We are live on ! Find out more
MSFT icon

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
MGI
4451
MayTech Global Investments
New York
$141K
BHWM
4452
Bay Harbor Wealth Management
Maryland
$135K -$543 -2 -0.4%
T2I
4453
Turim 21 Investimentos
Brazil
$134K
CCM
4454
Cutler Capital Management
Massachusetts
$129K +$271 +1 +0.2%
RFP
4455
Roth Financial Partners
Texas
$128K
CAC
4456
Cowen and Company
New York
$128K +$136K +500 New
APW
4457
Axim Planning & Wealth
Ohio
$120K +$126K +466 New
AWM
4458
Ameliora Wealth Management
Switzerland
$119K -$3.58M -13,188 -97%
BSWA
4459
Bromfield Sneider Wealth Advisors
Massachusetts
$114K -$179K -658 -60%
GIS
4460
Grayhawk Investment Strategies
Alberta, Canada
$104K +$85.5K +315 New
Parallax Volatility Advisers
4461
Parallax Volatility Advisers
California
$95K -$65.9M -242,963 -100%
DTIM
4462
Danda Trouve Investment Management
Kansas
$88K -$19.3K -71 -17%
EA
4463
Evolution Advisers
Virginia
$88K
DC
4464
Darrow Company
Massachusetts
$82K +$86.6K +319 New
FC
4465
Family CFO
California
$81.2K
JWBC
4466
John W. Brooker & Co
California
$80K
NR
4467
Newfound Research
Massachusetts
$76K +$16.3K +60 +25%
CWA
4468
Carolina Wealth Advisors
South Carolina
$71K -$2.17K -8 -3%
EC
4469
Estate Counselors
Wisconsin
$70K
SC
4470
Saban Cheryl
$70K
BGC
4471
Beutel, Goodman & Co
Ontario, Canada
$67K
AWM
4472
Avondale Wealth Management
Texas
$66K -$7.06K -26 -9%
AWA
4473
Artemis Wealth Advisors
New York
$56.8K
HT
4474
HighTower Trust
Texas
$51K -$2.12M -7,815 -4%
MG
4475
MilWealth Group
Wisconsin
$49.3K

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.