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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
ETIA
4126
Epic Trust Investment Advisors
Washington
$718K +$103K +343 +17%
RFO
4127
RiverGlades Family Offices
Florida
$717K +$7.52K +25 +1%
TWP
4128
Tower Wealth Partners
Pennsylvania
$716K -$87.5K -291 -11%
SA
4129
Syntax Advisors
New York
$716K +$52.6K +175 +8%
VCG
4130
Vantage Consulting Group
Virginia
$716K +$52.6K +175 +8%
RWG
4131
Ratio Wealth Group
Colorado
$716K +$5.12K +17 +0.7%
CFC
4132
Coyle Financial Counsel
Illinois
$715K +$37.6K +125 +6%
T
4133
TNF
Montana
$714K -$24.1K -80 -3%
RWA
4134
Redmont Wealth Advisors
Illinois
$709K +$30.1K +100 +5%
PWP
4135
Personal Wealth Partners
Minnesota
$705K +$12.6K +42 +2%
HTC
4136
Hershey Trust Company
Pennsylvania
$700K
PDM
4137
Penn Davis McFarland
Texas
$700K +$92.4K +307 +16%
PCMM
4138
Piedmont Capital Management (Montana)
Montana
$698K +$675K +2,245 New
FFP
4139
Forbes Financial Planning
Rhode Island
$697K +$78.5K +261 +13%
OFG
4140
OmniStar Financial Group
North Carolina
$695K -$59K -196 -8%
AWA
4141
Archvest Wealth Advisors
California
$694K +$89.7K +298 +15%
CGFA
4142
Colton Groome Financial Advisors
North Carolina
$691K -$1.11M -3,685 -62%
LPARFS
4143
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$687K -$11.2M -37,250 -94%
SP
4144
SWS Partners
Ohio
$687K -$236K -785 -26%
EW
4145
Element Wealth
Mississippi
$687K +$40K +133 +6%
MFC
4146
Morris Financial Concepts
South Carolina
$686K +$28.3K +94 +4%
PFC
4147
Poplar Forest Capital
California
$685K
RI
4148
Ridgewood Investments
New Jersey
$685K +$180K +598 +37%
JFGLC
4149
Johnson Financial Group LLC (Colorado)
Colorado
$684K +$293K +973 +78%
MFA
4150
Morling Financial Advisors
California
$683K +$3.01K +10 +0.5%

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.