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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
ACM
4576
Aubrey Capital Management
United Kingdom
-$881K -2,809 Closed
CI
4577
CPR Investments
Michigan
-$797K -2,584 Closed
CCM
4578
CloudAlpha Capital Management
Hong Kong
-$771K -2,500 Closed
JSA
4579
Jacobson & Schmitt Advisors
Wisconsin
-$754K -2,445 Closed
GTCM
4580
Gyon Technologies Capital Management
New Jersey
-$750K -2,433 Closed
PWP
4581
Personal Wealth Partners
Minnesota
-$705K -2,286 Closed
CCA
4582
Cadent Capital Advisors
Oklahoma
-$618K -2,004 Closed
FPOC
4583
Financial Planners of Cleveland
Ohio
-$617K -2,000 Closed
IWP
4584
Insight Wealth Partners
Texas
-$533K -1,730 Closed
OTL
4585
Oak Thistle LLC
New York
-$513K -1,663 Closed
CFO
4586
Custos Family Office
Texas
-$505K -1,637 Closed
CM
4587
Crestline Management
Texas
-$494K -1,602 Closed
UIA
4588
UBP Investment Advisors
Switzerland
-$470K -1,520 Closed
G
4589
Gainplan
Michigan
-$462K -1,497 Closed
FWM
4590
Fortress Wealth Management
California
-$433K -1,404 Closed
LHWM
4591
Lake Hills Wealth Management
Texas
-$426K -1,381 Closed
ICM
4592
Ionic Capital Management
New York
-$425K -1,377 Closed
QC
4593
QCM Cayman
Texas
-$400K -1,298 Closed
MM
4594
Meridian Management
Arkansas
-$374K -1,212 Closed
TB
4595
Terril Brothers
Missouri
-$293K -950 Closed
DACG
4596
Donor Advised Charitable Giving
California
-$260K -844 Closed
CI
4597
Cordant Inc
Oregon
-$250K -811 Closed
TCM
4598
Tuttle Capital Management
Connecticut
-$249K -808 Closed
SWM
4599
Sanctuary Wealth Management
Idaho
-$248K -806 Closed
BCM
4600
Beddow Capital Management
Wyoming
-$239K -775 Closed

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.