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
EC
4501
Estate Counselors
Wisconsin
$84K
SC
4502
Saban Cheryl
$84K
BGC
4503
Beutel, Goodman & Co
Ontario, Canada
$80K -$2.41K -8 -3%
NR
4504
Newfound Research
Massachusetts
$73K -$301 -1 -0.4%
AWA
4505
Artemis Wealth Advisors
New York
$68.1K -$36.4K -121 -35%
CC
4506
Centiva Capital
New York
$66K -$2.4M -7,987 -97%
MG
4507
MilWealth Group
Wisconsin
$59.2K -$5.42K -18 -9%
WFA
4508
Wells Financial Advisors
Massachusetts
$52K
TJHA
4509
Thomas J. Herzfeld Advisors
Florida
$52K +$2.11K +7 +4%
WIA
4510
Wealthstreet Investment Advisors
Texas
$49K
HSA
4511
Hussman Strategic Advisors
Maryland
$48K
T
4512
TOBAM
France
$48K +$46.3K +154 +15,400%
DFC
4513
DB Fitzpatrick & Co
Idaho
$47K -$317K -1,053 -87%
DFCM
4514
Dark Forest Capital Management
Puerto Rico
$36K -$73.1K -243 -67%
IHWM
4515
Iron Horse Wealth Management
Iowa
$34K
CCS
4516
Crosspoint Capital Strategies
California
$34K +$32.8K +109 New
MFG
4517
Monumental Financial Group
Maryland
$28K +$27.1K +90 New
UOTTAIMCU
4518
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$23.8K +79 +1,317%
NIM
4519
NuWave Investment Management
New Jersey
$23K -$684K -2,273 -97%
HMS
4520
Hanseatic Management Services
New Mexico
$22K
IA
4521
IFS Advisors
Kansas
$20K
MIM
4522
Macroview Investment Management
Maryland
$17K -$38.8K -129 -70%
AWMS
4523
Advocacy Wealth Management Services
Georgia
$16K
LIM
4524
Longfellow Investment Management
Massachusetts
$15K
UFF
4525
USA Financial Formulas
Michigan
$14K -$2.77M -9,191 -99%

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.