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Microsoft

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
MFGP
4076
Marshall Financial Group (Pennsylvania)
Pennsylvania
$647K
PIC
4077
Portland Investment Counsel
Ontario, Canada
$646K
EWM
4078
Endowment Wealth Management
Wisconsin
$646K +$346K +1,275 +103%
VFG
4079
V2 Financial group
Illinois
$646K +$5.43K +20 +0.8%
RCG
4080
Resource Consulting Group
Florida
$645K -$108K -398 -14%
BCM
4081
Birmingham Capital Management
Alabama
$644K +$12.8K +47 +2%
HA
4082
HFG Advisors
Ohio
$643K +$356K +1,312 +110%
AL
4083
Arnhold LLC
New York
$642K
ODIJL
4084
One Day In July LLC
Vermont
$642K +$14.9K +55 +2%
RGF
4085
Retirement Guys Formula
Ohio
$642K +$86K +317 +15%
FFWM
4086
Future Financial Wealth Management
Ohio
$639K
BMD
4087
Better Money Decisions
New Mexico
$639K +$143K +528 +27%
JRFS
4088
James Reed Financial Services
Ohio
$638K
DLHL
4089
Donald L. Hagan LLC
Florida
$637K -$119K -439 -15%
MFA
4090
Morling Financial Advisors
California
$636K +$70.8K +261 +12%
AWA
4091
Archvest Wealth Advisors
California
$635K +$60.3K +222 +10%
CIS
4092
Continental Investors Services
Washington
$633K -$11.9K -44 -2%
BCM
4093
Barometer Capital Management
Ontario, Canada
$631K -$5.43K -20 -1%
APC
4094
Asset Planning Corporation
Tennessee
$630K +$13.8K +51 +2%
CCA
4095
Covey Capital Advisors
Georgia
$629K
TWP
4096
Tower Wealth Partners
Pennsylvania
$629K +$35.3K +130 +6%
KLI
4097
Kelman-Lazarov Inc
Tennessee
$628K
CGFA
4098
Colton Groome Financial Advisors
North Carolina
$627K +$54.3K +200 +9%
DCM
4099
Davidson Capital Management
Texas
$625K -$551K -2,032 -45%
BG
4100
Benedetti & Gucer
Georgia
$622K -$522K -1,922 -44%

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.