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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
BC
4251
Bridgefront Capital
Texas
$427K +$154K +567 +52%
PPWM
4252
PFG Private Wealth Management
Florida
$426K +$5.7K +21 +1%
SEM
4253
Strategic Equity Management
Arizona
$426K +$19.5K +72 +5%
SPW
4254
Surience Private Wealth
Washington
$424K -$116K -427 -21%
GC
4255
Gruss & Co
Florida
$416K -$16.3K -60 -4%
TSS
4256
Thomas Story & Son
Indiana
$415K
ASFA
4257
All Season Financial Advisors
Colorado
$412K +$16K +59 +4%
LI
4258
LVZ Inc
Michigan
$411K
DMKJ
4259
David M. Knott Jr
$411K +$54.3K +200 +14%
BA
4260
Bivin & Associates
Oklahoma
$408K -$41.3K -152 -9%
SAS
4261
Sanford Advisory Services
Michigan
$408K +$82.8K +305 +24%
HFA
4262
Highland Financial Advisors
New Jersey
$408K +$432K +1,590 New
TAM
4263
Tucker Asset Management
Colorado
$407K +$179K +660 +71%
VFPW
4264
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K +$7.87K +29 +2%
AC
4265
AWM Capital
Arizona
$402K -$91.2K -336 -18%
NEPPG
4266
New England Professional Planning Group
Rhode Island
$400K
TPW
4267
TL Private Wealth
Texas
$399K
GI
4268
Glovista Investments
New Jersey
$395K
LIM
4269
Lagoda Investment Management
New York
$392K
BWM
4270
Benchmark Wealth Management
Connecticut
$392K +$27.1K +100 +7%
BFS
4271
Beacon Financial Strategies
North Carolina
$392K
HG
4272
Harbor Group
New Hampshire
$391K
TP
4273
Truvvo Partners
New York
$390K +$1.09K +4 +0.3%
HWA
4274
Hilltop Wealth Advisors
North Carolina
$389K
JPLA
4275
Joseph P. Lucia & Associates
New York
$389K +$49.9K +184 +14%

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.