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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
NQWM
4051
Northwest Quadrant Wealth Management
Oregon
$827K +$25K +83 +3%
LSA
4052
Lion Street Advisors
Texas
$825K -$131K -434 -14%
WA
4053
Wealthstar Advisors
Texas
$820K -$134K -447 -14%
SPI
4054
Sutton Place Investors
New York
$819K +$231K +768 +35%
MWA
4055
Motive Wealth Advisors
Michigan
$819K +$253K +842 +46%
C1AG
4056
Client 1st Advisory Group
Florida
$818K +$319K +1,061 +67%
WF
4057
Warner Financial
Maryland
$817K +$59.3K +197 +11%
BWM
4058
Blossom Wealth Management
California
$816K +$54.5K +181 +7%
CRCM
4059
Corbett Road Capital Management
Virginia
$815K +$144K +478 +22%
OAJ
4060
Ogorek Anthony Joseph
New York
$815K +$401K +1,334 +102%
OFS
4061
Oldfather Financial Services
Nebraska
$814K +$51.4K +171 +6%
LAS
4062
Lloyd Advisory Services
Georgia
$812K +$259K +862 +49%
CFO
4063
Capitol Family Office
Oregon
$809K
MWM
4064
MBE Wealth Management
Wisconsin
$806K +$141K +468 +22%
JTWM
4065
Jackson Thornton Wealth Management
Alabama
$803K +$784K +2,606 New
QTM
4066
qPULA Trading Management
New York
$802K -$287K -955 -27%
JA
4067
JVL Associates
Michigan
$801K +$215K +716 +38%
HAS
4068
Holland Advisory Services
Florida
$799K +$301 +1 +0%
CI
4069
CPR Investments
Michigan
$797K -$51.7K -172 -6%
BA
4070
Bellwether Advisors
Nebraska
$796K -$136K -451 -15%
BWP
4071
Bernardo Wealth Planning
Pennsylvania
$796K +$90.9K +302 +13%
PIA
4072
Powell Investment Advisors
Florida
$795K +$108K +359 +16%
JCA
4073
January Capital Advisors
California
$795K +$157K +522 +20%
NFP
4074
Narus Financial Partners
Utah
$794K +$775K +2,576 New
CFA
4075
Camarda Financial Advisors
Florida
$794K -$91.8K -305 -11%

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.