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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
LCM
4376
Linker Capital Management
Kentucky
$330K
CCMIC
4377
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$330K +$322K +1,070 New
MAM
4378
MMA Asset Management
Pennsylvania
$329K -$6.62K -22 -2%
CF
4379
Cantor Fitzgerald
New York
$328K +$320K +1,064 New
BWL
4380
Beacon Wealthcare LLC
North Carolina
$326K -$99K -329 -24%
AI
4381
ArchPoint Investors
Florida
$325K -$230K -765 -42%
BP
4382
BCK Partners
New York
$325K
LAM
4383
Lountzis Asset Management
Pennsylvania
$324K
ACK
4384
Andrew C. Karlinski
$322K +$113K +374 +56%
GCA
4385
Greenwood Capital Associates
South Carolina
$319K -$22M -73,097 -99%
LFG
4386
Leverty Financial Group
Wisconsin
$318K
MWM
4387
MorganRosel Wealth Management
Colorado
$317K +$14.1K +47 +5%
OFP
4388
OLIO Financial Planning
Virginia
$317K +$61.1K +203 +25%
TCFP
4389
Treasure Coast Financial Planning
Florida
$316K
FPCG
4390
Forum Private Client Group
Indiana
$315K +$307K +1,022 New
WIM
4391
Warwick Investment Management
Texas
$314K -$602 -2 -0.2%
MWM
4392
Maltin Wealth Management
New Jersey
$314K +$1.5K +5 +0.5%
TWM
4393
Tanglewood Wealth Management
Texas
$313K
RP
4394
Riverwater Partners
Wisconsin
$310K -$1.01M -3,370 -77%
HCA
4395
Hyperion Capital Advisors
New York
$310K
IFA
4396
Interactive Financial Advisors
Illinois
$308K
JGGDR
4397
JGP Global Gestao de Recursos
Brazil
$308K +$301K +1,000 New
SH
4398
Svenska Handelsbanken
Sweden
$308K +$301K +1,000 New
AIA
4399
Armor Investment Advisors
North Carolina
$307K +$903 +3 +0.3%
AM
4400
Atwater Malick
Pennsylvania
$306K +$62.3K +207 +26%

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.