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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
HPWM
4301
High Pines Wealth Management
Massachusetts
$365K -$5.12M -18,863 -93%
TFA
4302
TPG Financial Advisors
Oregon
$365K
AAG
4303
Avalon Advisory Group
Pennsylvania
$365K +$386K +1,421 New
EPWM
4304
Essex Private Wealth Management
Massachusetts
$364K +$92.3K +340 +32%
MA
4305
Maxele Advisors
Missouri
$364K -$271 -1 -0.1%
GWAM
4306
Guardian Wealth Advisors (Minnesota)
Minnesota
$361K +$271 +1 +0.1%
TA
4307
Teramo Advisors
Florida
$360K
FCC
4308
Flower City Capital
New York
$358K +$14.4K +53 +4%
FCT
4309
Family Capital Trust
Massachusetts
$355K
TWM
4310
Tanager Wealth Management
United Kingdom
$354K -$195K -717 -34%
APS
4311
American Planning Services
Florida
$354K -$27.1K -100 -7%
SWM
4312
Shakespeare Wealth Management
Wisconsin
$352K +$61.3K +226 +20%
FWM
4313
ForthRight Wealth Management
Georgia
$350K
PFA
4314
Plotkin Financial Advisors
Maryland
$350K +$24.7K +91 +7%
NWMG
4315
National Wealth Management Group
Ohio
$349K -$148K -546 -29%
CWA
4316
Centennial Wealth Advisory
Michigan
$349K +$369K +1,360 New
PIFP
4317
Partners in Financial Planning
Virginia
$348K
HPA
4318
High Probability Advisors
New York
$346K -$227K -835 -38%
TLFA
4319
True Link Financial Advisors
California
$346K
SA
4320
Sicart Associates
New York
$345K
MWM
4321
MorganRosel Wealth Management
Colorado
$341K +$81.4K +300 +29%
PFG
4322
Piershale Financial Group
Illinois
$339K
KTA
4323
Keeley-Teton Advisors
Illinois
$338K
OCM
4324
Octahedron Capital Management
California
$334K +$353K +1,300 New
AFA
4325
Atlas Financial Advisors
California
$333K +$8.14K +30 +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.