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Microsoft

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
CCM
4401
Causeway Capital Management
California
$242K -$4.61K -17 -2%
WCWM
4402
Wooster Corthell Wealth Management
Connecticut
$242K -$814 -3 -0.3%
SFG
4403
Sage Financial Group
Pennsylvania
$242K +$256K +942 New
TFP
4404
Triune Financial Partners
Kansas
$240K +$25.8K +95 +11%
ONGA
4405
O'Neil Global Advisors
California
$238K -$562K -2,072 -69%
VFIC
4406
Valley Forge Investment Consultants
Pennsylvania
$235K
BIP
4407
Blueprint Investment Partners
North Carolina
$234K -$6.73M -24,780 -96%
SFA
4408
Spectrum Financial Alliance
Kentucky
$233K +$246K +908 New
SWMG
4409
Sanchez Wealth Management Group
Florida
$231K -$11.7K -43 -5%
TI
4410
Telemetry Investments
New York
$231K
UID
4411
Union Investments & Development
Israel
$231K
PA
4412
Prism Advisors
California
$231K +$8.41K +31 +4%
AIA
4413
Armor Investment Advisors
North Carolina
$230K -$27.1K -100 -10%
BIM
4414
Bullseye Investment Management
Ohio
$230K +$190K +700 +6%
NPI
4415
New Perspectives Inc
Mississippi
$230K +$57.3K +211 +31%
TSA
4416
Tri-Star Advisors
Texas
$225K -$142K -524 -38%
MA
4417
Mosaic Advisors
Texas
$224K
EPP
4418
ETF Portfolio Partners
Kansas
$222K +$12.8K +47 +6%
SC
4419
Schubert & Co
Texas
$222K +$121K +446 +107%
KCM
4420
Kendall Capital Management
Maryland
$221K
HWA
4421
Hillcrest Wealth Advisors
New Jersey
$220K
FSWA
4422
Financial Synergies Wealth Advisors
Texas
$219K +$13K +48 +6%
LL
4423
LPWM LLC
Minnesota
$218K
WAM
4424
Wakefield Asset Management
Colorado
$217K
SW
4425
Simplicity Wealth
New Jersey
$216K -$90.9K -335 -28%

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.