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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
SAM
4476
Strategic Asset Management
Minnesota
$203K +$11.1K +37 +6%
RBC
4477
Rye Brook Capital
Connecticut
$202K -$54.2K -180 -22%
ACA
4478
Arena Capital Advisors
California
$200K +$196K +650 New
CM
4479
Cornerstone Management
Georgia
$191K
CPFP
4480
Clear Perspectives Financial Planning
Ohio
$189K
LPWM
4481
Lake Point Wealth Management
Texas
$186K +$3.61K +12 +2%
DB
4482
Dravo Bay
Delaware
$185K +$181K +601 New
YAL
4483
Your Advocates Ltd
Texas
$183K
FA
4484
Financial Advantage
Maryland
$176K
SL
4485
Savior LLC
Massachusetts
$173K
MGI
4486
MayTech Global Investments
New York
$169K +$301 +1 +0.2%
BHWM
4487
Bay Harbor Wealth Management
Maryland
$162K
T2I
4488
Turim 21 Investimentos
Brazil
$161K +$25.6K +85 +19%
CCM
4489
Cutler Capital Management
Massachusetts
$154K -$29.8K -99 -17%
RFP
4490
Roth Financial Partners
Texas
$154K
GCGDR
4491
Geo Capital Gestora de Recursos
Brazil
$136K
ARIS
4492
Advanced Research Investment Solutions
California
$134K -$68.9K -229 -34%
SC
4493
Schubert & Co
Texas
$129K +$13.5K +45 +12%
DTIM
4494
Danda Trouve Investment Management
Kansas
$128K +$85.4K +284 +217%
CFG
4495
Claremont Financial Group
California
$111K +$111K +368 New
EA
4496
Evolution Advisers
Virginia
$105K +$27.4K +91 +36%
FC
4497
Family CFO
California
$97K
JWBC
4498
John W. Brooker & Co
California
$96K
CWA
4499
Carolina Wealth Advisors
South Carolina
$88K -$2.11K -7 -2%
AWM
4500
Avondale Wealth Management
Texas
$87K -$383K -1,274 -82%

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.