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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
WA
4526
Win Advisors
Florida
$14K +$13.2K +44 New
BIM
4527
Baldwin Investment Management
Pennsylvania
$12.4K -$422K -1,402 -3%
NWM
4528
Navigation Wealth Management
Colorado
$11K
FIA
4529
FNY Investment Advisers
New York
$11K +$6.62K +22 +157%
NDSI
4530
Newman Dignan & Sheerar Inc
Rhode Island
$10K +$18.4K +61 +0.2%
FQ
4531
First Quadrant
California
$10K -$43.9M -145,897 -100%
WWM
4532
Westwood Wealth Management
California
$9.18K -$2.01M -6,689 -18%
SSC
4533
Syverson Strege & Co
Iowa
$7K
KIG
4534
Kessler Investment Group
Indiana
$6K -$24.7K -82 -82%
EFS
4535
Econ Financial Services
Pennsylvania
$6K
CIAS
4536
CFS Investment Advisory Services
New Jersey
$6K +$368M +1,222,697 +29,990%
JSAM
4537
J. Safra Asset Management
New York
$5K +$554K +1,840 New
ONST
4538
Old North State Trust
North Carolina
$4.18K -$3.96M -13,155 -100%
PI
4539
PEAK6 Investments
Illinois
$4K +$3.61K +12 New
SLWS
4540
Swaine & Leidel Wealth Services
Florida
$3.18K +$956K +3,179 New
BCH
4541
Berkshire Capital Holdings
California
$3K
FGAM
4542
Financial Gravity Asset Management
Texas
$1.78K -$3.78M -12,574 -67%
GG
4543
Gleason Group
Kentucky
$1K
LFGH
4544
Lee Financial Group Hawaii
Hawaii
$944 -$25K -83 -3%
WC
4545
Wexford Capital
Florida
$239 +$301 +1 +0.1%
Renaissance Technologies
4546
Renaissance Technologies
New York
-$786M -2,336,398 Closed
Hudson Bay Capital Management
4547
Hudson Bay Capital Management
Connecticut
-$472M -1,402,000 Closed
SI
4548
Standard Investments
New York
-$288M -855,000 Closed
Two Sigma Investments
4549
Two Sigma Investments
New York
-$267M -793,060 Closed
NA
4550
NewEdge Advisors
Louisiana
-$146M -485,282 Closed

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.