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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
PFG
4626
Pinnacle Financial Group
Illinois
-$250K -742 Closed
LGWM
4627
Litman Gregory Wealth Management
California
-$241K -716 Closed
CWP
4628
Corepath Wealth Partners
Arizona
-$222K -705 Closed
WCM
4629
Wallace Capital Management
Texas
-$235K -700 Closed
HPC
4630
Hobart Private Capital
North Carolina
-$233K -694 Closed
SIA
4631
Stegner Investment Associates
Kentucky
-$228K -678 Closed
BA
4632
BCM Advisors
Louisiana
-$201K -647 Closed
SIAM
4633
Sterling Investment Advisors (Missouri)
Missouri
-$216K -643 Closed
SA
4634
swisspartners Advisors
Switzerland
-$218K -640 Closed
LBA
4635
Letko, Brosseau & Associates
Quebec, Canada
-$215K -638 Closed
HCM
4636
Hudson Capital Management
New Jersey
-$214K -636 Closed
PWAC
4637
Private Wealth Advisors (California)
California
-$210K -625 Closed
SA
4638
Sunesis Advisors
Kansas
-$209K -621 Closed
SC
4639
Schoolcraft Capital
Colorado
-$209K -620 Closed
SAS
4640
SMI Advisory Services
Indiana
-$207K -616 Closed
ARS
4641
Adirondack Retirement Specialists
New York
-$207K -615 Closed
HAFS
4642
Hapanowicz & Associates Financial Services
Pennsylvania
-$208K -615 Closed
ACM
4643
Ardent Capital Management
Ohio
-$205K -610 Closed
IPW
4644
IronBridge Private Wealth
Texas
-$133K -394 Closed
AWA
4645
Aquire Wealth Advisors
Utah
-$93K -276 Closed
SPA
4646
Shore Point Advisors
New Jersey
-$40K -119 Closed
KSWA
4647
Kathleen S. Wright Associates
Pennsylvania
-$19K -57 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.