M -$120K -400 -11%
HPCM
3946
Hunter Perkins Capital Management
Illinois
$1.01M -$60.2K -200 -6%
SWM
3947
Shelton Wealth Management
Texas
$1.01M +$137K +454 +16%
MCC
3948
Malaga Cove Capital
California
$1.01M -$13.2K -44 -1%
WFA
3949
Websterrogers Financial Advisors
South Carolina
$1.01M +$983K +3,267 New
IA
3950
Integrity Advisory
Kansas
$1.01M +$983K +3,266 New

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.