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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
AA
4351
AlphaMark Advisors
Kentucky
$295K +$8.41K +31 +3%
MFG
4352
MTM Financial Group
Pennsylvania
$294K +$271 +1 +0.1%
RL
4353
Ruffer LLP
United Kingdom
$292K -$56.5K -208 -15%
BP
4354
BCK Partners
New York
$292K +$22.5K +83 +8%
OFP
4355
OLIO Financial Planning
Virginia
$292K +$29.9K +110 +11%
AFS
4356
AFG Fiduciary Services
Massachusetts
$289K
WFPG
4357
Waller Financial Planning Group
Ohio
$289K +$5.43K +20 +2%
IA
4358
Inspire Advisors
Idaho
$287K -$71.4K -263 -19%
1CM
4359
1492 Capital Management
Wisconsin
$287K -$1.36K -5 -0.4%
DWM
4360
Dopkins Wealth Management
New York
$286K
JMF
4361
Johnson Midwest Financial
Iowa
$286K +$543 +2 +0.2%
TC
4362
TAGStone Capital
North Carolina
$284K +$71.1K +262 +31%
MC
4363
Machina Capital
France
$283K +$109K +400 +57%
LTL
4364
Lowery Thomas LLC
California
$282K -$218K -804 -42%
WI
4365
WJ Interests
Texas
$282K +$298K +1,097 New
WC
4366
Weil Company
California
$281K +$4.07K +15 +1%
WIC
4367
Whitegate Investment Counselors
New Hampshire
$281K +$6.24K +23 +2%
DWA
4368
Dorsey Wright & Associates
California
$279K
GWAG
4369
Garrett Wealth Advisory Group
Texas
$278K
AIS
4370
American Investment Services
Massachusetts
$278K +$77.3K +285 +36%
PCM
4371
Perritt Capital Management
Illinois
$277K +$104K +382 +55%
BPC
4372
Banque Pictet & Cie
Switzerland
$275K +$3.47M +12,778 +1%
LCM
4373
Linker Capital Management
Kentucky
$275K
IFPL
4374
Investments & Financial Planning LLC
Kentucky
$275K +$80.6K +297 +38%
BWL
4375
Beacon Wealthcare LLC
North Carolina
$271K

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.