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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
MWA
4026
Monograph Wealth Advisors
California
$708K -$324K -1,193 -30%
C1AG
4027
Client 1st Advisory Group
Florida
$708K +$28K +103 +4%
WFA
4028
Wade Financial Advisory
California
$706K +$5.43K +20 +0.7%
EA
4029
Eclectic Associates
California
$705K +$2.17K +8 +0.3%
CWM
4030
Collaborative Wealth Management
Florida
$704K +$744K +2,741 New
AI
4031
Atom Investors
Texas
$702K -$112K -414 -13%
WFAG
4032
Wescott Financial Advisory Group
Pennsylvania
$701K -$3.53K -13 -0.5%
BWP
4033
Bernardo Wealth Planning
Pennsylvania
$700K +$39.4K +145 +6%
SEA
4034
Stegent Equity Advisors
Texas
$697K -$314K -1,157 -30%
CRIG
4035
Charter Research & Investment Group
Connecticut
$697K
WIC
4036
Wilkins Investment Counsel
Massachusetts
$693K -$6.79K -25 -0.9%
ODG
4037
O'Dell Group
Ohio
$692K -$706K -2,603 -49%
SA
4038
Syntax Advisors
New York
$692K +$101K +371 +16%
VCG
4039
Vantage Consulting Group
Virginia
$692K +$101K +371 +16%
NQWM
4040
Northwest Quadrant Wealth Management
Oregon
$689K -$1.63K -6 -0.2%
BC
4041
Brio Consultants
California
$688K +$292K +1,075 +65%
VEA
4042
Virtus ETF Advisers
New York
$688K +$727K +2,679 New
HA
4043
Hofer & Associates
California
$687K +$42.3K +156 +6%
SWA
4044
Sightline Wealth Advisors
Connecticut
$686K +$543 +2 +0.1%
FP
4045
Fiduciary Planning
Florida
$682K -$40.2K -148 -5%
WF
4046
Warner Financial
Maryland
$681K +$195K +720 +37%
AWM
4047
Alterna Wealth Management
Texas
$680K -$141K -518 -16%
HA
4048
HC Advisors
Georgia
$680K +$173K +639 +32%
PCI
4049
Planning Center Inc
Illinois
$679K +$26.3K +97 +4%
PAA
4050
Peregrine Asset Advisers
Oregon
$678K -$4.14M -15,272 -85%

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.