We are live on ! Find out more
MSFT icon

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
QC
4201
Quantedge Capital
Singapore
$488K -$706K -2,600 -58%
AFG
4202
Affinia Financial Group
Massachusetts
$486K +$2.44K +9 +0.5%
EP
4203
EPIQ Partners
Minnesota
$485K
SBF
4204
Sara-Bay Financial
Florida
$482K -$6.79K -25 -1%
PGF
4205
Plan Group Financial
Oklahoma
$481K +$509K +1,874 New
PCM
4206
Presidio Capital Management
California
$478K +$33.9K +125 +7%
AWM
4207
AAF Wealth Management
Massachusetts
$477K -$33.4K -123 -6%
BF
4208
Blankinship & Foster
California
$476K
CFP
4209
Cypress Financial Planning
New Jersey
$476K +$503K +1,852 New
MRWM
4210
ML&R Wealth Management
Texas
$474K -$16.6K -61 -3%
GAM
4211
Garrison Asset Management
Arkansas
$473K -$21.7K -80 -4%
LWP
4212
Laurel Wealth Planning
Minnesota
$471K -$23.9K -88 -5%
DFA
4213
DHJJ Financial Advisors
Illinois
$471K +$814 +3 +0.2%
MW
4214
Milestone Wealth
New York
$470K +$194K +713 +64%
MC
4215
Merlin Capital
Rhode Island
$468K -$11.1K -41 -2%
BRC
4216
Bell Rock Capital
Delaware
$467K -$3.03M -11,157 -86%
JC
4217
Jentner Corp
Ohio
$467K
FFP
4218
Forbes Financial Planning
Rhode Island
$466K -$124K -456 -20%
Harris Associates
4219
Harris Associates
Illinois
$466K +$17.9K +66 +4%
GWA
4220
Geometric Wealth Advisors
District of Columbia
$465K +$93.9K +346 +24%
TFA
4221
Tobias Financial Advisors
Florida
$465K +$167K +614 +51%
FEG
4222
Financial Enhancement Group
Indiana
$464K -$18.5K -68 -4%
MAM
4223
McCarthy Asset Management
California
$463K -$5.7K -21 -1%
TC
4224
Trilogy Capital
California
$463K +$61.3K +226 +14%
RIM
4225
Reliant Investment Management
Tennessee
$460K -$180K -664 -27%

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.