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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
BHC
701
Bowen Hanes & Co
Florida
$81.9M -$5.05M -16,802 -6%
RMA
702
Roffman Miller Associates
Pennsylvania
$81.6M -$1.6M -5,314 -2%
DMIC
703
Dixon Mitchell Investment Counsel
British Columbia, Canada
$81.3M +$1.79M +5,943 +2%
Walleye Trading
704
Walleye Trading
New York
$81M +$25.5M +84,742 +48%
GW
705
GW & Wade
Massachusetts
$80.6M +$833K +2,769 +1%
Qube Research & Technologies (QRT)
706
Qube Research & Technologies (QRT)
United Kingdom
$80.3M -$549K -1,825 -0.7%
GT
707
Greenleaf Trust
Michigan
$80.3M +$873K +2,901 +1%
NIM
708
Northeast Investment Management
Massachusetts
$80M +$238K +790 +0.3%
AIP
709
Ameritas Investment Partners
Nebraska
$79.9M -$882K -2,930 -1%
WT
710
Washington Trust
Rhode Island
$79.9M +$1.06M +3,518 +1%
SL
711
Summitry LLC
California
$79.8M -$1.21M -4,013 -2%
KFC
712
Klingenstein Fields & Co
New York
$79.8M -$175K -583 -0.2%
OWP
713
Obermeyer Wealth Partners
Colorado
$79.8M -$626K -2,081 -0.8%
ONB
714
Old National Bancorp
Indiana
$79.7M +$1.19M +3,962 +2%
DIA
715
Dana Investment Advisors
Wisconsin
$79.5M +$2.3M +7,651 +3%
ISL
716
Ingalls & Snyder LLC
New York
$79.1M -$859K -2,856 -1%
RIG
717
Roosevelt Investment Group
New York
$78.5M +$969K +3,221 +1%
ICP
718
Ironvine Capital Partners
Nebraska
$78.3M +$4.56M +15,148 +6%
CTA
719
Chesley Taft & Associates
Illinois
$78.2M -$5.77M -19,178 -6%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$77.3M -$102K -340 -0.1%
GIP
721
Granite Investment Partners
California
$76.9M -$1.2M -3,994 -2%
OSAM
722
O'Shaughnessy Asset Management
Connecticut
$76.9M +$14.2M +47,242 +23%
FNT
723
First National Trust
Pennsylvania
$76.5M +$2.13M +7,071 +3%
LF
724
Lannebo Fonder
Sweden
$76.2M -$4.81M -16,000 -6%
NC
725
NZS Capital
Colorado
$76.1M -$5.12M -17,024 -6%

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.