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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
RJT
601
Raymond James Trust
Florida
$112M -$2.01M -6,671 -2%
AS
602
Altshuler Shaham
Israel
$111M +$22.1M +73,466 +26%
GAM
603
Guinness Asset Management
United Kingdom
$111M +$3.66M +12,158 +3%
WGAM
604
Wilkinson Global Asset Management
New York
$111M -$10.3M -34,400 -9%
GT
605
Glenview Trust
Kentucky
$110M +$1.88M +6,258 +2%
AWS
606
Atria Wealth Solutions
New York
$110M +$107M +356,997 New
EB
607
Eastern Bank
Massachusetts
$110M +$3.19M +10,591 +3%
RMDI
608
R.M. Davis Inc
Maine
$109M -$103K -344 -0.1%
TG
609
TCW Group
California
$109M +$10.4M +34,710 +11%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$107M +$3.05M +10,133 +3%
CL
611
CPWM LLC
Washington
$107M -$2.85M -9,484 -3%
FPCG
612
Fort Pitt Capital Group
Pennsylvania
$107M +$3.79M +12,613 +4%
CF
613
Cypress Funds
California
$106M
LCAM
614
London & Capital Asset Management
United Kingdom
$106M -$1.65M -5,477 -2%
PFM
615
Parsec Financial Management
North Carolina
$106M -$1.2M -3,983 -1%
AAM
616
AMI Asset Management
California
$105M -$301K -1,001 -0.3%
BGCP
617
Bristol Gate Capital Partners
Ontario, Canada
$105M +$3.37M +11,202 +3%
CSIC
618
Clifford Swan Investment Counsel
California
$105M -$1.06M -3,525 -1%
PP
619
Palladium Partners
Virginia
$105M -$727K -2,416 -0.7%
WorldQuant Millennium Advisors
620
WorldQuant Millennium Advisors
New York
$105M -$55.8M -185,585 -35%
HCMT
621
Highland Capital Management (Tennessee)
Tennessee
$104M +$417K +1,385 +0.4%
ECM
622
Evergreen Capital Management
Washington
$104M +$754K +2,507 +0.8%
BHIA
623
Birch Hill Investment Advisors
Massachusetts
$103M -$6.98M -23,204 -6%
SI
624
Stephens Inc
Arkansas
$103M +$779K +2,589 +0.8%
VDI
625
Vaughan David Investments
Illinois
$103M -$799K -2,655 -0.8%

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.