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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
UM
751
Ulysses Management
New York
$72.2M
CNAM
752
Campbell Newman Asset Management
Wisconsin
$71.9M -$536K -1,780 -0.8%
FSA
753
Franklin Street Advisors
North Carolina
$71.9M +$522K +1,735 +0.7%
SEM
754
Suncoast Equity Management
Florida
$71.9M -$3.99M -13,271 -5%
MCM
755
Mill Capital Management
North Carolina
$71.7M +$3.45M +11,479 +5%
QIM
756
Quest Investment Management
Oregon
$71.5M -$1.35M -4,489 -2%
SFI
757
Siemens Fonds Invest
Germany
$71.4M -$1.05M -3,505 -1%
KWM
758
Kingsview Wealth Management
Oregon
$71.1M -$3.68M -12,242 -5%
MIA
759
MMBG Investment Advisors
Florida
$71.1M +$1.45M +4,833 +2%
MC
760
Moors & Cabot
Massachusetts
$71M +$639K +2,125 +0.9%
WPC
761
Waters Parkerson & Co
Louisiana
$70.9M +$894K +2,970 +1%
EWA
762
Exencial Wealth Advisors
Oklahoma
$70.5M +$12.6K +42 +0%
WAS
763
Wesleyan Assurance Society
United Kingdom
$70.4M -$602K -2,000 -0.9%
CCP
764
Clough Capital Partners
Massachusetts
$69.8M -$1.54M -5,113 -2%
TP
765
TenCore Partners
New York
$69.6M +$22.1M +73,390 +48%
WFMPM
766
Woodley Farra Manion Portfolio Management
Indiana
$69.4M -$1.05M -3,506 -2%
MCM
767
Maple Capital Management
Vermont
$69.4M +$1.09M +3,638 +2%
CA
768
Cetera Advisors
Colorado
$69.3M +$6.68M +22,209 +11%
LNWWM
769
Laird Norton Wetherby Wealth Management
California
$69.3M +$1.45M +4,833 +2%
CA
770
Cullinan Associates
Kentucky
$69.1M +$447K +1,485 +0.7%
KCM
771
Kanawha Capital Management
Virginia
$69M +$335K +1,112 +0.5%
SSA
772
Schonfeld Strategic Advisors
New York
$69M -$34.5M -114,579 -34%
AAIM
773
Asset Advisors Investment Management
Georgia
$68.8M -$195K -649 -0.3%
KRSITF
774
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$68.2M +$5.18M +17,227 +8%
ASN
775
Advisory Services Network
Georgia
$67.9M +$2.56M +8,493 +4%

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.