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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
HWM
4426
HFR Wealth Management
New York
$215K -$9.23K -34 -4%
LW
4427
Libra Wealth
California
$215K
HF
4428
Halpern Financial
Virginia
$214K +$11.7K +43 +5%
DFC
4429
DBK Financial Counsel
Ohio
$211K +$223K +820 New
BWM
4430
Biltmore Wealth Management
Arizona
$209K +$1.63K +6 +0.7%
DAL
4431
Delta Accumulation LLC
California
$207K +$271 +1 +0.1%
LWAM
4432
Legacy Wealth Asset Management
Minnesota
$206K +$217K +801 New
NHFG
4433
New Harbor Financial Group
Massachusetts
$205K -$13.6K -50 -6%
GF
4434
Goodman Financial
Texas
$205K
NIA
4435
NIA Impact Advisors
California
$204K
SC
4436
Skylands Capital
Wisconsin
$203K
GIA
4437
Goodwin Investment Advisory
Georgia
$202K -$13.6K -50 -6%
ACK
4438
Andrew C. Karlinski
$193K -$80.3K -296 -28%
PHAM
4439
Portland Hill Asset Management
United Kingdom
$188K
MCA
4440
Maryland Capital Advisors
Maryland
$179K
WAM
4441
WFA Asset Management
Wisconsin
$173K -$1.63K -6 -0.9%
SAM
4442
Strategic Asset Management
Minnesota
$171K +$1.36K +5 +0.8%
PHK
4443
Point72 Hong Kong
Hong Kong
$160K +$169K +623 New
CM
4444
Cornerstone Management
Georgia
$159K
CPFP
4445
Clear Perspectives Financial Planning
Ohio
$158K
LPWM
4446
Lake Point Wealth Management
Texas
$155K
SL
4447
Savior LLC
Massachusetts
$154K +$13.6K +50 +9%
YAL
4448
Your Advocates Ltd
Texas
$152K
TWP
4449
TFO Wealth Partners
Ohio
$149K -$63.2K -233 -29%
FA
4450
Financial Advantage
Maryland
$147K

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.