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Microsoft

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
CIA
3976
Caerus Investment Advisors
Texas
$769K +$157K +578 +24%
HI
3977
HBK Investments
Texas
$768K +$811K +2,990 New
JCIA
3978
Jackson Creek Investment Advisors
Colorado
$767K -$3.26K -12 -0.4%
D
3979
Dentgroup
Louisiana
$765K
TDC
3980
Thompson Davis & Co
Virginia
$763K -$290K -1,069 -26%
LPP
3981
Life Planning Partners
Florida
$762K
CL
3982
COWA LLC
Oklahoma
$757K -$10.3K -38 -1%
HNWA
3983
Henrickson Nauta Wealth Advisors
Michigan
$757K +$1.36K +5 +0.2%
RA
3984
Riverstone Advisors
Texas
$756K -$7.33K -27 -0.9%
MWA
3985
Motive Wealth Advisors
Michigan
$756K +$77.9K +287 +11%
MAM
3986
Marquette Asset Management
Minnesota
$754K
IDA
3987
Intelligence Driven Advisers
California
$753K -$19K -70 -2%
CW
3988
Cook Wealth
North Carolina
$753K +$13K +48 +2%
ETS
3989
ESL Trust Services
New York
$753K +$55.9K +206 +8%
JA
3990
JVL Associates
Michigan
$752K +$89.8K +331 +13%
HIM
3991
Hanlon Investment Management
New Jersey
$750K -$9.23K -34 -1%
IFPG
3992
Intrepid Financial Planning Group
Indiana
$750K +$793K +2,922 New
SPI
3993
Sutton Place Investors
New York
$749K -$19.3K -71 -2%
MC
3994
McMorgan & Co
California
$749K +$2.71K +10 +0.3%
MWC
3995
MBM Wealth Consultants
Missouri
$748K -$252K -928 -24%
DWM
3996
Defined Wealth Management
Oregon
$743K
OGF
3997
Orin Green Financial
California
$743K
MA
3998
MAS Advisors
Florida
$743K +$61.9K +228 +9%
AAM
3999
Austin Asset Management
Texas
$742K
LFA
4000
Lauterbach Financial Advisors
Texas
$742K

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.