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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
ADIM
4151
Alpha DNA Investment Management
Maryland
$547K +$26.3K +97 +5%
OFG
4152
OmniStar Financial Group
North Carolina
$545K -$35.8K -132 -6%
DWMG
4153
DB Wealth Management Group
California
$543K
BSWM
4154
Boston Standard Wealth Management
Massachusetts
$542K +$1.09K +4 +0.2%
WAM
4155
Weiss Asset Management
Massachusetts
$542K +$573K +2,110 New
ASGS
4156
Alpha Square Group S
New York
$539K -$407K -1,500 -42%
SMG
4157
Smart Money Group
Texas
$536K -$12.2K -45 -2%
DC
4158
Defender Capital
North Carolina
$535K
LWIC
4159
Leith Wheeler Investment Counsel
British Columbia, Canada
$531K +$436K +1,605 New
BA
4160
Ballew Advisors
Mississippi
$529K -$15.5K -57 -3%
MIAS
4161
Mason Investment Advisory Services
Virginia
$529K -$850K -3,131 -60%
PCMM
4162
Piedmont Capital Management (Montana)
Montana
$527K -$52.7K -194 -9%
AFIA
4163
America First Investment Advisors
Nebraska
$527K
SCM
4164
Seascape Capital Management
New Hampshire
$527K +$28.5K +105 +5%
E
4165
ETFidea
New York
$527K +$99.9K +368 +22%
HCRE
4166
Hoya Capital Real Estate
Connecticut
$525K
HIS
4167
Harvest Investment Services
Illinois
$523K -$36.9K -136 -6%
AI
4168
ArchPoint Investors
Florida
$523K +$267K +982 +93%
TPW
4169
Tiller Private Wealth
Pennsylvania
$522K -$87.9K -324 -14%
CFS
4170
Cannon Financial Strategists
Georgia
$520K +$14.1K +52 +3%
RJTCONH
4171
Raymond James Trust Company of New Hampshire
New Hampshire
$519K -$94.2K -347 -15%
TEC
4172
Tiger Eye Capital
Tennessee
$518K
BIA
4173
Bell Investment Advisors
California
$518K +$547K +2,016 New
ETIA
4174
Epic Trust Investment Advisors
Washington
$517K -$86K -317 -14%
SLT
4175
St Louis Trust
Missouri
$514K

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.