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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
IFA
4376
Interactive Financial Advisors
Illinois
$270K +$13.8K +51 +5%
LAM
4377
Lountzis Asset Management
Pennsylvania
$269K
WIM
4378
Westside Investment Management
California
$269K -$6.51K -24 -0.1%
MAP
4379
Milestone Advisory Partners
North Carolina
$268K -$52.4K -193 -16%
SWM
4380
Seaside Wealth Management
California
$268K +$259K +953 New
PWMG
4381
Provence Wealth Management Group
California
$267K +$16.8K +62 +6%
LFG
4382
Leverty Financial Group
Wisconsin
$265K
TCFP
4383
Treasure Coast Financial Planning
Florida
$264K
MWM
4384
Maltin Wealth Management
New Jersey
$264K +$2.44K +9 +0.9%
WIM
4385
Warwick Investment Management
Texas
$262K +$543 +2 +0.2%
TWM
4386
Tanglewood Wealth Management
Texas
$261K
HCA
4387
Hyperion Capital Advisors
New York
$259K
WH
4388
Whitcomb & Hess
Ohio
$258K +$85.8K +316 +46%
SH
4389
Svenska Handelsbanken
Sweden
$257K
AC
4390
Avant Capital
Louisiana
$257K +$13.6K +50 +5%
UMC
4391
United Maritime Capital
New York
$257K +$67.9K +250 +33%
AM
4392
Atwater Malick
Pennsylvania
$255K
SG
4393
Strid Group
Pennsylvania
$252K -$59.7K -220 -18%
FPCG
4394
Forum Private Client Group
Indiana
$252K -$11.4K -42 -4%
RHJA
4395
Rice Hall James & Associates
California
$248K -$6.79K -25 -3%
HTI
4396
Hikari Tsushin Inc
Japan
$247K +$261K +961 New
ICMP
4397
Integrated Capital Management (Pennsylvania)
Pennsylvania
$245K +$14.9K +55 +6%
RBC
4398
Rye Brook Capital
Connecticut
$245K +$81.4K +300 +46%
AA
4399
Axiom Advisory
California
$245K +$260K +958 New
BFP
4400
Briaud Financial Planning
Texas
$243K

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.