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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
CBC
4326
Coombe, Bender & Co
New York
$333K +$352K +1,296 New
JWS
4327
Juncture Wealth Strategies
Arizona
$331K +$110K +406 +46%
GWMI
4328
Guardian Wealth Management (Illinois)
Illinois
$330K +$271 +1 +0.1%
IWP
4329
IAG Wealth Partners
Wisconsin
$328K -$2.44K -9 -0.7%
SAM
4330
Simplify Asset Management
Nevada
$327K -$349K -1,286 -50%
ACM
4331
Alethea Capital Management
Washington
$327K -$109K -400 -24%
RK
4332
Rather & Kittrell
Tennessee
$326K -$92.8K -342 -21%
NEGWA
4333
New England Guild Wealth Advisors
Connecticut
$326K -$20.1K -74 -6%
SFPG
4334
Stonebridge Financial Planning Group
Florida
$325K -$21.7K -80 -6%
DWM
4335
Denver Wealth Management
Colorado
$325K +$344K +1,266 New
KCMH
4336
Keywise Capital Management (HK)
Hong Kong
$324K +$342K +1,260 New
CCG
4337
Capital CS Group
California
$322K -$613K -2,258 -64%
ECG
4338
Edge Capital Group
Georgia
$321K -$20.1M -74,158 -96%
AFG
4339
Arkansas Financial Group
Arkansas
$318K -$112K -412 -25%
T
4340
TrueFG
Texas
$315K
MAM
4341
MMA Asset Management
Pennsylvania
$314K
MUMSS
4342
Mitsubishi UFJ Morgan Stanley Securities
Japan
$313K
HWM
4343
Horizons Wealth Management
North Carolina
$313K +$293K +1,080 New
OF
4344
Outfitter Financial
Maine
$312K +$5.43K +20 +2%
AG
4345
AlphaSimPlex Group
Massachusetts
$310K
RBCM
4346
Raub Brock Capital Management
California
$308K
MSWMA
4347
Market Street Wealth Management Advisors
Indiana
$307K -$101K -371 -24%
RP
4348
Reinhart Partners
Wisconsin
$306K
BWIA
4349
Bryant Woods Investment Advisors
New York
$304K +$543 +2 +0.2%
SC
4350
Steph & Co
Wisconsin
$297K -$2.98K -11 -0.9%

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.