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Microsoft

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
TC
4326
Tatro Capital
Kentucky
$413K -$15K -50 -4%
JPLA
4327
Joseph P. Lucia & Associates
New York
$411K +$56K +186 +16%
GC
4328
Gibson Capital
Pennsylvania
$407K +$3.61K +12 +0.9%
KTA
4329
Keeley-Teton Advisors
Illinois
$406K
PFG
4330
Piershale Financial Group
Illinois
$406K
QC
4331
QCM Cayman
Texas
$400K +$391K +1,298 New
SAS
4332
Sanford Advisory Services
Michigan
$397K +$24.1K +80 +7%
IWP
4333
IAG Wealth Partners
Wisconsin
$396K +$56.3K +187 +17%
GWMI
4334
Guardian Wealth Management (Illinois)
Illinois
$395K +$602 +2 +0.2%
TSA
4335
Tri-Star Advisors
Texas
$394K +$37.3K +124 +10%
PFA
4336
Plotkin Financial Advisors
Maryland
$392K
AFA
4337
Atlas Financial Advisors
California
$391K +$12K +40 +3%
EWM
4338
Endowment Wealth Management
Wisconsin
$383K +$159K +528 +74%
GCGDR
4339
Genoa Capital Gestora de Recursos
$382K +$3.73M +12,403 New
T
4340
TrueFG
Texas
$378K +$903 +3 +0.2%
MAP
4341
Milestone Advisory Partners
North Carolina
$378K +$61.1K +203 +20%
MUMSS
4342
Mitsubishi UFJ Morgan Stanley Securities
Japan
$376K -$238K -790 -39%
MW
4343
Milestone Wealth
New York
$376K
HFM
4344
Hartford Funds Management
Pennsylvania
$375K +$97.8K +325 +36%
MM
4345
Meridian Management
Arkansas
$374K
SAM
4346
Stone Asset Management
Texas
$373K -$12K -40 -3%
AG
4347
AlphaSimPlex Group
Massachusetts
$372K -$39.1K -130 -10%
SG
4348
Strid Group
Pennsylvania
$370K -$98.1K -326 -21%
RBCM
4349
Raub Brock Capital Management
California
$370K +$361K +1,200 New
TFA
4350
Tobias Financial Advisors
Florida
$369K -$4.47M -14,859 -93%

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.