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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
WFA
4476
Wells Financial Advisors
Massachusetts
$44K
TJHA
4477
Thomas J. Herzfeld Advisors
Florida
$42K -$1.36K -5 -3%
ARIS
4478
Advanced Research Investment Solutions
California
$41K -$74.9K -276 -63%
DFC
4479
DB Fitzpatrick & Co
Idaho
$39K
AC
4480
Armistice Capital
New York
$34.9K +$4.34M +16,000 +13%
IHWM
4481
Iron Horse Wealth Management
Iowa
$29K +$814 +3 +3%
KIG
4482
Kessler Investment Group
Indiana
$24K +$20.6K +76 +422%
WA
4483
Win Advisors
Florida
$22K +$10.6K +39 +89%
HMS
4484
Hanseatic Management Services
New Mexico
$20K +$1.63K +6 +8%
IAIM
4485
International Assets Investment Management
Florida
$16.5K +$1.03M +3,784 +4%
IA
4486
IFS Advisors
Kansas
$16K
MIM
4487
Macroview Investment Management
Maryland
$14K
AWMS
4488
Advocacy Wealth Management Services
Georgia
$13K
LIM
4489
Longfellow Investment Management
Massachusetts
$13K
UFF
4490
USA Financial Formulas
Michigan
$13K +$543 +2 +4%
UOTTAIMCU
4491
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11K -$11.1K -41 -48%
CP
4492
Castleview Partners
Texas
$10.8K +$1.11M +4,085 +53%
BIM
4493
Baldwin Investment Management
Pennsylvania
$9.97K -$366K -1,349 -3%
NWM
4494
Navigation Wealth Management
Colorado
$9K
AR
4495
Apeiron RIA
Texas
$8.39K -$7.6K -28 -0.3%
JSAM
4496
J. Safra Asset Management
New York
$5K -$124K -456 -25%
SSC
4497
Syverson Strege & Co
Iowa
$5K
EW
4498
Emerson Wealth
Michigan
$5K +$4.88K +18 New
BCMIO
4499
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4.07K +15 New
ONST
4500
Old North State Trust
North Carolina
$3.54K

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.