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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
WCP
4001
Wick Capital Partners
Pennsylvania
$741K -$579K -2,133 -43%
ODFS
4002
O'Donnell Financial Services
California
$739K +$814 +3 +0.1%
NP
4003
Ninepoint Partners
Ontario, Canada
$739K +$84.7K +312 +12%
PWM
4004
Peterson Wealth Management
Nevada
$736K -$395K -1,456 -34%
CFA
4005
Camarda Financial Advisors
Florida
$736K +$79.3K +292 +11%
KM
4006
Kalos Management
Georgia
$734K -$712K -2,622 -48%
PI
4007
Pachira Investments
California
$727K +$18.5K +68 +2%
WA
4008
Wealthstar Advisors
Texas
$727K +$46.4K +171 +6%
SFP
4009
Sterling Financial Planning
New Jersey
$726K -$19.5K -72 -2%
IIA
4010
Integral Investment Advisors
California
$724K -$213K -784 -22%
PFA
4011
Pinnacle Family Advisors
Missouri
$724K -$18.5K -68 -2%
LWA
4012
Lowe Wealth Advisors
Maryland
$724K
NCM
4013
Next Capital Management
New York
$723K +$19.3K +71 +3%
MGIM
4014
M&G Investment Management
United Kingdom
$722K +$114M +420,428 +18%
SWAG
4015
Spectrum Wealth Advisory Group
California
$720K -$7.33K -27 -1%
AWA
4016
AmeriServ Wealth Advisors
Pennsylvania
$719K -$1.75M -6,439 -70%
AWA
4017
Alaska Wealth Advisors
Alaska
$719K +$219K +808 +41%
SCA
4018
Stuart Chaussee & Associates
California
$717K +$18.2K +67 +2%
TCM
4019
Teza Capital Management
Illinois
$715K -$4.07M -14,981 -84%
IWA
4020
IVC Wealth Advisors
Pennsylvania
$714K +$64.3K +237 +9%
OCG
4021
Opus Capital Group
Ohio
$713K -$211K -777 -22%
JTWM
4022
Jackson Thornton Wealth Management
Alabama
$713K +$46.4K +171 +7%
RIA
4023
Richwood Investment Advisors
Ohio
$712K
MTC
4024
Matrix Trust Company
Colorado
$711K +$484K +1,783 +181%
FFC
4025
Fure Financial Corporation
Minnesota
$710K +$543 +2 +0.1%

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.