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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
Barclays
51
Barclays
United Kingdom
$4.25B -$1.75B -5,825,992 -30%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$4.24B -$1.61B -5,354,559 -28%
PI
53
Putnam Investments
Massachusetts
$4.24B +$25.6M +85,147 +0.6%
DZ Bank
54
DZ Bank
Germany
$4.21B +$483M +1,605,762 +13%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$3.84B +$45.9M +152,444 +1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$3.8B -$232M -772,575 -6%
EVM
57
Eaton Vance Management
Massachusetts
$3.74B +$449M +1,493,332 +14%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$3.67B -$164M -543,790 -4%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$3.66B -$136M -451,671 -4%
Prudential Financial
60
Prudential Financial
New Jersey
$3.49B -$82.5M -274,184 -2%
State Farm Mutual Automobile Insurance
61
State Farm Mutual Automobile Insurance
Illinois
$3.49B
Brown Advisory
62
Brown Advisory
Maryland
$3.46B -$623M -2,070,209 -16%
Nordea Investment Management
63
Nordea Investment Management
Sweden
$3.43B +$36.8M +122,239 +1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3.38B -$28.1M -93,389 -0.8%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$3.35B +$137M +455,658 +4%
Lazard Asset Management
66
Lazard Asset Management
New York
$3.23B -$67.4M -224,157 -2%
RJA
67
Raymond James & Associates
Florida
$3.21B -$16.3M -54,298 -0.5%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.18B +$322M +1,069,968 +12%
Dodge & Cox
69
Dodge & Cox
California
$3.12B +$54.2M +180,126 +2%
Fundsmith LLP
70
Fundsmith LLP
United Kingdom
$3.09B -$898M -2,983,934 -23%
Sanders Capital
71
Sanders Capital
Florida
$3.05B +$10.5M +34,790 +0.4%
Polen Capital Management
72
Polen Capital Management
Florida
$3.02B -$112M -372,139 -4%
Fidelity International
73
Fidelity International
Bermuda
$3.01B -$64.6M -214,814 -2%
Eagle Capital Management (New York)
74
Eagle Capital Management (New York)
New York
$2.94B -$86.7M -288,179 -3%
ATO
75
Alecta Tjanstepension Omsesidigt
Sweden
$2.93B -$25.6M -85,000 -0.9%

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.