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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
OGF
4026
Orin Green Financial
California
$860K +$166K +553 +25%
WCWM
4027
Willow Creek Wealth Management
California
$858K -$16.5K -55 -2%
RIA
4028
Richwood Investment Advisors
Ohio
$854K -$45.1K -150 -5%
PI
4029
Pachira Investments
California
$852K -$405K -1,346 -33%
CCM
4030
Chiron Capital Management
Florida
$852K +$2.41K +8 +0.3%
FFC
4031
Fure Financial Corporation
Minnesota
$852K +$622K +2,066 +296%
NWM
4032
Nauset Wealth Management
Connecticut
$849K +$96.9K +322 +13%
NCM
4033
Next Capital Management
New York
$847K
JCIA
4034
Jackson Creek Investment Advisors
Colorado
$846K -$34.3K -114 -4%
WFAG
4035
Wescott Financial Advisory Group
Pennsylvania
$846K +$309K +1,026 +60%
EA
4036
Eclectic Associates
California
$844K +$4.51K +15 +0.6%
CIS
4037
Continental Investors Services
Washington
$843K +$12.6K +42 +2%
WFA
4038
Wade Financial Advisory
California
$842K +$543K +1,804 +195%
ETS
4039
ESL Trust Services
New York
$841K -$64.7K -215 -7%
PWS
4040
Private Wealth Strategies
Ohio
$841K +$161K +535 +24%
WIC
4041
Wilkins Investment Counsel
Massachusetts
$840K -$30.1K -100 -4%
SCA
4042
Stuart Chaussee & Associates
California
$840K +$45.1K +150 +6%
MA
4043
MAS Advisors
Florida
$837K +$26.2K +87 +3%
CRIG
4044
Charter Research & Investment Group
Connecticut
$836K +$3.61K +12 +0.4%
AWM
4045
Aries Wealth Management
Maine
$831K -$10.2M -33,849 -93%
BAG
4046
Briggs Advisory Group
Rhode Island
$831K
WSWA
4047
Warren Street Wealth Advisors
California
$831K +$260K +864 +47%
OFG
4048
Omega Financial Group
California
$831K +$542K +1,801 +201%
SWA
4049
Sightline Wealth Advisors
Connecticut
$828K +$301 +1 +0%
FWA
4050
FSC Wealth Advisors
New York
$827K +$301 +1 +0%

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.