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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
PPWP
4076
Proquility Private Wealth Partners
Nevada
$794K -$39.4K -131 -4%
FI
4077
FIDELIS iM
Oregon
$793K +$1.2K +4 +0.2%
GCL
4078
Gouws Capital LLC
North Carolina
$791K -$7.52K -25 -1%
NP
4079
Ninepoint Partners
Ontario, Canada
$791K +$43K +143 +6%
DF
4080
Donoghue Forlines
Massachusetts
$789K -$861K -2,863 -53%
SAM
4081
Simplify Asset Management
Nevada
$789K -$110K -366 -13%
ST
4082
Sageworth Trust
Pennsylvania
$789K +$117K +390 +18%
WFA
4083
West Financial Advisors
Iowa
$786K -$1.5K -5 -0.2%
SAM
4084
Sequent Asset Management
Texas
$785K -$18.1K -60 -2%
IWA
4085
IVC Wealth Advisors
Pennsylvania
$784K +$82.4K +274 +12%
GCWM
4086
Graham Capital Wealth Management
District of Columbia
$781K -$145K -481 -16%
AA
4087
Aufman Associates
Pennsylvania
$779K -$130K -432 -15%
WCM
4088
Windham Capital Management
Massachusetts
$779K
NFGCM
4089
Norman Fields Gottscho Capital Management
New York
$778K
CSIA
4090
Charles Schwab Investment Advisory
California
$778K +$25.9K +86 +4%
MFGP
4091
Marshall Financial Group (Pennsylvania)
Pennsylvania
$777K
HA
4092
Hofer & Associates
California
$776K +$22.9K +76 +3%
PIC
4093
Portland Investment Counsel
Ontario, Canada
$775K +$1.5K +5 +0.2%
AL
4094
Arnhold LLC
New York
$771K
CMA
4095
Cedar Mountain Advisors
Oregon
$771K
CCM
4096
CloudAlpha Capital Management
Hong Kong
$771K +$752K +2,500 New
SMF
4097
Sterling Manor Financial
New York
$769K +$9.33K +31 +1%
VFG
4098
V2 Financial group
Illinois
$769K +$52.6K +175 +8%
JRFS
4099
James Reed Financial Services
Ohio
$766K
NAMA
4100
Nikko Asset Management Americas
New York
$765K +$743K +2,471 New

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.