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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
MBFW
4226
Morton Brown Family Wealth
Pennsylvania
$460K +$4.34K +16 +0.9%
T
4227
TNF
Montana
$459K -$229K -843 -32%
CFG
4228
Compton Financial Group
Maryland
$456K +$27.1K +100 +6%
SCM
4229
Shapiro Capital Management
Georgia
$454K +$271 +1 +0.1%
SGA
4230
Seaport Global Advisors
Massachusetts
$452K -$24.4K -90 -5%
HFM
4231
Hartford Funds Management
Pennsylvania
$452K +$147K +543 +45%
I2I
4232
Insight 2811 Inc
Illinois
$450K +$13.3K +49 +3%
VW
4233
Vance Wealth
California
$450K +$16.6K +61 +4%
PDM
4234
Penn Davis McFarland
Texas
$449K -$141K -520 -23%
HPWA
4235
Hall Private Wealth Advisors
North Carolina
$448K -$13K -48 -3%
LHEI
4236
Leo H. Evart Inc
California
$445K +$271 +1 +0.1%
HC
4237
Hoese & Co
Minnesota
$442K -$32.6K -120 -7%
ACM
4238
Alamar Capital Management
California
$437K -$26.9K -99 -6%
KIM
4239
Karpus Investment Management
New York
$437K
WRM
4240
Weybosset Research & Management
Rhode Island
$437K +$461K +1,700 New
BIA
4241
Barry Investment Advisors
Massachusetts
$436K -$21.4K -79 -4%
PFA
4242
Peak Financial Advisors
Colorado
$435K -$12.5K -46 -3%
BWA
4243
BlueSky Wealth Advisors
North Carolina
$434K -$19K -70 -4%
PWM
4244
Provident Wealth Management
Tennessee
$434K +$271 +1 +0.1%
RA
4245
Resolute Advisors
California
$429K
TF
4246
Theory Financial
Colorado
$429K +$40.2K +148 +10%
PP
4247
PFS Partners
New Jersey
$428K
SIMG
4248
Stephens Investment Management Group
Texas
$428K
MFG
4249
Monumental Financial Group
Maryland
$428K +$428K +1,577 +1,752%
CIR
4250
Clear Investment Research
Georgia
$427K +$814 +3 +0.2%

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.