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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
TP
501
Third Point
New York
$154M -$331M -1,100,000 -69%
CAM
502
Crake Asset Management
United Kingdom
$154M +$69.4M +230,546 +86%
LFDLE
503
La Financiere de L'Echiquier
France
$152M +$22.3M +74,276 +18%
MC
504
Martin Currie
United Kingdom
$152M +$5.01M +16,647 +4%
Lido Advisors
505
Lido Advisors
California
$152M +$8.23M +27,339 +6%
CA
506
Capitolis Advisors
New York
$151M -$844M -2,805,208 -85%
MVIP
507
Mar Vista Investment Partners
California
$151M +$4.63M +15,384 +3%
LIP
508
Liontrust Investment Partners
United Kingdom
$150M -$2.17M -7,208 -1%
SCM
509
Shelton Capital Management
Colorado
$150M +$4.08M +13,560 +3%
SCA
510
STALEY CAPITAL ADVISERS
Pennsylvania
$149M -$6.14M -20,422 -4%
CGH
511
Crossmark Global Holdings
Texas
$149M +$4.12M +13,692 +3%
B
512
Bailard
California
$148M +$174K +580 +0.1%
MG
513
Markel Group
Virginia
$148M
KRS
514
Kentucky Retirement Systems
Kentucky
$147M +$3.57M +11,861 +3%
BS
515
Banco Santander
Spain
$146M +$28.4M +94,427 +25%
AAP
516
Aristotle Atlantic Partners
Florida
$146M +$2.37M +7,884 +2%
PWLP
517
Prio Wealth Limited Partnership
Massachusetts
$146M -$519K -1,725 -0.4%
FCH
518
Freestone Capital Holdings
Washington
$146M +$6.39M +21,244 +5%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$145M +$2.01M +6,695 +1%
BB
520
Busey Bank
Illinois
$145M -$3.55M -11,784 -2%
BFM
521
Boston Financial Management
Massachusetts
$145M +$2.1M +6,969 +2%
SG Americas Securities
522
SG Americas Securities
New York
$144M -$124M -412,104 -47%
EWA
523
EP Wealth Advisors
California
$144M +$9.3M +30,928 +7%
ABC
524
Associated Banc-Corp
Wisconsin
$143M -$1.02M -3,374 -0.7%
BIM
525
Bridges Investment Management
Nebraska
$142M +$418K +1,391 +0.3%

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.