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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
W
4276
WorthPointe
California
$388K -$30.9K -114 -7%
SAM
4277
Stone Asset Management
Texas
$388K +$81.4K +300 +25%
HWM
4278
Howard Wealth Management
Connecticut
$387K -$532K -1,960 -56%
TA
4279
Townsend & Associates
Colorado
$387K +$11.9K +44 +3%
SC
4280
Shay Capital
New York
$385K -$814K -3,000 -67%
LFA
4281
Level Financial Advisors
New York
$385K -$24.7K -91 -6%
GWM
4282
GoalFusion Wealth Management
Texas
$385K
TIM
4283
Triad Investment Management
California
$385K
AWM
4284
Altus Wealth Management
Kentucky
$385K +$1.09K +4 +0.3%
SFMG
4285
Sage Financial Management Group
Virginia
$385K +$42.1K +155 +12%
DA
4286
Drake & Associates
Wisconsin
$385K +$407K +1,499 New
CC
4287
Corton Capital
Ontario, Canada
$384K +$406K +1,497 New
MFA
4288
McClarren Financial Advisors
Pennsylvania
$383K -$267K -982 -40%
RI
4289
Rinkey Investments
California
$382K +$152K +561 +68%
DT
4290
Daniels + Tansey
Delaware
$377K +$5.16K +19 +1%
VF
4291
Vista Finance
Missouri
$375K -$46.7K -172 -11%
CWR
4292
Chico Wealth RIA
California
$374K
PIN
4293
Prudent Investors Network
California
$373K -$9.77K -36 -2%
JCM
4294
J2 Capital Management
Michigan
$373K -$2.71K -10 -0.7%
CCMIC
4295
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$371K +$101K +373 +35%
CWM
4296
Chicago Wealth Management
Illinois
$370K +$543 +2 +0.1%
JF
4297
Joule Financial
Kentucky
$368K +$389K +1,432 New
BW
4298
Basepoint Wealth
Iowa
$367K -$37.5K -138 -9%
FP
4299
Foundry Partners
Minnesota
$366K -$685K -2,525 -64%
SIGI
4300
Susquehanna International Group (Ireland)
Ireland
$366K +$387K +1,425 New

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.