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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
BWM
3926
Blossom Wealth Management
California
$834K +$163K +600 +23%
VBWMG
3927
Von Berge Wealth Management Group
California
$831K +$24.2K +89 +3%
WWP
3928
WR Wealth Planners
Missouri
$831K +$10.6K +39 +1%
BIG
3929
Boothe Investment Group
Delaware
$829K +$41.8K +154 +5%
LFG
3930
Lockerman Financial Group
California
$828K +$6.24K +23 +0.7%
MWM
3931
McNaughton Wealth Management
California
$827K +$210K +774 +32%
AWM
3932
Aspire Wealth Management
Massachusetts
$824K +$17.9K +66 +2%
SCS
3933
Syquant Capital SAS
France
$822K -$27.1K -100 -3%
NRA
3934
NSI Retail Advisors
Pennsylvania
$822K
LOAMU
3935
Lombard Odier Asset Management (USA)
New York
$822K +$407K +1,500 +88%
AFS
3936
Annapolis Financial Services
Maryland
$821K +$28.8K +106 +3%
WFA
3937
Websterrogers Financial Advisors
South Carolina
$820K -$20.6K -76 -2%
FS
3938
Ferguson Shapiro
Georgia
$820K +$92K +339 +12%
CWM
3939
Cranbrook Wealth Management
Michigan
$818K
AAM
3940
Ameraudi Asset Management
New York
$817K +$543K +2,000 +169%
HCWM
3941
Harrison & Co Wealth Management
Virginia
$813K +$25K +92 +3%
AGA
3942
Arkos Global Advisors
Texas
$813K +$411K +1,515 +92%
NS
3943
Newman & Schimel
Illinois
$811K -$53.2K -196 -6%
PPWP
3944
Proquility Private Wealth Partners
Nevada
$810K +$12.2K +45 +1%
IAG
3945
Investmark Advisory Group
Connecticut
$807K +$323K +1,191 +61%
CSIA
3946
Charles Schwab Investment Advisory
California
$806K +$166K +613 +24%
SC
3947
Saiph Capital
New Jersey
$803K -$19.8K -73 -2%
RWA
3948
RGT Wealth Advisors
Texas
$803K -$57.5K -212 -6%
PD
3949
Planning Directions
Pennsylvania
$802K +$1.36K +5 +0.2%
LRIC
3950
Long Road Investment Counsel
Michigan
$801K -$54.3K -200 -6%

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.