We are live on ! Find out more
MSFT icon

Microsoft

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
MAM
4226
McCarthy Asset Management
California
$562K
JC
4227
Jentner Corp
Ohio
$560K -$33.7K -112 -6%
BAM
4228
Banta Asset Management
California
$560K
ACM
4229
Alamar Capital Management
California
$555K -$52.6K -175 -9%
HPWA
4230
Hall Private Wealth Advisors
North Carolina
$552K
MBFW
4231
Morton Brown Family Wealth
Pennsylvania
$547K
BIA
4232
Barry Investment Advisors
Massachusetts
$547K +$33.1K +110 +7%
KAM
4233
KEB Asset Management
Illinois
$545K -$489K -1,624 -48%
SCM
4234
Shapiro Capital Management
Georgia
$545K +$301 +1 +0.1%
CCA
4235
Conservest Capital Advisors
Pennsylvania
$543K -$2.41K -8 -0.5%
BWA
4236
BlueSky Wealth Advisors
North Carolina
$543K +$74.9K +249 +16%
Harris Associates
4237
Harris Associates
Illinois
$540K
MWM
4238
Maripau Wealth Management
Indiana
$540K +$16.8K +56 +3%
BA
4239
Bivin & Associates
Oklahoma
$537K -$8.42K -28 -2%
PFA
4240
Peak Financial Advisors
Colorado
$536K +$188K +624 +56%
PCM
4241
Presidio Capital Management
California
$535K +$37.9K +126 +8%
IWP
4242
Insight Wealth Partners
Texas
$533K -$189K -629 -27%
LHEI
4243
Leo H. Evart Inc
California
$533K +$301 +1 +0.1%
ICM
4244
Intrepid Capital Management
Florida
$526K +$2.11K +7 +0.4%
I2I
4245
Insight 2811 Inc
Illinois
$525K +$4.21K +14 +0.8%
LOAMU
4246
Lombard Odier Asset Management (USA)
New York
$524K -$577K -1,919 -53%
KIM
4247
Karpus Investment Management
New York
$524K
VW
4248
Vance Wealth
California
$522K +$3.61K +12 +0.7%
PWM
4249
Provident Wealth Management
Tennessee
$520K +$212K +705 +72%
E
4250
ETFidea
New York
$519K -$23.2K -77 -4%

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.