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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
MFA
4101
McClarren Financial Advisors
Pennsylvania
$761K +$301 +1 +0%
BCM
4102
Birmingham Capital Management
Alabama
$759K +$39.7K +132 +6%
PCI
4103
Planning Center Inc
Illinois
$757K +$57.2K +190 +8%
RIM
4104
Reliant Investment Management
Tennessee
$757K +$72.8K +242 +11%
CCA
4105
Covey Capital Advisors
Georgia
$755K -$15K -50 -2%
KLI
4106
Kelman-Lazarov Inc
Tennessee
$754K -$19.6K -65 -3%
MWM
4107
McNaughton Wealth Management
California
$754K +$184K +612 +33%
JSA
4108
Jacobson & Schmitt Advisors
Wisconsin
$754K +$467K +1,552 +174%
ODIJL
4109
One Day In July LLC
Vermont
$753K +$142K +472 +24%
GWM
4110
Grand Wealth Management
Michigan
$752K -$1.5K -5 -0.2%
GTCM
4111
Gyon Technologies Capital Management
New Jersey
$750K -$6.65M -22,114 -90%
HFW
4112
Horizon Family Wealth
Illinois
$748K -$3.91K -13 -0.5%
CP
4113
Camelot Portfolios
Ohio
$744K -$11.7K -39 -2%
AW
4114
Avion Wealth
Texas
$744K +$4.51K +15 +0.6%
APC
4115
Asset Planning Corporation
Tennessee
$741K +$242K +805 +50%
AMR
4116
Asset Management Resources
Massachusetts
$740K +$8.42K +28 +1%
MGIM
4117
M&G Investment Management
United Kingdom
$735K +$110M +366,919 +18%
MIM
4118
Martin Investment Management
Florida
$734K
SC
4119
Saybrook Capital
North Carolina
$733K -$66.8K -222 -9%
CW
4120
Cook Wealth
North Carolina
$732K +$39.7K +132 +5%
RJTCONH
4121
Raymond James Trust Company of New Hampshire
New Hampshire
$730K +$712K +2,368 New
FWM
4122
FFT Wealth Management
Pennsylvania
$728K +$9.63K +32 +1%
TPW
4123
Tiller Private Wealth
Pennsylvania
$727K +$71.9K +239 +11%
HWM
4124
Holloway Wealth Management
Florida
$721K
PCMF
4125
Private Capital Management (Florida)
Florida
$721K +$704K +2,339 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.