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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
OF
4351
Outfitter Financial
Maine
$368K
RP
4352
Reinhart Partners
Wisconsin
$367K -$49.6K -165 -12%
HA
4353
HFG Advisors
Ohio
$367K
APF
4354
Alaska Permanent Fund
Alaska
$365K +$3.61K +12 +1%
AAM
4355
Ameraudi Asset Management
New York
$364K
BWIA
4356
Bryant Woods Investment Advisors
New York
$364K +$2.11K +7 +0.6%
SW
4357
Simplicity Wealth
New Jersey
$363K +$59K +196 +20%
PIFP
4358
Partners in Financial Planning
Virginia
$361K
SC
4359
Steph & Co
Wisconsin
$360K -$36.1K -120 -9%
MFS
4360
Mirabella Financial Services
United Kingdom
$357K -$2.7M -8,983 -89%
SWM
4361
Shakespeare Wealth Management
Wisconsin
$355K +$44.2K +147 +15%
MFG
4362
MTM Financial Group
Pennsylvania
$353K +$345K +1,146 New
AFS
4363
AFG Fiduciary Services
Massachusetts
$347K -$6.02K -20 -2%
1CM
4364
1492 Capital Management
Wisconsin
$346K -$30.7K -102 -8%
AA
4365
AlphaMark Advisors
Kentucky
$344K -$91.5K -304 -21%
DWM
4366
Dopkins Wealth Management
New York
$344K
JMF
4367
Johnson Midwest Financial
Iowa
$342K +$602 +2 +0.2%
WFPG
4368
Waller Financial Planning Group
Ohio
$341K +$6.02K +20 +2%
BSWA
4369
Bromfield Sneider Wealth Advisors
Massachusetts
$340K +$332K +1,102 New
BC
4370
Bridgefront Capital
Texas
$338K +$330K +1,096 New
DWA
4371
Dorsey Wright & Associates
California
$335K
WC
4372
Weil Company
California
$333K -$692K -2,299 -68%
EPWM
4373
Essex Private Wealth Management
Massachusetts
$333K -$272K -904 -46%
GWAG
4374
Garrett Wealth Advisory Group
Texas
$333K +$301 +1 +0.1%
WIC
4375
Whitegate Investment Counselors
New Hampshire
$331K +$602 +2 +0.2%

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.