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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
HVM
676
Harvest Volatility Management
Connecticut
$88.5M +$2.27M +7,540 +3%
PL
677
Parthenon LLC
Kentucky
$88.3M -$330K -1,096 -0.4%
DKCM
678
Davidson Kempner Capital Management
New York
$88M -$20.9M -69,361 -20%
CIC
679
Carnegie Investment Counsel
Ohio
$87.5M -$1.18M -3,921 -1%
WB
680
WesBanco Bank
West Virginia
$86.8M -$283K -940 -0.3%
CCM
681
Chilton Capital Management
Texas
$86M +$901K +2,995 +1%
SWP
682
Stratos Wealth Partners
Ohio
$85M +$3.93M +13,075 +5%
BCV
683
Banque Cantonale Vaudoise
Switzerland
$84.8M -$4.03M -13,399 -5%
SWM
684
Spire Wealth Management
Virginia
$84.6M -$11.5M -38,218 -12%
AP
685
Advisor Partners
California
$84.5M +$705K +2,343 +0.9%
TBA
686
Tower Bridge Advisors
Pennsylvania
$83.7M -$1.71M -5,683 -2%
BRWA
687
B. Riley Wealth Advisors
Florida
$83.6M -$4.34M -14,420 -5%
GJIC
688
Gamble Jones Investment Counsel
California
$83.5M -$1.74M -5,768 -2%
TC
689
TownSquare Capital
Utah
$83.4M +$5.19M +17,267 +7%
CDH
690
Charles D. Hyman
$83.3M +$675K +2,242 +0.8%
HJGA
691
Hardman Johnston Global Advisors
Connecticut
$83.2M -$1.36M -4,515 -2%
IMRF
692
Illinois Municipal Retirement Fund
Illinois
$82.9M +$3.19M +10,613 +4%
ACI
693
Alpha Cubed Investments
California
$82.9M +$6.53M +21,715 +9%
NL
694
NWAM LLC
Washington
$82.8M +$938K +3,118 +1%
MPM
695
Meritage Portfolio Management
Kansas
$82.4M -$1.86M -6,190 -2%
NW
696
NewEdge Wealth
Pennsylvania
$82.2M +$6.01M +19,976 +8%
CIPU
697
Caledonia Investments plc (UK)
United Kingdom
$82.2M
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$82M +$1.53M +5,082 +2%
DCM
699
Dupont Capital Management
Delaware
$82M -$12.9M -42,981 -14%
ICG
700
InterOcean Capital Group
Tennessee
$81.9M +$3.71M +12,330 +5%

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.