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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
IAG
4201
Investmark Advisory Group
Connecticut
$602K -$28.6K -95 -5%
SCM
4202
Seascape Capital Management
New Hampshire
$600K +$35.2K +117 +6%
AL
4203
ACAS LLC
California
$600K +$37.6K +125 +7%
SPIO
4204
Seven Post Investment Office
California
$597K
RPSA
4205
Richard P. Slaughter Associates
Texas
$596K +$25K +83 +4%
HWM
4206
HighMark Wealth Management
Minnesota
$595K +$1.5K +5 +0.3%
GAM
4207
Garrison Asset Management
Arkansas
$593K -$19K -63 -3%
LWP
4208
Laurel Wealth Planning
Minnesota
$593K +$318K +1,057 +122%
AWM
4209
Activest Wealth Management
Florida
$589K +$35.2K +117 +7%
MRWM
4210
ML&R Wealth Management
Texas
$588K +$105K +350 +22%
NWMG
4211
National Wealth Management Group
Ohio
$588K -$45.1K -150 -7%
AC
4212
AWM Capital
Arizona
$586K -$17.4K -58 -3%
LTL
4213
Lowery Thomas LLC
California
$586K +$100K +334 +21%
SBF
4214
Sara-Bay Financial
Florida
$583K -$209K -696 -27%
EP
4215
EPIQ Partners
Minnesota
$583K +$88.5K +294 +18%
WAM
4216
Worth Asset Management
Texas
$583K +$687K +2,283 New
HCM
4217
Howard Capital Management
Georgia
$581K -$281K -933 -33%
FEG
4218
Financial Enhancement Group
Indiana
$578K -$13.8K -46 -2%
MC
4219
Merlin Capital
Rhode Island
$575K -$56K -186 -9%
BF
4220
Blankinship & Foster
California
$571K +$6.32K +21 +1%
SGA
4221
Seaport Global Advisors
Massachusetts
$570K -$1.28M -4,270 -70%
GSAM
4222
Grant Street Asset Management
Pennsylvania
$567K -$202K -670 -27%
HC
4223
Hoese & Co
Minnesota
$567K -$109K -362 -16%
DFA
4224
DHJJ Financial Advisors
Illinois
$567K
CA
4225
Corrado Advisors
New Jersey
$565K -$46.3K -154 -8%

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.