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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
RHJA
4401
Rice Hall James & Associates
California
$305K -$24.7K -82 -8%
MTC
4402
Matrix Trust Company
Colorado
$304K +$296K +985 New
PWMG
4403
Provence Wealth Management Group
California
$301K +$15K +50 +5%
CCM
4404
Causeway Capital Management
California
$295K +$288K +958 New
AC
4405
Avant Capital
Louisiana
$294K +$602 +2 +0.2%
TB
4406
Terril Brothers
Missouri
$293K
WCWM
4407
Wooster Corthell Wealth Management
Connecticut
$291K -$903 -3 -0.3%
SWMG
4408
Sanchez Wealth Management Group
Florida
$291K +$301 +1 +0.1%
BFP
4409
Briaud Financial Planning
Texas
$291K +$16.2K +54 +6%
TAM
4410
Tucker Asset Management
Colorado
$285K +$9.63K +32 +4%
VFIC
4411
Valley Forge Investment Consultants
Pennsylvania
$283K +$9.63K +32 +4%
TI
4412
Telemetry Investments
New York
$277K -$301 -1 -0.1%
ICMP
4413
Integrated Capital Management (Pennsylvania)
Pennsylvania
$277K
UID
4414
Union Investments & Development
Israel
$277K
JWS
4415
Juncture Wealth Strategies
Arizona
$272K -$233K -776 -47%
WIM
4416
Westside Investment Management
California
$270K +$200K +665 +3%
MA
4417
Mosaic Advisors
Texas
$269K -$694K -2,308 -73%
HWM
4418
HFR Wealth Management
New York
$268K
PA
4419
Prism Advisors
California
$268K +$23.8K +79 +10%
KCM
4420
Kendall Capital Management
Maryland
$266K -$7.52K -25 -3%
MFT
4421
Moisand Fitzgerald Tamayo
Florida
$265K -$809K -2,690 -76%
HWA
4422
Hillcrest Wealth Advisors
New Jersey
$265K
NHFG
4423
New Harbor Financial Group
Massachusetts
$262K
DACG
4424
Donor Advised Charitable Giving
California
$260K -$38.5K -128 -13%
TC
4425
TAGStone Capital
North Carolina
$260K +$903 +3 +0.4%

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.