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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
DCM
626
Donaldson Capital Management
Indiana
$103M -$669K -2,225 -0.7%
ACP
627
Ashfield Capital Partners
California
$103M +$923K +3,069 +0.9%
HIMC
628
Heritage Investors Management Corp
Maryland
$103M +$2.41M +8,013 +2%
FFM
629
Fullerton Fund Management
Singapore
$102M -$9.28M -30,846 -9%
BCI
630
Brinker Capital Investments
Pennsylvania
$102M -$5.71M -18,976 -5%
IAA
631
Independent Advisor Alliance
North Carolina
$101M +$2.91M +9,657 +3%
MJRIC
632
Mogy Joel R Investment Counsel
California
$101M -$4.21M -13,994 -4%
CK
633
Cohen Klingenstein
New York
$101M +$6.29M +20,900 +7%
AIA
634
Avalon Investment & Advisory
Texas
$101M +$8.46M +28,123 +9%
CCM
635
Cullen Capital Management
New York
$101M -$1.48M -4,927 -1%
BA
636
Bristlecone Advisors
Washington
$100M -$4.6M -15,281 -4%
MAM
637
Martingale Asset Management
Massachusetts
$99.9M -$10.3M -34,343 -10%
NMIMC
638
Northwestern Mutual Investment Management Company
Wisconsin
$99.7M -$11.5M -38,346 -11%
HPWM
639
Highland Private Wealth Management
Washington
$99.3M -$25.9K -86 -0%
VPIM
640
Vanguard Personalized Indexing Management
California
$98.9M +$22.5M +74,752 +30%
VIP
641
Vantage Investment Partners
Missouri
$98.3M -$963K -3,202 -1%
SIC
642
Schwartz Investment Counsel
Michigan
$98.3M -$581K -1,931 -0.6%
V
643
Veritable
Delaware
$97.8M +$696K +2,315 +0.7%
FCM
644
Fernbridge Capital Management
California
$97.6M +$35.9M +119,193 +60%
WSFS
645
Wilmington Savings Fund Society
Delaware
$97.4M -$4.21M -13,992 -4%
CIP
646
Chartwell Investment Partners
Pennsylvania
$97.3M -$626K -2,082 -0.7%
CFG
647
Citizens Financial Group
Rhode Island
$97.2M -$1.62M -5,392 -2%
NIG
648
NFJ Investment Group
Texas
$96.7M +$14.7M +48,716 +18%
MTC
649
McDaniel Terry & Co
Texas
$96.4M +$635K +2,109 +0.7%
NEI
650
Northwest & Ethical Investments
Ontario, Canada
$95.6M -$6.94M -23,053 -7%

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.