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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
FA
3951
Faithward Advisors
Pennsylvania
$801K +$55.4K +204 +7%
HCP
3952
Holt Capital Partners
Texas
$798K +$27.7K +102 +3%
EGWAG
3953
Elwood & Goetz Wealth Advisory Group
Georgia
$797K -$34.7K -128 -4%
JCA
3954
January Capital Advisors
California
$795K
HPCM
3955
Hunter Perkins Capital Management
Illinois
$794K -$54.3K -200 -6%
IF
3956
Insight Folios
North Carolina
$794K +$266K +979 +46%
GCM
3957
G2 Capital Management
Ohio
$791K +$58.6K +216 +8%
WG
3958
Winton Group
United Kingdom
$789K +$833K +3,071 New
WCWM
3959
Willow Creek Wealth Management
California
$788K +$77.6K +286 +10%
KFS
3960
Kelly Financial Services
Massachusetts
$787K -$7.87K -29 -0.9%
AIM
3961
Axiom Investment Management
New York
$786K -$270K -995 -25%
JSMC
3962
Jess S. Morgan & Co
California
$786K
LFGH
3963
Lee Financial Group Hawaii
Hawaii
$785K -$2.17K -8 -0.3%
OAM
3964
Oberweis Asset Management
Illinois
$785K
DGI
3965
Disciplined Growth Investors
Minnesota
$780K -$179K -659 -18%
EC
3966
EdgeRock Capital
Colorado
$780K +$825K +3,038 New
SFA
3967
Seneca Financial Advisors
New York
$779K -$814 -3 -0.1%
KFA
3968
Krane Funds Advisors
New York
$779K -$718K -2,644 -47%
LAS
3969
Lloyd Advisory Services
Georgia
$774K +$104K +382 +15%
SIA
3970
Sage Investment Advisers
New York
$772K +$8.96K +33 +1%
FWA
3971
FSC Wealth Advisors
New York
$772K +$88.2K +325 +12%
CCMT
3972
CMT Capital Markets Trading
Germany
$770K -$11.5M -42,250 -93%
FPIS
3973
Financial Planning & Information Services
Wisconsin
$770K -$2.98K -11 -0.4%
PAWC
3974
P.A.W. Capital
Connecticut
$770K
FL
3975
Fort LP
Maryland
$769K -$503K -1,853 -38%

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.