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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
HCWM
3976
Harrison & Co Wealth Management
Virginia
$947K -$15.6K -52 -2%
ICM
3977
Infini Capital Management
Hong Kong
$945K -$1.78M -5,900 -66%
IMF
3978
Infini Master Fund
Hong Kong
$945K -$1.78M -5,900 -66%
JSMC
3979
Jess S. Morgan & Co
California
$944K
WAOI
3980
Wealth Advisors of Iowa
Iowa
$943K -$150K -500 -14%
OAM
3981
Oberweis Asset Management
Illinois
$942K
BIG
3982
Boothe Investment Group
Delaware
$941K -$14.1K -47 -2%
SWP
3983
ShoreHaven Wealth Partners
New Jersey
$937K -$295K -979 -24%
WWM
3984
WJ Wealth Management
Arizona
$937K +$37.6K +125 +4%
SFA
3985
Seneca Financial Advisors
New York
$936K -$14.7K -49 -2%
HCP
3986
Holt Capital Partners
Texas
$927K +$52.6K +175 +6%
FPIS
3987
Financial Planning & Information Services
Wisconsin
$927K +$102K +340 +13%
PAWC
3988
P.A.W. Capital
Connecticut
$925K
ONGA
3989
O'Neil Global Advisors
California
$925K +$428K +1,423 +90%
CL
3990
COWA LLC
Oklahoma
$920K -$12.3K -41 -1%
D
3991
Dentgroup
Louisiana
$918K +$301 +1 +0%
SIA
3992
Sage Investment Advisers
New York
$917K +$903 +3 +0.1%
RA
3993
Riverstone Advisors
Texas
$916K +$539K +1,790 +152%
LPP
3994
Life Planning Partners
Florida
$915K
HIM
3995
Hanlon Investment Management
New Jersey
$911K +$26.2K +87 +3%
MM
3996
MQS Management
New York
$911K +$889K +2,954 New
HNWA
3997
Henrickson Nauta Wealth Advisors
Michigan
$908K -$9.93K -33 -1%
WFA
3998
Wipfli Financial Advisors
Wisconsin
$907K +$675K +2,244 +321%
MAM
3999
Marquette Asset Management
Minnesota
$905K +$6.32K +21 +0.7%
DLHL
4000
Donald L. Hagan LLC
Florida
$900K -$16.8K -56 -2%

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.