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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
CC
3951
Caxton Corporation
New Jersey
$1.01M -$10.8K -36 -1%
FAM
3952
Fenimore Asset Management
New York
$998K -$7.52K -25 -0.8%
EGWAG
3953
Elwood & Goetz Wealth Advisory Group
Georgia
$997K +$34.9K +116 +4%
SPA
3954
Sentinel Pension Advisors
Massachusetts
$987K -$317K -1,055 -25%
NRA
3955
NSI Retail Advisors
Pennsylvania
$987K
LFG
3956
Lockerman Financial Group
California
$987K +$71.6K +238 +8%
SC
3957
Saiph Capital
New Jersey
$987K +$47.8K +159 +5%
WWP
3958
WR Wealth Planners
Missouri
$986K +$962K +3,196 New
3F
3959
360 Financial
Minnesota
$985K +$22.3K +74 +2%
CWM
3960
Cranbrook Wealth Management
Michigan
$982K +$50.8K +169 +6%
BWA
3961
Beam Wealth Advisors
Louisiana
$981K -$20.5K -68 -2%
AWM
3962
Alterna Wealth Management
Texas
$976K +$38.5K +128 +4%
ECM
3963
EMC Capital Management
Texas
$974K +$108K +359 +13%
RWA
3964
Rainsberger Wealth Advisors
Colorado
$973K +$25.6K +85 +3%
BAM
3965
Bosun Asset Management
Illinois
$973K +$107K +355 +13%
WWG
3966
West Wealth Group
California
$972K +$23.5K +78 +3%
AI
3967
Atom Investors
Texas
$970K +$210K +698 +29%
AWM
3968
Aspire Wealth Management
Massachusetts
$969K +$86.6K +288 +10%
RAM
3969
Riggs Asset Management
Pennsylvania
$967K +$3.61K +12 +0.4%
FA
3970
Fortis Advisors
Pennsylvania
$965K +$16.8K +56 +2%
ICP
3971
Interchange Capital Partners
Pennsylvania
$963K +$500K +1,663 +114%
PD
3972
Planning Directions
Pennsylvania
$961K +$296K +984 +46%
KFS
3973
Kelly Financial Services
Massachusetts
$953K -$53.3K -177 -5%
AFS
3974
Annapolis Financial Services
Maryland
$953K +$129K +429 +16%
HGWM
3975
Horst & Graben Wealth Management
Oregon
$949K +$31.9K +106 +4%

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.