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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
Pacer Advisors
576
Pacer Advisors
Pennsylvania
$119M -$48.5M -161,233 -29%
RHBC
577
R.H. Bluestein & Co
Michigan
$119M -$7.79M -25,903 -6%
PFPT
578
Pinnacle Financial Partners (Tennessee)
Tennessee
$119M +$2.73M +9,059 +2%
SIC
579
Salem Investment Counselors
North Carolina
$119M -$137K -454 -0.1%
IC
580
Inverness Counsel
New York
$118M -$1.98M -6,587 -2%
HCM
581
Howland Capital Management
Massachusetts
$117M -$3.08M -10,251 -3%
HW
582
Hancock Whitney
Mississippi
$117M +$84.8K +282 +0.1%
CS
583
Cannell & Spears
New York
$117M -$4.11M -13,677 -3%
Cetera Investment Advisers
584
Cetera Investment Advisers
Illinois
$117M +$5.16M +17,158 +5%
SGAM
585
Smith Group Asset Management
Texas
$116M -$1.4M -4,644 -1%
AI
586
Atria Investments
North Carolina
$116M +$4.23M +14,067 +4%
CI
587
Capital International
California
$116M +$941K +3,128 +0.8%
PRO
588
Pensioenfonds Rail & OV
Netherlands
$115M
SIA
589
Sit Investment Associates
Minnesota
$115M +$125K +414 +0.1%
Citadel Advisors
590
Citadel Advisors
Florida
$115M -$347M -1,154,783 -76%
KWILP
591
Kiwi Wealth Investments Limited Partnership
New Zealand
$114M +$12.1M +40,118 +12%
ACM
592
Advisors Capital Management
New Jersey
$114M +$10.4M +34,527 +10%
RCW
593
Rheos Capital Works
Japan
$114M
GLA
594
Great Lakes Advisors
Illinois
$114M -$4.14M -13,775 -4%
KIA
595
KCM Investment Advisors
California
$114M -$650K -2,159 -0.6%
JHP
596
James Hambro & Partners
United Kingdom
$114M -$940K -3,123 -0.8%
IMCOOI
597
Investment Management Corp of Ontario (IMCO)
Canada
$113M
AL
598
Appaloosa LP
New Jersey
$113M +$20.6M +68,500 +23%
FA
599
FDx Advisors
Illinois
$113M -$10.1M -33,465 -8%
BDWCC
600
B&D White Capital Company
Texas
$112M +$43.7M +145,150 +66%

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.