We are live on ! Find out more
MSFT icon

Microsoft

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
UMC
4451
United Maritime Capital
New York
$231K -$3.16M -10,500 -93%
RC
4452
Ronit Capital
United Kingdom
$231K +$226K +750 New
CFGF
4453
Compass Financial Group (Florida)
Florida
$228K -$23.8K -79 -10%
OKSA
4454
O'Keefe Stevens Advisory
New York
$228K
PHAM
4455
Portland Hill Asset Management
United Kingdom
$225K
GIM
4456
Greylin Investment Management
Virginia
$224K
EL
4457
EQ LLC
Washington
$223K -$11.4K -38 -5%
SCA
4458
Sippican Capital Advisors
Massachusetts
$222K -$19.6K -65 -8%
M1FG
4459
Mach-1 Financial Group
Arkansas
$220K -$7.52K -25 -3%
TCM
4460
TimesSquare Capital Management
New York
$219K -$54.2K -180 -20%
MWM
4461
Magnolia Wealth Management
Alabama
$219K
GG
4462
GenWealth Group
New Jersey
$218K
FA
4463
FC Advisory
Pennsylvania
$217K -$4.21K -14 -2%
PFM
4464
Phillips Financial Management
Indiana
$217K +$212K +704 New
MC
4465
Machina Capital
France
$216K +$211K +700 New
MCA
4466
Maryland Capital Advisors
Maryland
$215K -$16.2K -54 -7%
PCM
4467
Perritt Capital Management
Illinois
$214K +$30.1K +100 +17%
WH
4468
Whitcomb & Hess
Ohio
$212K +$301 +1 +0.1%
NPI
4469
New Perspectives Inc
Mississippi
$211K -$3.91K -13 -2%
FF
4470
Financial Futures
New Jersey
$210K +$205K +680 New
SWA
4471
Safir Wealth Advisors
New Hampshire
$210K +$205K +680 New
WAM
4472
WFA Asset Management
Wisconsin
$209K +$2.71K +9 +1%
GS
4473
Gagnon Securities
New York
$204K -$24.4K -81 -11%
EA
4474
Elm Advisors
California
$203K -$546K -1,816 -73%
BC
4475
Barnett & Company
Tennessee
$203K +$1.5K +5 +0.8%

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.