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4,508 hedge funds and large institutions have $1.34T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 2,072 increasing their positions, 1,947 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $39.9B | Put options by funds: $21.8B

25% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 114

6% more repeat investments, than reductions

Existing positions increased: 2,072 | Existing positions reduced: 1,947

0.37% less ownership

Funds ownership: 70.19%69.82% (-0.37%)

1% less funds holding

Funds holding: 4,5404,508 (-32)

3% less funds holding in top 10

Funds holding in top 10: 2,4982,426 (-72)

19% less capital invested

Capital invested by funds: $1.65T → $1.34T (-$318B)

Holders
4,508
Holders Change
-32
Holders Change %
-0.7%
% of All Funds
75.93%
Holding in Top 10
2,426
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.88%
% of All Funds
40.86%
New
143
Increased
2,072
Reduced
1,947
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Change in
Stake
HVM
701
Harvest Volatility Management
Connecticut
$66.3M -$7.81M -28,778 -10%
WT
702
Washington Trust
Rhode Island
$66.3M -$236K -870 -0.3%
AIP
703
Ameritas Investment Partners
Nebraska
$66.2M -$441K -1,624 -0.6%
OWP
704
Obermeyer Wealth Partners
Colorado
$66.1M -$383K -1,412 -0.5%
TMAM
705
Tokio Marine Asset Management
Japan
$65.9M +$40.3M +148,581 +138%
RIG
706
Roosevelt Investment Group
New York
$65.7M +$413K +1,521 +0.6%
MPM
707
Meritage Portfolio Management
Kansas
$65.7M -$3.11M -11,472 -4%
KRSITF
708
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$65.6M +$9.29M +34,237 +15%
AC
709
Allstate Corporation
Illinois
$65.6M -$12.5M -46,112 -15%
KFC
710
Klingenstein Fields & Co
New York
$65.6M -$985K -3,629 -1%
SAI
711
Systematic Alpha Investments
New Jersey
$65.3M +$2.36M +8,700 +4%
SSWM
712
Smith Salley Wealth Management
North Carolina
$64.7M +$2.84M +10,481 +4%
MIA
713
MMBG Investment Advisors
Florida
$64.6M +$5.66M +20,847 +9%
BRWA
714
B. Riley Wealth Advisors
Florida
$64.5M -$5.4M -19,899 -7%
DDC
715
DF Dent & Co
Maryland
$64.5M +$36.7M +135,373 +117%
NAM
716
NorthCrest Asset Manangement
Minnesota
$64.5M +$1.4M +5,148 +2%
ATC
717
Argent Trust Co
Tennessee
$64.4M +$1.63M +5,996 +2%
SL
718
Summitry LLC
California
$64.4M -$2.22M -8,164 -3%
SCM
719
Suvretta Capital Management
New York
$64.2M -$93.8M -345,590 -58%
AL
720
Appaloosa LP
New Jersey
$64.2M -$31.5M -116,000 -32%
UAM
721
UAS Asset Management
New York
$63.7M -$10.7M -39,455 -14%
CNAM
722
Campbell Newman Asset Management
Wisconsin
$63.7M +$3.93M +14,493 +6%
GIP
723
Granite Investment Partners
California
$63.4M -$725K -2,673 -1%
CLG
724
Cooperman Leon G
$63.1M
SFG
725
Sather Financial Group
Texas
$63.1M +$809K +2,982 +1%

MSFT Hedge Fund Activity: Q2 2022 in Review

4,508 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2022, worth a combined $1.34T — down 19% from $1.65T a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MSFT positions and 114 closed out — a net gain of 29 holders — while 2,072 added to existing stakes and 1,947 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.31B. The largest seller was Aaron Wealth Advisors, cutting an estimated $5.57B.

  • 4,508 institutional investors held Microsoft (MSFT) as of Q2 2022, down from 4,540 in Q1 2022.
  • Funds reported $1.34T of Microsoft stock for Q2 2022, down 19% quarter-over-quarter.
  • 143 funds opened new Microsoft positions in Q2 2022 and 114 closed out, a net change of +29 holders.
  • The largest Microsoft buyer in Q2 2022 was Morgan Stanley, an estimated $9.31B added.
  • The largest Microsoft seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5.57B sold.

Based on aggregated 13F filings for Q2 2022.