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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
WAM
4426
Wakefield Asset Management
Colorado
$260K +$2.71K +9 +1%
TFP
4427
Triune Financial Partners
Kansas
$258K -$602 -2 -0.2%
LW
4428
Libra Wealth
California
$258K +$252K +837 New
GIA
4429
Goodwin Investment Advisory
Georgia
$256K -$14.7K -49 -6%
CCM
4430
CAAS Capital Management
New York
$256K +$250K +831 New
EPP
4431
ETF Portfolio Partners
Kansas
$252K
TWP
4432
TFO Wealth Partners
Ohio
$251K +$185K +614 +307%
BWM
4433
Biltmore Wealth Management
Arizona
$250K -$68.9K -229 -22%
CI
4434
Cordant Inc
Oregon
$250K +$244K +811 New
APP
4435
Alpha Paradigm Partners
Illinois
$249K -$78.5K -261 -24%
TCM
4436
Tuttle Capital Management
Connecticut
$249K +$243K +808 New
FSWA
4437
Financial Synergies Wealth Advisors
Texas
$248K -$280K -932 -54%
DAL
4438
Delta Accumulation LLC
California
$248K +$301 +1 +0.1%
SWM
4439
Sanctuary Wealth Management
Idaho
$248K +$14.4K +48 +6%
GF
4440
Goodman Financial
Texas
$247K -$140K -466 -37%
AIS
4441
American Investment Services
Massachusetts
$246K -$85.7K -285 -26%
LL
4442
LPWM LLC
Minnesota
$246K -$18.7K -62 -7%
DA
4443
Doliver Advisors
Texas
$245K -$15.3K -51 -6%
NIA
4444
NIA Impact Advisors
California
$245K +$23.8K +79 +11%
SC
4445
Skylands Capital
Wisconsin
$244K -$15K -50 -6%
HF
4446
Halpern Financial
Virginia
$244K -$70.7K -235 -23%
BCM
4447
Beddow Capital Management
Wyoming
$239K +$233K +775 New
IFPL
4448
Investments & Financial Planning LLC
Kentucky
$238K +$233K +773 New
JAIC
4449
Josh Arnold Investment Consultant
Minnesota
$233K -$55.7K -185 -20%
RI
4450
Rinkey Investments
California
$233K +$38.5K +128 +18%

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.