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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
SC
4101
Saybrook Capital
North Carolina
$622K +$11.7K +43 +2%
FF
4102
Francis Financial
$620K +$650K +2,396 New
EW
4103
Element Wealth
Mississippi
$619K +$49.9K +184 +8%
AMR
4104
Asset Management Resources
Massachusetts
$615K -$1.63K -6 -0.2%
FCM
4105
Fairbanks Capital Management
California
$614K +$649K +2,391 New
HFW
4106
Horizon Family Wealth
Illinois
$612K -$12.2K -45 -2%
MIM
4107
Martin Investment Management
Florida
$612K
JG
4108
Jefferies Group
New York
$612K -$5.77M -21,276 -90%
GSC
4109
Ground Swell Capital
South Carolina
$610K +$645K +2,377 New
PBF
4110
Petix & Botte Financial
California
$605K -$639K -2,354 -50%
UWM
4111
USAdvisors Wealth Management
Minnesota
$602K -$724K -2,669 -53%
BA
4112
Bellwether Advisors
Nebraska
$601K -$65.4K -241 -9%
SFG
4113
Steward Financial Group
Texas
$601K +$101K +373 +19%
GWM
4114
Grand Wealth Management
Michigan
$600K -$27.1K -100 -4%
DPI
4115
Diversified Portfolios Inc
Michigan
$599K -$741K -2,730 -54%
FA
4116
Fortis Advisors
Pennsylvania
$599K -$217K -800 -26%
RFO
4117
RiverGlades Family Offices
Florida
$597K
RWG
4118
Ratio Wealth Group
Colorado
$597K +$543 +2 +0.1%
CCP
4119
Carmel Capital Partners
California
$596K +$92K +339 +17%
F4L
4120
Fortune 45 LLC
Louisiana
$595K +$53.5K +197 +9%
CP
4121
Camelot Portfolios
Ohio
$594K -$27.1K -100 -4%
RWA
4122
Redmont Wealth Advisors
Illinois
$591K
NFP
4123
Narus Financial Partners
Utah
$589K -$76.5K -282 -11%
SMF
4124
Sterling Manor Financial
New York
$588K -$55.6K -205 -8%
HTC
4125
Hershey Trust Company
Pennsylvania
$584K

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.