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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
SEM
751
Suncoast Equity Management
Florida
$59.7M -$152K -561 -0.2%
CPSAC
752
Chas P. Smith & Associates (CPS)
Florida
$59.4M +$7.37M +27,152 +13%
RT
753
Rockland Trust
Massachusetts
$59.3M +$4.28M +15,781 +7%
AA
754
Ancora Advisors
Ohio
$59M -$1.47M -5,419 -2%
TP
755
TenCore Partners
New York
$58.9M +$1.04M +3,845 +2%
WAS
756
Wesleyan Assurance Society
United Kingdom
$58.7M
ORI
757
Oak Ridge Investments
Illinois
$58.5M -$1.89M -6,978 -3%
AAM
758
Aureus Asset Management
Massachusetts
$58.3M +$7.05M +25,979 +13%
TI
759
Tidal Investments
Wisconsin
$58.2M -$3.39M -12,486 -5%
EWA
760
Exencial Wealth Advisors
Oklahoma
$58.2M -$609K -2,244 -1%
SFI
761
Siemens Fonds Invest
Germany
$58.1M -$1.41M -5,211 -2%
MC
762
Moors & Cabot
Massachusetts
$58M -$1.16M -4,287 -2%
WFMPM
763
Woodley Farra Manion Portfolio Management
Indiana
$57.4M -$462K -1,702 -0.8%
GGHC
764
Gilder Gagnon Howe & Co
New York
$57.4M -$23.2M -85,602 -28%
ECM
765
Evergreen Capital Management
Washington
$57.2M -$30.8M -113,529 -34%
NPF
766
Norris Perne & French
Michigan
$57.2M +$1.04M +3,821 +2%
WG
767
Welch Group
Alabama
$57.1M +$1.37M +5,053 +2%
Capstone Investment Advisors
768
Capstone Investment Advisors
New York
$57M -$19.5M -71,759 -24%
KCM
769
Kanawha Capital Management
Virginia
$56.9M -$571K -2,105 -0.9%
CA
770
Cetera Advisors
Colorado
$56.8M -$961K -3,541 -2%
ACA
771
Aptus Capital Advisors
Alabama
$56.4M +$4.88M +17,989 +9%
Select Equity Group
772
Select Equity Group
New York
$56.4M +$1.67M +6,164 +3%
ACM
773
Alta Capital Management
Utah
$56.2M +$11.2M +41,322 +23%
SCA
774
Sander Capital Advisors
Washington
$56.1M +$543K +2,001 +0.9%
WP
775
Woodline Partners
California
$55.6M +$58.8M +216,551 New

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.