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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
CWR
4301
Chico Wealth RIA
California
$449K +$438K +1,456 New
DT
4302
Daniels + Tansey
Delaware
$447K +$1.8K +6 +0.4%
CWM
4303
Chicago Wealth Management
Illinois
$443K
BWM
4304
Benchmark Wealth Management
Connecticut
$440K -$19.3K -64 -4%
TPW
4305
TL Private Wealth
Texas
$440K
TFA
4306
TPG Financial Advisors
Oregon
$438K
MA
4307
Maxele Advisors
Missouri
$437K -$54.2K -180 -11%
KWP
4308
Keystone Wealth Partners
Arizona
$437K -$149K -496 -26%
GWAM
4309
Guardian Wealth Advisors (Minnesota)
Minnesota
$433K -$1.5K -5 -0.4%
FWM
4310
Fortress Wealth Management
California
$433K +$45.1K +150 +12%
TA
4311
Teramo Advisors
Florida
$432K
DMKJ
4312
David M. Knott Jr
$431K
LHWM
4313
Lake Hills Wealth Management
Texas
$426K -$296K -983 -42%
FCT
4314
Family Capital Trust
Massachusetts
$426K -$200K -665 -32%
IA
4315
Inspire Advisors
Idaho
$426K -$16.8K -56 -4%
ICM
4316
Ionic Capital Management
New York
$425K +$414K +1,377 New
TA
4317
Townsend & Associates
Colorado
$421K -$57.2K -190 -12%
FWM
4318
ForthRight Wealth Management
Georgia
$420K +$42.1K +140 +11%
TLFA
4319
True Link Financial Advisors
California
$416K
RL
4320
Ruffer LLP
United Kingdom
$415K -$375K -1,248 -48%
SFPG
4321
Stonebridge Financial Planning Group
Florida
$415K +$9.03K +30 +2%
SFMG
4322
Sage Financial Management Group
Virginia
$415K +$96K +319 +31%
SA
4323
Sicart Associates
New York
$414K
NEGWA
4324
New England Guild Wealth Advisors
Connecticut
$414K +$61.7K +205 +18%
FCC
4325
Flower City Capital
New York
$413K -$24.7K -82 -6%

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.